Hormuz crisis
Discussion focused on how the Hormuz crisis disrupted oil-market assumptions, with particular emphasis on the unexpectedly severe imbalance between crude and refined products. Anton Likhodedov said transport demand remained close to its pre-war baseline and that refinery-run cuts disproportionately affected non-transport sectors, while identifying refinery bottlenecks as more severe than expected 1. On Oil Ground Up’s show, Rory Johnston questioned Jeff Currie about why prices had not responded despite renewed instability and a claimed deterioration in conditions 2.
Where the voices land
Nobody took a position in july 2026.
Mentions
2 in July 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jeff Curry 1 mention
- Rory Johnston 1 mention
- Anton Likhodedov 1 mention
See what your own voices say about Hormuz crisis, every morning.
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