Normalization isn’t a switch
6:59–7:40 · 41s
Mathieu explains why reopening Hormuz won’t instantly fix markets—production restarts, ship repositioning, long voyages, and refining add up to a three-to-four-month lag.
6:59–7:40 · 41s
Mathieu explains why reopening Hormuz won’t instantly fix markets—production restarts, ship repositioning, long voyages, and refining add up to a three-to-four-month lag.
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