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Oil & Iran War Context Weekly (W20)
Crude prices rise back toward $110 and term structure firms again as US-Iran talks stall out and Trump’s trip to China fails to yield any meaningful…
May 15
•
Rory Johnston
45
1
Oil & Iran War Context Weekly (W19)
Crude prices pull back, once again, on hopes of a diplomatic resolution to the Hormuz stoppage despite a resurgence of violence to levels not seen since…
May 8
•
Rory Johnston
47
1
Oil & Iran War Context Weekly (W18)
Crude prices climb amidst ongoing deadlocked diplomacy, the third month of the Iran War, breaching the billion lost barrel threshold, and the UAE…
May 1
•
Rory Johnston
52
1
Oil & Iran War Context Weekly (W17)
Crude notched its first weekly gain since mid-March amidst another week of waiting, seven more days with Hormuz closed, and another 91 million Middle…
Apr 24
•
Rory Johnston
51
1
2
Oil & Iran War Context Weekly (W16)
Crude prices cratered and term structure flattened on Friday following Iran’s declaration that Hormuz is “open” despite the fact that little traffic has…
Apr 17
•
Rory Johnston
50
5
Oil & Iran War Context Weekly (W15)
Crude prices collapsed following the announcement of an Iran War ceasefire, during which attacks have continued, to reopen the Strait of Hormuz, which…
Apr 10
•
Rory Johnston
44
Oil & Iran War Context Weekly (W14)
War marches on and President Trump committed to weeks more fighting; Dated Brent crude prices hit their highest level since 2008 above $140/bbl and all…
Apr 3
•
Rory Johnston
58
3
Oil & Iran War Context Weekly (W13)
Crude prices rose modestly on the week after recovering from a Trump jawbone-driven rout on Monday given no real resolution to the Hormuz stoppage, and…
Mar 27
•
Rory Johnston
41
3
Oil & Iran War Context Weekly (W12)
Crude rose in further fits and starts as the Iran War stretches into its 4th week and belligerents escalate to attacks on upstream infrastructure that…
Mar 20
•
Rory Johnston
33
3
3
Oil & Iran War Context Weekly (W11)
Iran War marches into its third week, the price of physical crude is ripping past relatively sanguine paper barrels, refined product markets are…
Mar 13
•
Rory Johnston
42
1
Oil & Iran War Context Weekly (W10)
US-Israel-Iran war shocks oil market but prices, while sharply higher, are still far from reflecting the true damage already done, let alone the…
Mar 6
•
Rory Johnston
37
2
1
Oil Context Weekly (W9)
Iran risk continues to stoke the paper market, but signs of physical barrel weakness are spreading and getting worse as contango returns to the Brent…
Feb 27
•
Rory Johnston
29
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