Fast forward – Hormuz opening will solve crude problem, product problem likely to linger on for longer
•Hormuz is a HI5 (Hormuz Impacted 5) problem, Non-Hormuz route could be next target deepening the crisis of alternatives •Timing for now – 10 days more will bring Asia’s pain to ‘severe’ levels. That’s the window for US-China deal. •Even if war ends, Hormuz…
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