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Latest Chairmans Corner


 

Latest Analysis / 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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