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Episode 114: Hormuz exports are back near pre-war levels. The military escalations haven't stopped.
Felipe Elink-Schuurman, Michael Ryan, Aaron Kildow and Nikolas Plonski unpack Hormuz exports rebounding near pre-war levels despite daily tanker attacks, VLCC rates near $1.2 million a day, Trump's shelved diesel export ban, EU and US SPR releases, and why gas oil cracks still look bullish into Q1 2027.
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(00:00:20) Hormuz Holds, Barely: Crude exports near pre-war levels even as tanker attacks continue daily and Iran talks go nowhere.
(00:02:50) VLCC Rates Go…
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