Mid-Year thematic review (part deux)
Our midyear thematic review – continued After almost 4 months of closure, traffic through the Strait of Hormuz appears to be normalizing. The world has seen a shortfall of a little over 1 billion barrels of oil and refined products, and even now, it will take some time. We fully expect our refining theme to…
March 22, 2026, Vol. 267
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