Oil markets have adapted to the Strait of Hormuz disruption, and Sara Vakhshouri said prices could fall back to pre-war levels if the waterway truly reopens. The commentary points to easing geopolitical risk premium in crude, which would be bearish for oil prices and related energy commodities. This is a market-sensitive geopolitical update, but it is analytical commentary rather than a direct policy or supply shock.
Oil markets have adapted to the Strait of Hormuz disruption, and Sara Vakhshouri said prices could fall back to pre-war levels if the waterway truly reopens. The commentary points to easing geopolitical risk premium in crude, which would be bearish for oil prices and related energy commodities. This is a market-sensitive geopolitical update, but it is analytical commentary rather than a direct policy or supply shock.
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