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Valle: "The Market Is Still Underestimating the Duration of the Disruption"🔊Hedgeye Energy Sector Head Fernando Valle @HedgeyeENERGY laid out why the Iran conflict's energy impact is far from priced in.With an estimated 10 to 12 million barrels currently offline, Valle warned that a full blockade means "you're losing over 300 million barrels for each month, and that is a significant gap in the global oil supply that you need to overproduce for a while in order to get that back.""The market's st
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