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Open original source ↗Some people ask me when I’ll be chill about energy.
The first step is that my (almost always chill, but currently not chill) oil quant has to become chill again.
He’s still not chill.
He’s the opposite of chill.
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I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf Helpful map from JPM highlighting when that air pocket will “land” in different major consuming regions: - East Africa last week - East Asia this week - Europe next week - North America two more weeks
Rory_Johnston ↗