Zortix matched this thesis to China ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Pipeline bypasses ease Hormuz crude supply fears
The hosts cited a Goldman report that seven pipeline projects are being fast-tracked to bypass the Strait of Hormuz, arguing that supply adapts faster than geopolitical panic.
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The Callback
Persian Gulf risk drives long-term oil bypass
25 weeks between these two statements.
The thesis presented was that the disruption of flows through the Strait of Hormuz represents about 20% of global oil and LNG supply, a volume the global economy cannot balance without for an extended period.
The hosts cited a Goldman report that seven pipeline projects are being fast-tracked to bypass the Strait of Hormuz, arguing that supply adapts faster than geopolitical panic.