Oil Price Forecast: Hormuz Transit Risk and Iran Succession Put Brent in Focus
FX Empire·2026-03-02 17:32
Figure 6. Crude inventories versus the 2020-2025 seasonal average, showing onshore builds, adjusted on-water stocks, and China crude on the water. Source: VortexaSuccession: The Internal Power QuestionUnder Article 111, an interim leadership council is active. The assembly of Experts must appoint a permanent Supreme Leader. I have broken the analysis of candidates out into a separate report here.Rapid institutional succession = escalation stabilises.Factional fragmentation = maritime leverage escalates.Let’ ...