Gemwillks retweetledi

While Hormuz is stuck, the U.S. is cashing in.
U.S. exports are hitting records, around 4.90M barrels/day in April, up 23% from March and 30% from February.
May could cross 5M for the first time ever, with 28 supertankers already booked vs the usual 5.
Asia still needs oil, the Middle East can’t deliver right now, and the U.S. is stepping in to fill that gap.
- @KobeissiLetter
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