Sector & Market
Barclays Forecast 14.5 mb/d Oil Disruption
Oil exports via Strait of Hormuz fell to 0.4 mb/d (four‑week avg) as of March 30, a 17.2 mb/d YoY drop.
Barclays estimates net disruption of about 14.5 mb/d, with 175 million barrels remaining on Gulf