Why re-opening the Strait is unavoidable and will take time. A multi-episode deep dive into oil balances, crude quality, vessel traffic, demand destruction and the high-stakes game of geopolitics.
∙ Paid
High-Frequency Bidirectional Vessel Transit Count of the Strait of Hormuz; Blue Line: Tankers (Crude; Products; LNG; LPG; Chemical); White Line: Dry Cargo (Containers; Bulk; Others); Source: Bloomberg
