Seeking Alpha
30 Sept 2026, 13:45 UTC · 1h ago
Verdict
Headline takes no side. Three claims average −0.23 — slightly bearish.
−0.23slightly bearish
More negative than 72% of claims this week
Scored by the NIS engine · methodology.
What the story claims
3 claims · scored −1 bearish … +1 bullish · 0 new · 3 priced in
Russian diesel exports have fallen by 71%.
Priced inanalysis piece on Seeking Alpha
So whatA disruption of this magnitude in refined products typically spikes crack spreads and elevates EPS for Western refiners in the coming quarter.
More negative than 94% of claims this week
Middle East crude exports have recovered to 17.5 mb/d, approximately 98% of pre-war levels.
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Priced inciting JPMorgan's latest estimates
More negative than 84% of claims this week
Strait of Hormuz flows are currently near 13 mb/d compared to 17.1 mb/d before the war.
Priced inanalysis piece on Seeking Alpha
So whatThe 4.1 mb/d deficit represents a structural bottleneck that sustains a risk premium in oil futures for the foreseeable future.
More positive than 67% of claims this week
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FXEmpire
8h ago
