WTI $95 · DXY 98 · VIX 17 · GPR 231↑
Brent at $101.29 prices a Hormuz recovery that physical infrastructure says cannot arrive before late summer, locking in Europe’s winter gas shortfall at 34% storage even as EU imports of Russian Arctic LNG hit a record $4.4 billion; meanwhile, China’s NFRA suspends loans to five Iranian refineries ahead of the Trump-…