A US official said Iranian or suspected Iranian oil on water averaged 110 million barrels over the past week, down from 180 million before the war. Offloadings fell to 0.9 million barrels per day from 1.4 million.
Sentimentbearish 30
Bearish · 30 of 100
Impact60
medium · sector-wide
Confidence70%
moderate confidence · 3 wires
Eventdeveloping
v3 · alerts feed only
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WHY IT MATTERS••••••••••Market transmission and exposed assetsBULL / BEAR CASE•••• / ••••Competing evidence, edited togetherNEWS ON PRICE••.•% reactionConfirmation versus SPY and sectorWHAT TO WATCH•• catalystsThe facts that can change the read
BORSAPLUSWhy it matters · Bull and bear case · Reaction against SPY and the sector · What to watch
