Recent jumps in crude inventories have worried investors and prompted some analysts to begin calling for a sustained downturn in oil markets. However, the global crude supply is far from secure. With the oncoming sanctions against Iran’s oil exports, OPEC’s gesturing toward new supply cuts, and US shale production possibly hitting its ceiling, investors should be prepared for a turnaround come the Holiday season, the catalyst which could tie all these circumstances together for a renewed run-up in crude . . .

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