Oil in Focus - June 9th 2026
About this episode
David discusses the weakening oil complex and challenges in the Hormuz Strait.
In episode one of “Oil in Focus” David notes a weakening oil complex since mid-May, despite scant progress in re-opening the Hormuz Strait. He suggests that Iran may struggle for widespread acceptance of proposed transit fees, leaving commodity flows minimal. But there’s evidence that demand restraint and stock draws for now are capping price rises.
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