Will Ending the War Crash Brent? The New Reality of Route Risk in Oil Markets

Disruption BankingWill Ending the War Crash Brent? The New Reality of Route Risk in Oil Markets

The oil market’s war premium has changed shape. It is no longer primarily pricing the probability of escalation. It is pricing something slower to unwind: whether Gulf crude can physically and commercially move on terms that owners, charterers, and insurers will accept. This is the essence of route risk. It is not just about whether

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