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Navigator: ME: 7 Days in May

Strategy Report ·David Roche ·03 Jun 2026

Navigator: ME: 7 Days in May. This is the report version of a WhatsApp com sent to clients on June 1. Nothing is moving in the Straits of Hormuz. The ME hole in crude oil supply means the world is on a glide path to fall over the supply cliff in summer and beyond. But…

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