#HormuzStillClosed
About HormuzStillClosed
US-Iran talks on reopening Hormuz continue. Iran says it will stay closed until its conditions are met; it has replied to the latest US proposal, with some issues unresolved. OPEC+ kept November crude output unchanged, with no further supply increase; it meets next on Nov 1. The G7 plans to release up to 100M barrels of crude and refined products via the IEA over four months, accelerating diesel releases in the first 20 days. Can this ease supply and price pressure while Hormuz stays closed?
Veelbesproken
Laatste
HormuzStillClosed Populaire berichten
Oil may look like a traditional-market story, but crypto traders should still watch it.
Energy prices can influence inflation expectations.
Inflation affects rate expectations.
Rates affect liquidity.
And liquidity affects risk assets.
That's why #G7OilReserveRelease is worth keeping on the radar.
#BTC #Macro #Oil #Crypto
🚨 G7 laat 100 miljoen vaten los — Olie schokverlichting of slechts een tijdelijke oplossing?
#TheUSIranSituation blijft gespannen, waarbij de G7 naar verluidt voorbereidingen treft om tot 100 miljoen vaten uit strategische reserves vrij te geven. Ik bekijk dit vanuit een middellange termijn macro perspectief. Ondanks dat de kop dramatisch klinkt, is het grotere plaatje genuanceerder: de vrijgave van de reserves is in wezen een politieke reactie op inflatiedruk, terwijl het druk zet op brandstofspreidingen en raffinagemarges. Als die 100 miljoen vaten over ongeveer vier maanden worden verdeeld, komt dat neer op iets van o
The market is being asked to price two timelines at once: diplomatic progress that remains conditional, and physical disruption that remains immediate.
A 100M-barrel G7 release can cushion the first shock, especially with faster diesel supply, but it cannot fully substitute for a reopened Hormuz. OPEC+ holding output steady leaves the next talks unusually important.
#HormuzStillClosed
Persian Gulf crude exports have rebounded sharply, reaching around 14M barrels per day in recent data.
That puts flows at roughly 80% of pre-war levels, highlighting a significant recovery in regional oil shipments.
The pace of the recovery will remain important for global oil supply and energy markets as geopolitical risks continue to evolve.
#HormuzStillClosed
#美伊局势持续紧张，G7将释放最多1亿桶储备
I am the mid-term intelligence guy.
This 100 million barrels is not to "rescue oil prices," but to anesthetize the market: the US and Iran are pushing the risk of the Strait of Hormuz to the forefront. When Brent surges, the G7 releases reserves to suppress inflation, stabilize election prospects, and prevent recession expectations.
From a mid-term perspective, releasing reserves is a one-time supply and does not change the underlying geopolitical premium
