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(Public) It Really Was That Obvious

Sometimes, the oil market is really just that obvious.

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HFI Research
Nov 14, 2026
WTF

Tanker attacks = less tankers = less oil

For the past few months, I’ve seen every theory known to man about the Strait of Hormuz. Iran lost control, airplanes full of cash, tankers aren’t really on fire, or whatever was the case; everyone and their grandma had an explanation for the oil market. It was in surplus, it was in deficit, it was going higher, i…

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