JH(@CRUDEOIL231):Persian Gulf oil flows... Imo numbers look pretty damn close to the ground truth, and sharp tanker trackers are printing similar prints. Though obviously desks might have to recalibrate Yanbu runs in the models pretty soon :) #oott #iran

@CRUDEOIL231

PM at the Hedge Fund Arm of Global Physical Commodity Trading House / Macro, Commodities, FICC / Middle and Far East representation / Travelers worldwide

参加 August 2021

325 フォロー中 69.8K ファン

JH@CRUDEOIL231

2026.09.15 15:46

Persian Gulf oil flows... Imo numbers look pretty damn close to the ground truth, and sharp tanker trackers are printing similar prints. Though obviously desks might have to recalibrate Yanbu runs in the models pretty soon :) #oott# #iran#