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WTI Crude Rallies as US Shipping Advisories Raise Conflict Fears

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Published: February 12, 2026

Geopolitical Tension

The potential for tanker seizures or boardings is currently outweighing the bearish 2026 surplus narrative. Traders are pricing in a disruption to the 20 million barrels per day that transit the Strait of Hormuz.

Inventory Tightness

A larger-than-expected drawdown in US commercial crude stocks reported this week has tightened the prompt physical market, supporting the price rally.