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#HormuzStillClosed The hidden risk may be what happens after the emergency barrels are gone 👀
The G7 plans to release up to 100M barrels while OPEC+ keeps November output unchanged. That can soften prices today, but it also spends part of the world's supply cushion
What caught my attention is the trade-off. If Hormuz stays closed longer than expected, markets could face the same shortage later with fewer emergency barrels available
The reserve release buys time. Diplomacy still has to solve
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