JCI-日立

OMR: From fundamentals to geopolitics

2018-05-16
The decision by the United States to withdraw from the Joint Comprehensive Plan of Action regulating Iran’s nuclear activities has switched the focus of oil market analysis from the fundamentals to geopolitics. In these early days, there is understandable uncertainty about its potential impact on Iran’s oil exports, which are currently about 2.4 mb/d.
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