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Aldo Spanjer
Commodity Strategist, BNP Paribas
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Synopsis
This analysis provides critical insights for crude oil traders, energy security analysts, and market participants navigating the post-conflict energy landscape and its implications for global oil balances.
What you'll learn
Assess the immediate impact of the ceasefire on export flows, freight risk, and regional chokepoints.
Understand how OPEC+ and US shale dynamics may shift as market players digest the latest developments.
Preview how evolving geopolitical assumptions are feeding into updated SnD models and market positioning.