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Matt Smith

Kpler (Director of Commodity Research)

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BullOil & Gas 2026-07-20

Amid nine days of US strikes in Iran and oil closing higher, Smith says tankers are being targeted, three routes have slowed, and shipping through the Strait of Hormuz (a fifth of global oil supply) has 'ground to a halt.'

“So for all intents and purposes, the Strait is basically closed.”

Matt Smith · Kpler (Director of Commodity Research) · CNBC ↗

28 who lean the other way

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