The analysis indicates that the world oil valve cannot be restored with just one key.
Recently, several industry insiders pointed out in interviews that although the US and Iran have reached an agreement at the political level to reopen the Strait of Hormuz, the actual process of restoring passage through the strait will still be complex and may need to be phased in. A report released this week by the commodities data analysis firm Kepler shows that there are still approximately 118 oil tankers stranded in the Persian Gulf, waiting to pass through the Strait of Hormuz. Analysts predict that clearing this backlog of ships could still take 10 to 15 days. If hundreds more ships are concentrated waiting to pass through in the future, the order of passage will be a key factor affecting the efficiency of shipping recovery. It is generally expected within the industry that, due to the global energy supply, oil tankers and liquefied natural gas carriers will receive priority passage, while container ships and other cargo ships may need to wait longer.
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