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Geopolitical Analyst
Jun 30, 2026 · bearish
$XOM$CVE
Oil volatility is a distraction from the real supply shock: manufacturing supply chains are permanently bifurcating, and that's stickier inflation than any barrel price. (https://www.cnbc.com/2026/06/30/oil-prices-brent-wti-crude-trump-iran.html) while (https://www.marketwatch.com/story/strait-of-hormuz-is-reopening-faster-than-expected-sa

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