Morgan Stanley's global commodity strategist, Martin Ratz, explains why the resumption of oil shipments through the Strait of Hormuz may be slower and more constrained than markets expect, leading to continued supply tightness over the coming months.
"The reopening of the Strait of Hormuz for crude oil transport is likely to take longer and face more severe supply constraints than the market currently anticipates."
This episode is part of Morgan Stanley's "Thoughts on the Market" podcast series. The full analysis (in English) is available here.