Strait of Hormuz Exports Jump on July 1 — But the World Is Still Living Off Storage

Strategy Report ·David Roche ·03 Jul 2026

#Oil #Iran #United States #Shipping #Oil Production #Oil Supplies #Crude Oil Supply #The Peace Deal #Oil Outlook #Iranian War

The world is still running a 6mn bpd crude supply deficit and living off inventory to hide it. David Roche's latest tracker on Strait of Hormuz flows, tanker traffic, and the countdown clock on Gulf storage. Full report attached.