oswram

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oswram

oswram

@oswram

Founder and Director at ORC Consultores and Frequency58: Strategy, Political Risk and Public Opinion Associate at De Vengoechea & Partners

Venezuela Katılım Haziran 2009
2.7K Takip Edilen10.6K Takipçiler
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Jacopo Scita
Jacopo Scita@jacoposcita·
Reuters is doing a pretty astonishing work covering the Iran War - these graphics are sensational! reuters.com/graphics/IRAN-…
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Kevin Gordon
Kevin Gordon@KevRGordon·
Estimates from Bloomberg @economics: Strait of Hormuz being closed for 3 months would get Brent crude #oil up to $164/barrel
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Ryan Cummings
Ryan Cummings@weakinstrument·
4mbpd is certainly nothing to scoff at and is a material supply addition. But production cuts (estimated by BBG) are 6.7mbpd. And that's only going to get worse as time goes and more exports are stranded. There only way to get prices back down is to open the Strait.
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Javier Blas@JavierBlas

My expectation is that the IEA will like to see at the very least ~4m b/d of FLOW during the first 25-30 days of the release. That's really what matters. The rest is nice additions to inflate the number. But the key is the first few days, because that's the gap to bridge.

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Ziad Daoud
Ziad Daoud@ZiadMDaoud·
Hard to see the Iran war sustaining its current intensity for many weeks If it does, the global economy will feel the shock New analysis from Bloomberg economists and geoeconomists bloomberg.com/news/features/…
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Francesco Sassi
Francesco Sassi@Frank_Stones·
This is, literally, the most important countdown in the world. Oil exporters in the Persian Gulf, currently unable to export their hydrocarbon bounty, are all facing a dire short-term outlook. 🧵
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Oil by S&P Global Energy
Oil by S&P Global Energy@SPGEnergyOil·
War in the Middle East threatens the world's most critical oil chokepoint and the potential disruption could be historic.   Our latest analysis reveals that only 5 oil tankers transited the Strait of Hormuz on March 1, compared to the usual 60 per day. This dramatic drop puts up to 15 million barrels per day of crude oil and products at risk, potentially the largest oil supply disruption in history.   The numbers are staggering: • 20.8 million b/d of oil and products typically transit the Strait • Over 80% goes to Asian markets • About 20% of global LNG supply also passes through this narrow waterway   If tanker traffic remains severely reduced, we could see oil prices spike to $100/barrel or higher as markets scramble to ration scarce supply. The ripple effects would extend far beyond energy markets, potentially triggering financial and economic shocks globally.   The duration of this crisis will determine whether it becomes merely historic or truly epochal for oil markets. Government reserves in major economies provide some buffer, but markets with limited inventories would face the harshest impact.   Read our full analysis by Jim Burkhard to understand the scenarios, price implications, and what this means for the global economy.   #CERA#OilMarkets #EnergySupply #Geopolitics okt.to/nzi7xh
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Kevin Gordon
Kevin Gordon@KevRGordon·
In an extreme scenario of the Strait of Hormuz being blocked, Bloomberg @economics estimates oil prices could spike to $108/barrel
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Rory Johnston
Rory Johnston@Rory_Johnston·
US imports of Venezuelan crude by processing refinery Only a handful facilities account for the vast majority of Venezuelan crude purchases—they're also the most likely to resume buying And some of the biggest historic buyers (like Limetree Bay and Houston South) have shuttered
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Financial Times
Financial Times@FT·
Venezuelans are more optimistic about the future after the US seized authoritarian leader Nicolás Maduro, and want free elections held this year. ft.trib.al/4tGOIxv
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Financial Times
Financial Times@FT·
The US has escalated a global trade war with sweeping new tariffs that will hit the EU and some of the poorest countries in the world the hardest. Here's what you need to know: on.ft.com/4lbrWyC
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Visegrád 24
Visegrád 24@visegrad24·
BREAKING: France calls on its citizens to immediately leave Iran 🇫🇷
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Bloomberg Economics
Bloomberg Economics@economics·
Regardless of who wins the US election, we're already moving from a unipolar to a multipolar world, warns Lawrence McDonald. That means a reversal of the big investment trends of recent decades: disinflation, globalisation and digitisation. trib.al/YeWDoTa
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Forbes
Forbes@Forbes·
On "Forbes Newsroom," @HarrisXdata Founder and CEO @DritanNesho spoke about a new HarrisX/Forbes poll taken before President Biden dropped out showing the GOP leading Democrats on the generic Congressional ballot. forbes.com/sites/saradorn…
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