RSS SubscribeVIDEO: The Strait of Hormuz and the Global Oil Market
From Goehring & Rozencwajg
For investors allocating across asset classes, this event highlights how little buffer exists in the system after years of underinvestment. Despite expectations of oversupply, the market may be far tighter—and more fragile—than widely believed.
If that’s the case, this disruption may not be a one-off event, but an early signal of a broader revaluation in energy markets.
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