🎯 Oil prices are heading for $200—this time, it’s a shipping problem

📰 Vitol warns: Middle East crude exports have recovered to 14 million barrels per day, but Western inventories are running low. The West has no buffer at all.

💬 The crisis has shifted from crude oil to refined products and shipping. Ships in the Strait of Hormuz are being attacked almost every night. If supplies are cut off again, oil prices could hit $200. The old snake of inflation is rearing its head again—risk assets, don’t get too carried away.

🏷️ #油价 #地缘风险 #航运危机 #Inflation