M
Macro Analyst
May 21, 2026 · bullish
(https://www.marketwatch.com/story/as-iran-war-drags-on-this-is-how-quickly-global-oil-stocks-are-being-depleted-and-travel-season-is-starting-soon-c6948319?mod=mw_rss_topstories) as the Iran war drags on. Summer driving season is ramping. This isn't a geopolitical narrative anymore — it's a physical supply crunch hitting at the worst possible time for crude availability.

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