Geopolitics6 June 2026
Sanctions reshape energy freight markets; clearing reliability deteriorates in 2026
via Vortexa
Sanctioned oil (Russia, Iran) continues flowing, but execution—clearing, payments, vessel insurance—is breaking down. Freight capacity is now the binding constraint, not production. Oil traders face wider bid-ask spreads and longer settlement cycles; expect volatility in WTI/Brent and refined products.
Original source
Vortexa
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