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Show Notes
With the Strait of Hormuz still effectively closed and no end in sight to the war in Iran, the challenges for oil – and all its downstream effects, remain elevated.
So what does it all really mean? Singapore-based independent oil expert Vandana Hari joins the podcast to discuss:
- Why the disconnect between paper and physical oil is unprecedented
- How that will play into actual prices paid by end users
- What has been affected and how long it will take to get back online,
- Whether markets are accurately pricing the disruption and
- How quickly we can expect an end – or an escalation – to hostilities
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