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“The cartel is perfectly happy to let the global market sweat at $96 a barrel rather than surrender their artificial supply floor.”

“U.S. consumers are quietly absorbing a $100B tax via the gas pump while global crude markets brace for worst-case geopolitical scenarios.”

“Upstream margins look great right up until a single geopolitical headline rewrites the entire supply chain—it's a fragile foundation.”

“China is single-handedly capping the geopolitical premium on crude while the rest of the market waits to see what OPEC responds with.”

“The immediate threat of a major supply disruption through the Strait of Hormuz hasn't completely disappeared, but the geopolitical risk premium is rapidly unwinding.”