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Oil markets may face moment of truth in June. Brace for a 'non-linear' price spike and panic buying FortuneThe Countries Profiting From the War Oil Shock, as Others Lose Out The New York TimesMapping the Iran war's trade disruption The EconomistGlobal oil stockpiles could hit record lows if Strait of Hormuz remains closed CNBC
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The commodity complex is in a structural bull market, and capital should be flowing away from the companies desperate for commodities and towards those who have them, argues Jeff Currie.
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