For World Oil Production and Consumption estimates by the EIA in the June STEO see https://www.eia.gov/outlooks/steo/data/browser/#/?v=6&f=A&s=0&start=2022&end=2027&linechart=PAPR_WORLD~PATC_WORLD&id=&ctype=linechart&maptype=0&map=

Shinzy, See https://www.eia.gov/outlooks/steo/data/browser/#/?v=30&f=M&s=0&start=202401&end=202712&linechart=~COPR_OPEC&maptype=0&ctype=linechart&map= For OPEC crude oil forecast (most of the change is Hormuz). And link below.

Seems to assume oil consumption will recover very quickly to where it would have been before the events of the…

HI again Gary, Thanks again for the Anas interview. I got about halfway through, and found it interesting.

Thanks for the post D C, informative work as usual. The EIA seems to be treating the Hormuz closing as…