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Geopolitics
Well That Escalated Pretty Quickly…
A new Houthi maritime embargo has closed Bab el-Mandeb, the back-up route for crude already displaced from Hormuz. Roughly 8.8 million barrels a day transit that strait.
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Here We Go Again
Full blockade, bombs away, and the promise of zero crude through Hormuz. Why an MOU is not a treaty, why crude grades matter for diesel, and what a structurally uptrending commodity market means for producers.
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