u/EnvironmentalScar675

The author argues oil is mispriced because the Strait of Hormuz is not reopening next week and the Red Sea route is effectively gone with the Yemen coast and a pipeline burning, yet crude keeps selling off. The implied mechanism is that physical supply disruption should tighten balances and push prices higher than current levels. No explicit target or timeframe is given beyond 'next week' for Hormuz. Main risk is that the market is discounting the disruptions for demand or policy reasons the author does not address.