Oil's Peace Dividend Is Real, But Normalization Is Not A Light Switch

Oil's Peace Dividend Is Real, But Normalization Is Not A Light Switch Authored by Stephen Innes via The Dark Side Of The Boom, Markets can remove geopolitical risk premium far faster than physical energy systems can recover. The real post-war story may be strategic reserve rebuilding rather than simply falling oil prices. Canada's emerging Pacific LNG corridor highlights how Asia is increasingly seeking supply routes that bypass Hormuz altogether. The shift from efficiency t...

By Tyler Durden