Erin Allen
15 posts


@britneyspears Awesome!! I’m literally getting 5 of them as we speak! Queen!! I hope you have a great Tuesday! 🩷🩷🩷
GIF
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💬 @ATchouameni: "Hemos dado todo en el partido e hicimos las cosas bien".
🎙️ Declaraciones completas ➡️ RM Play
Español

Oil markets look calm; prices are high yet still treated as manageable. That is the issue. The market prices a preferred scenario, not the risks in place.
The assumption is simple: the crisis is temporary. Disruptions ease, tensions fade, production rebalances. Pricing follows.
The structure suggests otherwise. Supply is fragile, spare capacity thin, risks persistent. The market remains anchored to normalization.
Risks are underpriced; current levels sit below fundamentals.
Adjustment points upward. Markets price accumulated risk with delay.
The cover reflects this: a tanker glides while a weight drags below—absent from the price. When it enters, the move is upward.
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The pain of a scenario that oil analysts have feared for decades is approaching. It will not be pretty. Get ready econ.st/4ujSiSL

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