
Russia Policy Reverses the Screen; GERN-zee Barrels Push North
Crude markets reversed after Washington waived new Russia sanctions and tariffs, while Gulf supply risks and freight costs kept waterborne crude distinct from inland pricing. The brief tracks Canadian flows, the latest U.S. inventory setup, Uinta and Bakken rail economics, and GERN-zee’s constrained pipeline exits as Rockies barrels push north toward Clearbrook.
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