JPMorgan Lost Its Iran War Model - and the Tanker Market Knows It
VLCC spot rates hit $1.27M/day as JPMorgan admits it has no baseline for the Iran war exit. Hedge funds buying the dip may be fighting the last war…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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VLCC spot rates hit $1.27M/day as JPMorgan admits it has no baseline for the Iran war exit. Hedge funds buying the dip may be fighting the last war…
The Hormuz deal sent Brent plunging, but 100+ days of supply damage cannot be unwound overnight. Here is what smart oil and gas investors see that the…
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