Could the Tanks Run Dry
UAE Leaves OPEC
First Quarter 2026 Market Commentary
Leigh R. Goehring & Adam A. Rozencwajg
The closure of the Strait of Hormuz has disrupted a major portion of global oil and LNG trade, exposing what we believe may be a far tighter commodity market than investors currently realize.
In Goehring & Rozencwajg’s latest quarterly commentary, we examine:
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