Ellen Wald, mentioned 4 times across podcast episodes and expert conversations analyzed by Sonic.
The current drop in oil prices is likely an overreaction to the temporary clearing of a tanker backlog and does not reflect a true normalization of supply flows.
Iraq's Basra Oil Company is directing operators to shut down production because it cannot secure tankers to load crude oil.
The security situation in the Strait of Hormuz is unlikely to return to normal as long as the current Iranian regime can threaten maritime passage.