The Commodities Feed: Oil bounces on Persian Gulf re-escalation
Fast-developing events in Persian Gulf heighten risk of breakdown in US-Iran talks
The Commodities Feed: Oil sells off as US eases sanctions on Iran
Looking ahead, the key uncertainty remains how quickly Strait of Hormuz oil flows normalise
The Commodities Feed: LNG supply disruptions now a long-term problem as Iran…
Market pricing in multiyear supply disruption, making large global LNG surplus more elusive
Despite Trump’s words, the market will need to see a resumption of Strait of Hormuz flows to sustain lower oil prices
Any escalation with Iran will raise concerns over oil flow disruptions through the Strait of Hormuz
The Commodities Feed: Lingering supply risks provide tailwinds to oil
The Commodities Feed: Sanctions push oil higher
