Adam Cochran (adamscochran.eth)|Mar 20, 2026 19:07
The resources that Trump suggests will re-open the Strait are weeks away.
Meanwhile there is a massive disconnect between physical oil prices in the Middle East ($180/barrel) and US prices ($90-100/barrel) due to petroleum reserve releases.
That runs out next week.
If that happens, and the Strait is not stabilized, then the regional supply shock pricing we see in the Middle East will start to cascade more broadly.(Adam Cochran (adamscochran.eth))
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