Hormuz Day 76: Trump-Xi summit Day 1 — both leaders agree strait "must remain open for free flow of energy"; ~30 vessels transit Wed-Thu via Iran "designated safe corridor"; Brent pulled back to $107 / WTI $100; Reuters May 13 quantifies ~9% global refining offline (biggest hit since COVID); +3 shortage pins (Bolivia mining-union explosions in La Paz, South Sudan JEDCO blackouts since Mar 25, Australia aviation split-off) + 2 watch (Namibia container-fill ban, Mauritius energy emergency)