Assessing the supply shock risk if tanker flows through the Strait of Hormuz are disrupted.
Great article. And totally agree. Check out this free dashboard that tracks the supply chain, oil and diesel pricing, and the disparity between the markets and macro events. https://landfall.bkmt.com
Great article. And totally agree. Check out this free dashboard that tracks the supply chain, oil and diesel pricing, and the disparity between the markets and macro events. https://landfall.bkmt.com