#ev-demand News & Analysis

Alex Turnbull: The Strait of Hormuz closure threatens global oil supply, Asia’s reliance on Middle Eastern crude creates vulnerabilities, and negative refining margins challenge operational viability | Odd Lots

Alex Turnbull discusses how potential Strait of Hormuz closures threaten global oil supply stability, with Asia's heavy dependence on Middle Eastern crude creating systemic vulnerabilities. The analysis also examines how negative refining margins are pressuring operational viability across the sector, while East Asia's nuclear power revival and EV demand surge reshape regional energy markets.