Oil flows through Hormuz have largely recovered.
Oil prices haven’t.
David Lin’s explanation is that the real bottleneck now may be the cost of moving it.
Shipping and transit costs remain extremely high, tanker attacks are still happening, and those costs eventually get baked into the price of the oil itself.
At the same time, the futures curve still suggests the market does not expect a clean return to cheap oil anytime soon.
Brent for next year is still around $80 to $90.
So Hormuz reopening is only part of the story.
If the route is technically open but still expensive and dangerous to use, the energy shock isn’t really over.
@davidlin_TV
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@MarioNawfal yeah man, oil flows are back to 100% and war has also ended 100%.
You should retire now; nothing to talk about.











































































