A potential deal between Iran and Western powers is emerging and could ease market anxiety and reduce energy disruptions. Citrini Research finds up to 50% more tanker traffic through the Strait of Hormuz than AIS data indicates, implying oil markets may be mispricing supply risk and that actual flows/risks could differ materially from reported data.
A potential deal between Iran and Western powers is emerging and could ease market anxiety and reduce energy disruptions. Citrini Research finds up to 50% more tanker traffic through the Strait of Hormuz than AIS data indicates, implying oil markets may be mispricing supply risk and that actual flows/risks could differ materially from reported data.
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mildly positive
Sentiment Score
0.25