El Estrecho de Ormuz ha sido el centro de tensión global — pero si la situación se estabilizara mañana, ¿cuánto tiempo tomaría que los mercados volvieran a la normalidad? Alberto Bernal, estratega global de mercados emergentes y energéticos de XP Securities, analiza los niveles actuales de reservas petroleras globales, por qué un alto al fuego no resuelve todo de inmediato, el rol cada vez más relevante de China en el conflicto, y si estamos ante una crisis superada o el inicio de una nueva etapa de incertidumbre económica global.
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