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Fundamental Analysis Posted 3 hours ago

Iran War Disrupts Oil Supply; US Producers Gain $130 Billion

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Strait of Hormuz restrictions following February Iran conflict have forced global buyers to alternative suppliers, benefiting US oil majors with $130 billion in gains. Crude supply tightness supports CAD through oil prices and lifts USD energy stocks, offsetting current dollar weakness from US midterm results. Traders watch whether sustained geopolitical disruption reprices central-bank rate paths beyond current structural expectations.
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