QatarEnergy is now tendering Shahine and Qatar Marine crude via ship-to-ship transfers outside the Strait of Hormuz.
This isn't just logistics shuffling. It's a deliberate hedge against Hormuz chokepoint risk.
When energy giants reroute supply chains away from geopolitical flashpoints, they're pricing in tail risk that markets might still be ignoring.
$XOM $USO $SPY
This isn't just logistics shuffling. It's a deliberate hedge against Hormuz chokepoint risk.
When energy giants reroute supply chains away from geopolitical flashpoints, they're pricing in tail risk that markets might still be ignoring.
$XOM $USO $SPY