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Anas Alhajji, managing partner, energy economist, market analyst at Energy Outlook Advisors LLC, raises concerns about the sustainability of strong U.S. petroleum product exports and their potential to lead to significant domestic inventory shortages and price increases.
Alhajji also questions how the Hormuz crisis and releases from the U.S. Strategic Petroleum Reserve could impact U.S. diesel exports and overall crude oil prices, especially WTI.
Alhajji has recently tracked the build-up of Cushing crude inventories while West Texas Intermediate (WTI) prices have remained subdued in previous reporting. He has also examined the expansion of TSMC’s U.S. investment from $40 billion to $65 billion amid major geopolitical shifts. These topics reflect his continued focus on energy markets and global investment flows.