原油手册：霍尔木兹海峡供应真空-The Oil Manual-Strait of Hormuz Air Pocket

March 16, 2026 06:28 AM GMT The Oil Manual | Europe Strait of Hormuz: Air Pocket Hormuz is still effectively shut, product markets are tightening fast, and reopening is not the same as recovery. We raise our Brent forecasts as the market faces a longer physical 'air pocket' than initially foreseen Key Takeaways Exhibit 1: The number of crude, refined product and LNG carriers leaving the Persian Gulf via the Strait of Hormuz remains around 0-2 per day, from ~35 per day before the conflict M Idea Morgan Stanl ...