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#HormuzStillClosed This isn't just an oil supply problem. It's a countdown 👀
The G7 can release up to 100M barrels while Hormuz stays closed, but emergency reserves are finite. OPEC+ isn't adding November supply either.
What caught my attention is the timing. Strategic reserves can suppress the shock today, but every barrel released reduces the cushion for tomorrow.
If talks drag on, markets may start pricing not just the closure, but how long governments can afford to offset it.
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