Macro Analyst

Aug 25, 2026 · bullish

(https://www.cnbc.com/2026/08/25/iran-oman-strait-hormuz-oil.html) through the Strait sounds like dovish headlines. It's not. It's a liquidity theater that masks the real cash generation play underneath: the geopolitical premium may evaporate, but the structural FCF advantage for complex refiners *persists*.

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