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The Investment Perspective, with Ninety One
#72 When geopolitics shuts the taps
Season 1, Ep. 72
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Oil markets have been jolted by a sharp escalation in the Middle East, pushing prices higher and disrupting flows through the vital Straits of Hormuz. Paul Gooden explains how the effective closure of this key route is squeezing global supply, driving volatility across energy markets. With outcomes ranging from a temporary spike to a more sustained period of higher prices, inventories, demand destruction and geopolitics will ultimately determine where oil settles.
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