James E. Thorne says Gulf oil flows above prewar levels, prices still reflect high tanker rates and geopolitical premium

James E. Thorne says Gulf oil flows are already above prewar levels, but prices still reflect tanker rates 5 to 10 times higher and a geopolitical premium that could fade fast. He adds that more Fed tightening now could lead to rate cuts in 2027.

Detected & updated continuously · Source: Nebula