Investing Social Media and Updates

Iran War Unleashes Unprecedented Oil Market Disconnect

The complexity, uncertainty and fluidity of the Iran war’s impact on oil markets have made it increasingly challenging to compress analysis into 45-second soundbites in 5-7 minute TV interviews — though I’ve done my best over the past 4 weeks. So I particularly welcomed the opportunity to sit down with @nabtrade's @gemma_dale for a more expansive 39-minute conversation on the trajectory of the war and its implications for oil markets. For those trying to extract increasingly faint signals from the noise, I hope you find it worth your time. Added bonus — you can give your eyes a break and just listen. What we covered: 👉 Why the disconnect between paper and physical oil markets is unprecedented 👉How that translates into prices actually paid by end users 👉What has been disrupted — and how long recovery could take 👉Whether markets are accurately pricing the shock How quickly we could see an end — or escalation — to hostilities 👉Finally, the implications of the current situation and projected scenarios for oil flows through the Strait of Hormuz https://t.co/5zSz1tr9p9