Публикация
Birdie_OKX
The key signal is not simply elevated Hormuz incidents, but the gap between maritime risk and still-resilient export flows. Near-normal Gulf shipments and a faster reserve release can absorb an initial disruption. The more consequential threshold would be a sustained retreat by shipowners, because logistics friction can tighten supply before barrels disappear.
#HormuzSupplyWatch
Дисклеймер: контент OKX Orbit предоставляется исключительно в информационных целях. Подробнее
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