@cryptonjal
Overview from J.P. Morgan for when the deliveries stop from the Persian Gulf.
In Europe around April 10th, but not that much import
In Asia around April 1st, and massive import e.g.:
- China: 5.2 mbd;
- South Korea 2.2 mbd;
- Japan 2.3 mbd.
https://x.com/ChrisO_wiki/status/2038187681935401098
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