Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.

Supply loss less severe than initially feared

The discussion noted that the actual oil production loss from the Iran war is about 5 million barrels per day, far less than initial estimates of 20 million, due to bypass pipelines and some tanker traffic.

Art Bermanpetroleum geologist and energy market experton Palisades Gold Radio