Montary Policy Expectations of US FED Federal Reserve Chair Jerome Powell said the Fed’s response to the US‑Israel–Iran War will depend on how the conflict affects Americans’ inflation expectations. He suggested the Fed may look through the current energy-driven supply…
Economic Implications of Iran War The Iran war’s immediate human toll is severe, but its economic effects vary widely. The heaviest costs fall on the region—Israel, Gulf states and Iran—while the global impact depends mainly on disruptions to energy and…
Spike in Jet Fuel Has Political Implications The U.S.-Iran war entered its fifth week and has severely disrupted oil supply via the Strait of Hormuz, causing a roughly 40% spike in oil prices since Feb. 28 and large increases in…
Oil Spike after Gulf Gas Fields Struck Iran and Qatar accused Israel of striking the giant shared South Pars/North Dome offshore natural gas field. Then Iran hit Qatar’s Ras Laffan industrial city, causing fires and “extensive damage.” While most of…
Iran War and Implications on Oil Production and Prices The U.S.-Israeli war with Iran has effectively closed the Strait of Hormuz, a critical chokepoint through which about one-fifth of the world’s daily oil and LNG supply passes. Major Middle Eastern…
US Sanctions on Russian Oil Majors Aim to Get Putin to Negotiate The Trump administration announced sanctions on Russia’s largest oil producers, including state-run Rosneft and privately held Lukoil, citing Russia’s lack of commitment to a peace process in Ukraine…
Oil Market and the Deflation of the Geopolitical Risk Premium This Goldman Sachs prediction was a worst case scanario. The closure of the Strait of Hormuz would have a strategic mistake by Iran. For three reasons, it needs the money…
Oil Price Risk and Possible Scenarios of Middle East Escalation In this article, we look at the current tensions in the Middle East, particularly between Israel and Iran, and their potential impact on global oil markets. Following missile strikes from…
Expections of Increased Saudi Oil Output Result Push Oil Lower Oil prices experienced minimal changes on Thursday after a decline in the previous session. Rising fuel demand and decreasing U.S. stockpiles countered concerns about weak demand, particularly in China. However,…
Oil Fundamentals and Geopolitical Risks The energy sector has seen a surge in prices due to escalating geopolitical tensions in the Middle East, with crude oil futures reaching five-month highs. Despite differing opinions among analysts on the rally being headline-driven…
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