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Why Oil Markets Could Face A Generational Shock This Summer If US-Iran Talks Fail

Why Oil Markets Could Face A Generational Shock This Summer If US-Iran Talks Fail President Trump is signaling "make a good deal" or walk away with no deal at all. Overnight hostilities around the Hormuz maritime chokepoint highlight just how fragile the ceasefire remains as Washington and Tehran try to solidify a peace deal to end the conflict. The timing of a peace deal is very important because, as we have warned readers, a no-deal scenario would collide with a deteriorating oil-supply backdrop by summer, when global buffers and floating storage begin...
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Mar 5, 2026 / Tyler Durden
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