Post by Kayrros

The new edition of The Commodity Picture is out! This week, we look at one of the biggest questions in oil markets right now: how much runway does Iran have to adjust to the US blockade in an orderly fashion? Despite exports collapsing, Iran’s storage infrastructure (both onshore and floating) has enough strategic depth to cushion the operational impact. But that buffer has its limits. In this edition, we break down: • Iran’s remaining spare storage capacity • Why Kharg Island has been the primary pressure point • The rapid inventory builds at at the new terminals at Goreh and Jask • What this means for global oil balances and price risk For oil traders, timing matters: once storage constraints start forcing shut-ins, the market shifts from pricing sanctions risk to pricing actual lost barrels. The manner of any production cut also will affect Iran’s future capacity to bounce back once current constraints are lifted. Read the full edition now 👇 #OilMarkets #CrudeOil #OilTrading #Commodities #CommodityMarkets #EnergyMarkets #OOTT #Geopolitics #MiddleEast #EnergySecurity #Macro #Shipping #Tankers #OilPrices #Trading