Oil Weekly: A 2027 Surplus Looms, Tankers Normalize, and LNG Demand Heads for +65%
Brent is still holding above $70/bbl, but I don’t think it lasts. This week I dig into the growing gap
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Category: Crude Oil Macro Perspective
Oil Is Back in Pre-War Range. The Forward Curve Sees August 21 as the Next Test.
This Week on MacroPOV: Crude Oil Macro Perspective Brent crude just closed the war gap — price is back in
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Iran and the US Signed Peace. Qatar Won’t Be Fixed Until 2032
Trump and Iranian President Masoud Pezeshkian signed the peace memorandum this week: the Strait of Hormuz reopens, the Iranian port
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Crude Oil Update: Structural Supply Crushes Defy Wall Street Optimism
The paper markets are resting easy, betting on an imminent resolution in the Persian Gulf. But the physical data paints
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The Illusion of Liquidity: Why the Crude Market is Mispricing the Iran War
The global energy market is riding a wave of euphoria following the June 3 Beirut-Jerusalem ceasefire announcement. But behind the
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Crude Oil Macro Perspective: Why Wall Street’s Peace Optimism is Flawed
The Geopolitical Premium Wall Street is Ignoring The global oil market is currently trading on pure, unadulterated hope. Despite US
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