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Container Bytes #39: The Oversupply Paradox and Far East Port Gridlock
Welcome back to Container Bytes! 📍 It’s July, and the Strait of Hormuz is locked in a dangerous pattern of starts, stops, and serious military escalations. Yet, the energy market is throwing a complete curveball: crude oil prices have unexpectedly plummeted back to pre-war baselines. Instead of the catastrophic energy shortages predicted months ago, the industry is suddenly bracing for a global oil oversupply.
In this episode, Julia Frohwein and Judah Levine unpack this paradox. While crude supply has recovered due to strategic reserves and alternative land pipelines, refined transportation…
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