【期貨盯盤神器專屬文章】全新欄目——市場深談：油市專家Jeff Currie認爲，別隻盯着原油，成品油市場的“供應充裕幻覺”可能已經結束！

Aug 17 — Newly launched crude ETF holdings report: WTI (USO) nominal exposure ~24.58 mln bbl, up ~1,000 bbl on the day; Brent (BNO) futures holdings ~7.66 mln bbl, up ~39,000 bbl on the day.

Brian Clark, senior fellow at the Hudson Institute, says US scope to further escalate a blockade of Iranian ports in the Strait of Hormuz without exposing US forces to major risk is very limited. He warned no war has historically been won by air power alone. The remaining US military option would be to ‘‘open the Strait’’ by using naval and air forces to escort commercial shipping — a step Washington has so far avoided. Deploying warships to protect transits could risk a reprise of the 1980s tanker war, with vessels coming under attack; the next escalation would be ground forces. Before committing ground troops, the US may attempt limited escort missions to signal Iran does not fully control the Strait. Clark expects the standoff to end with Iran and Yemen exercising de facto control via some form of charging for passage, while the US seeks a diplomatic ‘‘fig leaf’’ to claim the issue was resolved without harming US interests.