Post by Cordoba Research Group

“The ceasefire between the US and Iran has eased immediate market pressure, but the underlying constraints remain. Hormuz throughput is still far below normal levels, energy supply disruptions persist, and insurance markets have not reopened the corridor in practical terms. The rally reflects positioning rather than a change in fundamentals.” 📌 In this note, Cordoba Research Group looks at: - Why the ceasefire has not resolved key supply and logistics constraints - How oil, equities and bond markets reacted to the announcement - What ongoing disruptions in Hormuz mean for energy flows and pricing - Where risks remain across LNG, fertilisers and semiconductor supply chains 📩 Read the note here: https://lnkd.in/ehDr9EcV (full note available in the Research Library) #EnergyMarkets #Geopolitics #Oil #Macro #Commodities #CordobaResearchGroup