#MiddleEastOilSupplyRisk

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About MiddleEastOilSupplyRisk

Kpler data shows Gulf and alternative-route crude flows exceeded 24M bpd in the week ended Oct 18, above pre-conflict levels. Hormuz flows reached ~14M bpd, ~82% of prior levels. Renewed tanker incidents, threats to energy facilities and potential military action raise disruption risks despite improving flows. Brent topped $114/bbl Oct 23, a five-month high. Can supply recovery persist, or will regional tensions push oil’s risk premium higher?

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