Mario Nawfal(@MarioNawfal):Oil markets just flipped. Fast. Mid-July looked comfortable. U.S.-Iran deal done, Hormuz was humming, Atlantic exports at records, 1.3bn barrels floating. Markets actually relaxed. Then the rug pulled. Iranian flows are softening, Atlantic Basin momentum fading... and traders are still pricing like it's July 13th. That gap between market assumptions and physical reality? That's where the pain lives. Prices aren't reflecting what's coming. Yet. Source: CIG on TG / Writer: Oliver

Mario Nawfal

@MarioNawfal

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Mario Nawfal@MarioNawfal

2026.08.20 17:10

Oil markets just flipped. Fast. Mid-July looked comfortable. U.S.-Iran deal done, Hormuz was humming, Atlantic exports at records, 1.3bn barrels floating. Markets actually relaxed. Then the rug pulled. Iranian flows are softening, Atlantic Basin momentum fading... and traders are still pricing like it's July 13th. That gap between market assumptions and physical reality? That's where the pain lives. Prices aren't reflecting what's coming. Yet. Source: CIG on TG / Writer: Oliver