A US-Iran peace deal may not be enough to save the oil market now: here’s why



HFI Research reported that the oil market had crossed the breaking point, which was expected to be crossed in April.

The analysis confirms that these withdrawals from the warehouse will occur regardless of any restocking, due to structural and logistical constraints. This comes in the midst of uncertainty surrounding diplomatic efforts to resolve the war.

Why the peace agreement may not lead to the reversal of the shock of the oil market

شَرحت HFI انه هذا مع فوقاز سلام بين الموسته المستحدة وران, فان The oil market will recover later due to logistical bottlenecks. It is estimated that 160 million barrels of the floating stock in the carriers will begin to be unloaded. However, it will take 30-40 days for transport and unloading alone, plus another 2 to 2 days for the return trip.

On the other hand, about 70 very large oil tankers (VLCCs) are expected to load US oil To Asia much longer course. It takes 6-8 weeks for loading, then 45-50 days for shipping, and another 20-25 days for unloading.

mention the blog that “in general, we will not see the movement of vehicles of this kind returned through the Strait of Hormuz for at least 3 months”.

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Obstruction of land restrictions in the Middle East additional recovery process. The region holds 600 million barrels in the British stockpile. Producers need to dispose of about 200 million barrels before they can resume production.

requires that not less than 100 VLCC. In any case, the current transmission movement indicates that this balance may not be until the middle or the end of June at the first estimate.

HFI Research added that “once the stockpile of the British crude oil has been cleared, we need to clear the stockpile of the British crude oil, we need to clear the stockpile of the British crude oil, we need to clear the stockpile of the British crude oil, we need to clear the stockpile of the British crude oil, we need to clear the stockpile of the British crude oil, we need to clear the stockpile of the British crude oil, we need to clear the stockpile of the British crude oil, we need to clean the stockpile of the British crude oil, we need to clean the stockpile of the British crude oil, we need to clean the stockpiles of the British crude oil, we need to clean the stockpiles of the British crude oil.

The report highlighted that the total stockpile lost due to the shutdown may be 1 billion barrels, rising to 1.98 billion barrels by the end of June.

HFI reported to him due to the limited raw material available commercially to compensate for such lossesthe market may need to destroy demand to restore balance. If the strait remains closed after April, oil prices may rise to the previous Jedd areas, with the breakdown of traditional oil pricing mechanisms.

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