About this episode

Andreas Steno examines the current state of oil markets and energy flows, focusing on the Strait of Hormuz and the absence of a supply shock.

Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of Hormuz, how oil markets have responded, and why the feared supply shock never materialized. 01:00 - Macro Mondays: Is the Oil Still Flowing? What Markets Need to Know 03:22 - Strait of Hormuz Reopens? What the Shipping Data Really Shows 05:25 - Oil, Jet Fuel, and Fertilizer Price...

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