World’s largest oil traders warned that disruption from the Iran war could continue for months even after any deal to restore shipping through the Strait of Hormuz, and that flows may never normalize. The comment implies a prolonged risk premium for crude and tanker/shipping routes, with potentially significant implications for global energy and logistics markets.
World’s largest oil traders warned that disruption from the Iran war could continue for months even after any deal to restore shipping through the Strait of Hormuz, and that flows may never normalize. The comment implies a prolonged risk premium for crude and tanker/shipping routes, with potentially significant implications for global energy and logistics markets.
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moderately negative
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