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Crude Is Learning to Route Around the Gulf; Diesel, LNG and Feedstock Supply Cannot
Washington and Tehran have moved from rejection to bargaining over the sequencing of a Hormuz reopening, while Moscow locks its diesel at home and Asia pays up for LNG that never crosses Hormuz. The squeeze that matters for West Africa now sits downstream of Brent — in middle distillates, long-cycle gas and scarce waste feedstock.
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