Late yesterday....EU politicians started up a talk....to essentially trim back on jet-fuel purchases from the Middle East, and ramp up more purchase situations from the US.
Amount? They are talking of a 75-percent cut on Mid-East fuel contracts.
Where this leads onto? I'd suggest a 2026 trend where US oil companies benefit greatly. Long-term? They will eventually go back to the old trend....but I'd suggest that the US companies for the next 12-to-18 months benefit.
This shortage chatter? There might be a 30-to-60 day period where some flights are curtailed....until the supply gets back to a norm.
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