Energy Aspects: Oil Market at Inflection Point, Prices Poised to Rise

Energy Aspects' Amrita Sen argues the oil market has reached an inflection point, with accelerating global inventory drawdowns and China resuming significant crude purchases. Middle East shipping risks, including tanker attacks in the Strait of Hormuz and Houthi threats in the Red Sea, are disrupting supply to Asian refiners, supporting a higher price trajectory. The claim is based on analyst commentary, not hard data, and the persistence of Hormuz disruptions remains uncertain.