Category: Crude Oil Macro Perspective

Oil Market Weekly: Saudi Arabia Joins the Strikes, Kazakh Exports Collapse, Brent Tests $95 Resistance

The shortest truce of this war lasted 48 hours. On July 27, American-Iranian talks resumed and the fighting paused —

The June truce is already dead: tankers hit in Hormuz, the June memorandum declared finished, and Brent climbing toward $80.

Brent is still holding above $70/bbl, but I don’t think it lasts. This week I dig into the growing gap

This Week on MacroPOV: Crude Oil Macro Perspective Brent crude just closed the war gap — price is back in

Trump and Iranian President Masoud Pezeshkian signed the peace memorandum this week: the Strait of Hormuz reopens, the Iranian port

The paper markets are resting easy, betting on an imminent resolution in the Persian Gulf. But the physical data paints

The global energy market is riding a wave of euphoria following the June 3 Beirut-Jerusalem ceasefire announcement. But behind the

The Geopolitical Premium Wall Street is Ignoring The global oil market is currently trading on pure, unadulterated hope. Despite US