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Chairman's Corner (English)
Chairman's Corner #278 - The New Oil Market Reality: Politics and Permanent Risk Premium
Published: 21 July, 2026
Highlights:
- The market has adapted better than expected to Strait of Hormuz disruptions, but lower inventories and persistent geopolitical risks will likely keep a structural premium on oil prices.
- This is increasingly becoming a products crisis rather than simply a crude crisis, with refinery outages and the ...
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