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60 days of a broken US-Iran MoU: the market stopped waiting for Hormuz

The 60-day window under the Islamabad MoU lapsed on 17 August with no deal, no extension, and no talks under way. Kpler data shows the truce cleared the war’s stranded backlog in 3 weeks and moved roughly 374 mb of crude out of the Gulf, but it never reopened the strait. This final piece in ...

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