Energy trade flows remap away from Hormuz
The guest argued that threats to the Strait of Hormuz are driving a long-term reconfiguration of global energy trade flows and supply routes.
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The Callback
Persian Gulf risk drives long-term oil bypass
28 weeks between these two statements.
The guest argued that sanctions on Russia and Iran have created a unique, bifurcated oil market, separating 'tradable' oil acceptable in the West from a shadow fleet, supporting prices.
The guest argued that threats to the Strait of Hormuz are driving a long-term reconfiguration of global energy trade flows and supply routes.