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.
Excellent Note - Thanks
I've followed your stuff for a few years, as a non paying subscriber and your (generally bearish) commentary was more accurate than my hopium.
This one pushed me over the paywall as the markets think all is magically fixed
Many thx. I do not see the magic recipe short-term, but I will certainly keep an open mind for a negotiation miracles.
Excellent Note - Thanks
I've followed your stuff for a few years, as a non paying subscriber and your (generally bearish) commentary was more accurate than my hopium.
This one pushed me over the paywall as the markets think all is magically fixed
Many thx. I do not see the magic recipe short-term, but I will certainly keep an open mind for a negotiation miracles.