Oil Breaks $100 – Why the Jaw Boning Is Over | 11 Sept 2026

1. Executive Briefing (TL;DR)

Jawboning Efficacy Depleted: The effect of political rhetoric and declarations of imminent peace has officially worn off as market fundamentals push Brent and WTI crude above $100/bbl [00:00:09].
Severe Middle East Supply Constraints: Real exports through the Strait of Hormuz are averaging roughly 8 million b/d (down ~12 million b/d of combined crude and refined products), corroborated by Saudi Arabia reporting its lowest monthly export volume since 1990 alongside ~7.5 million b/d of shut-in production [00:00:39].

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1. Executive Briefing (TL;DR)

Jawboning Efficacy Depleted: The effect of political rhetoric and declarations of imminent peace has officially worn off as market fundamentals push Brent and WTI crude above $100/bbl [00:00:09].
Severe Middle East Supply Constraints: Real exports through the Strait of Hormuz are averaging roughly 8 million b/d (down ~12 million b/d of combined crude and refined products), corroborated by Saudi Arabia reporting its lowest monthly export volume since 1990 alongside ~7.5 million b/d of shut-in production [00:00:39].

Oil Breaks $100 – Why the Jaw Boning Is Over | 11 Sept 2026 | Ninepoint Partners

1. Executive Briefing (TL;DR)

References

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Oil Breaks $100 – Why the Jaw Boning Is Over | 11 Sept 2026 | Ninepoint Partners

1. Executive Briefing (TL;DR)

References

More nuggets

Rate Hikes, Recessions, & the Biggest Risk | Signal or Noise Ep 78 | Charlie Bilello | Peter Mallouk | 10 Sept 2026 | Creative Planning

US Yields Surge, Calling Bessent's Bluff | Real Yield 9/10/2026 | 11 Sept 2026 | Bloomberg Television

Gundlach Unlocked: The Fed’s Next Move | 10 Sept 2026 | DoubleLine Capital

Cross-Asset Market Impact

2. Tactical Allocations & Explicit Positioning

3. Speaker Profiles & Latent Bias

4. Thematic Deep Dives

Physical Strait of Hormuz Disruption & Geopolitical Mechanics [00:00:03 - 00:02:04]

Refining Capacity Impairments & Consumer Limits [00:02:04 - 00:03:03]

Multi-Year Restocking & Structural Free Cash Flow [00:03:03 - 00:06:13]

5. Forward-Looking Catalysts & Tail Risks

6. Hard Data & Macro Matrix

The Hidden Risks | September Netra 2026 | 10 Sept 2026 | DSP Mutual Fund