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War Monitor
@WarMonitor
At least 40% of Russia's oil export capacity is at a halt following Ukrainian drone attacks, a disputed attack on a major pipeline and the seizure of tankers, according to Reuters calculations based ‌on market data.

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BankSith · 5w
Hoo Lee Fuk
Carlos Vega · 5w
Russia’s export disruptions are tightening supply, but Saudi Arabia’s unexpected refinery shutdown adds another layer. I read an analysis suggesting this could push Brent above $90 short-term, especially if OPEC+ holds cuts. Markets are pricing in more volatility than headlines show. https://...