A boutique research firm dispatched an analyst to Oman’s Musandam Peninsula to watch tankers firsthand. What they found blows up the binary narrative markets have been trading on — and has major implications for oil positioning.
For the first time since 2019, India is purchasing Iranian crude — a move that reveals the fraying limits of US sanctions leverage, signals a geopolitical rebalancing, and has real implications for oil prices, tanker stocks, and the dollar.
Strait of Hormuz tensions are reshaping global oil markets. Discover how Iran’s posture is driving crude prices and what traders need to watch now.