OIES – Through the Looking Glass: Oil and the Search for Direction
Summary
This report analyzes the impact of the Middle East conflict on oil markets, focusing on disruptions through the Strait of Hormuz.
It highlights significant physical disruptions to oil supply, market volatility, and challenges in establishing a new market equilibrium. The report discusses the unavailability of market buffers like OPEC+ spare capacity, the complexity of reopening the Strait of Hormuz, and the difficulties Asian refineries face adapting to new supply realities amid geopolitical tensions.
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