Conviction 2 — ME Oil
Everyone's fighting over whose Hormuz-escaping barrel count is bigger this week. Quantum Strategy cuts through the noise with two numbers that matter: an 8mn bpd crude deficit against peacetime supply, which widens to a 12mn bpd refined product shortfall once you account for refinery inefficiency, the gap consumers actually feel at the pump. Second in our Convictions series, full flash note attached.
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