Tariff Talk: Why a Strait Reopening Won’t Be a Quick Fix

OPIS TALKS COAL, METALS & MINING:

In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton examine the latest US-Iran memorandum of understanding and why any reopening of the Strait is unlikely to bring an immediate return to normal energy flows.

They discuss why the market may be underestimating the time, cost and logistical hurdles involved in restoring crude, LNG and refined-product movement, even after a ceasefire.

The conversation also looks at what tighter inventories and ongoing uncertainty could mean for diesel buyers and risk management, particularly for mining and industrial customers.

The episode closes with a look at newly announced Section 301 tariffs and why tariff uncertainty may be on firmer legal footing rather than fading away.

Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

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