Rory Johnston(@Rory_Johnston):Once upon a time this would have been enough for a crude price pop. But we’re already so deep in a supply hole right now the market just shrug/waits for the next diplomatic headline. Makes sense behaviourally, but supply losses while you’re already in a hole are actually worse.

Rory Johnston

@Rory_Johnston

oil market researcher | founder of | former bank economist | markets, code, barbecue | subscribe to my research:

参加 December 2009

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Rory Johnston@Rory_Johnston

2026.09.21 15:07

Once upon a time this would have been enough for a crude price pop. But we’re already so deep in a supply hole right now the market just shrug/waits for the next diplomatic headline. Makes sense behaviourally, but supply losses while you’re already in a hole are actually worse.