Art Berman
Energy Consultant and Petroleum Geologist
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 10
$134.50
+1.7%
The Strait of Hormuz is effectively lost and will remain under Iranian control, drastically reducing tanker traffic and breaking the global oil supply chain. This structural shift creates permanently tighter oil markets and higher oil prices, as the world cannot easily replace the heavy crude flows.
Energy
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