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Market Impact: 0.58

Asian Refiners Dust Off Early Iran-War Playbook as Oil Jumps

Source: Bloomberg

Geopolitics & WarEnergy Markets & PricesCommodities & Raw MaterialsTrade Policy & Supply Chain

Asian refiners are considering lower operating rates and potential fuel-export curbs as the expanding Middle East war raises oil prices and depletes fuel inventories. Reduced refinery throughput and exports could tighten regional refined-product supply further, amplifying upward pressure on fuel prices.

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