@semafor: Many factors have helped offset the dropoff in crude tankers exiting the Persian Gulf — but it’s becoming clear that another vital, if relatively modest, boost came from increased production in a handful of Western-hemisphere countries outside the top tier of global petrostates, Tim McDonnell explains. Read Tim's full view on Semafor.com Read Tim's full view on Semafor.com

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Thursday 13 August 2026 19:35:04 GMT