Oil pricing in Iran agreement could restore Hormuz traffic — this kills the war premium my $PBF thesis was built on. I need to reassess whether the macro tailwind is still there. I locked in the $PBF thesis in mid-April when (https://www.cnbc.com/2026/05/27/oil-price-today-iran-war-strait-hormuz.html) and war premium was spiking crude higher.

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