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Oil Prices Fall as Hormuz Risks Still Loom
Oil prices are dropping below $70 a barrel as more tankers exit the Strait of Hormuz, but the longer-term risk premium around Middle East energy flows may not disappear as quickly as crude prices have fallen.
Chuck Zodda and Marc Fandetti break down why oil and gas prices are easing, why tanker costs and insurance risks may stay elevated after the Hormuz disruption, and what still needs to happen for energy markets to fully normalize. They also discuss why one hedge fund manager’s private credit short is not a trade most investors can copy, how AI data centers are forcing a bigger debate over…
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