đ˘ď¸ HORMUZ OIL FLOWS: JPMORGAN VS GOLDMAN
Oil-flow estimates from the Persian Gulf are showing a major gap:
đ JPMorgan:
⢠Middle East exports: 17.5M bpd
⢠~98% of pre-war levels
⢠Hormuz flows: nearly 13M bpd
đ Goldman Sachs:
⢠Persian Gulf outflows: 23.3M bpd
⢠Around 2025 average levels
⢠Includes tankers reportedly operating in âdark modeâ
â ď¸ Other estimates are much lower:
⢠US Treasury Secretary: ~17M bpd, intermittently
⢠TotalEnergies CEO: ~10M bpd
đĽ The key issue: Higher flows suggest supply is recovering, but analysts differ sharply on how much oil is actually moving through Hormuz.
Trade Here đ $SOL | $SIREN | $QNT
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Oil-flow estimates from the Persian Gulf are showing a major gap:
đ JPMorgan:
⢠Middle East exports: 17.5M bpd
⢠~98% of pre-war levels
⢠Hormuz flows: nearly 13M bpd
đ Goldman Sachs:
⢠Persian Gulf outflows: 23.3M bpd
⢠Around 2025 average levels
⢠Includes tankers reportedly operating in âdark modeâ
â ď¸ Other estimates are much lower:
⢠US Treasury Secretary: ~17M bpd, intermittently
⢠TotalEnergies CEO: ~10M bpd
đĽ The key issue: Higher flows suggest supply is recovering, but analysts differ sharply on how much oil is actually moving through Hormuz.
Trade Here đ $SOL | $SIREN | $QNT
#AltcoinSeasonIndexHoldsAbove60For5Days #USADPAdds90000JobsInSeptember #USCorePCEEasesTo3%InAugust #StreamerClub #Write2Earn
