McNally expects Strait reopening to take through end of month; oil inventories are at multi-year lows and will be drawn further before meaningful supply returns. He sees Brent potentially spiking above $100 in July-August due to pent-up Asian demand and stock rebuilding.
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Rapidan Energy Group
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Industry Research Firm
Bob McNally 9.0
Industry Research Firm
Bob McNally 9.0
6/15/2026 11:00:17 PM
wti
If Hormuz gets disrupted longer through July or August, oil prices would have to do severe damage to the economy—mid to high $100 price
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