Dr. Anas Alhajji, managing associate at Power Outlook Advisors and former chief economist of NGP Power Capital Administration, joins host Tushar Shetty to look at how the Hormuz disaster is reshaping international vitality markets. We focus on why Brent and WTI understated the worth shock in Asian markets, the function of insurers in halting site visitors by the Strait of Hormuz, the disaster’s toll on traded helium, sulfur, and fertilizers, the ignored lack of Russian and Kazakh provide within the Black Sea, why India’s cuts to Russian oil imports ended up benefiting China, and the unfold of China’s nationwide safety strategy to vitality as international locations flip to home sources.
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