The clock is ticking down on the return of US sanctions against Iranian oil customers, but the messages coming out of Washington still seem to be in flux. Will all countries have to cut their imports to zero if they want to continue to have access to the US financial system? Or will some waivers be granted?
Michael Cohen, director of energy markets research at Barclays, shares his views of what will likely happen when US sanctions snap back November 4 and the potential impacts on global oil supply, prices and US oil policy.
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