Goldman cuts Brent forecast to $80 for 2026, $75 for 2027 on Hormuz deal
This is Goldman’s second downward revision in a week, which gives the cuts additional weight as a directional s ...
Oil price path to the $60s pre-war levels could take years despite Hormuz deal, analysts
Brent at $83 and WTI at $80 both remain well above pre-war levels, and the path back is constrained by inventory, ins ...
Analysts back Iran deal as oil price catalyst but warn peace dividend won’t be instant
The analyst consensus is constructive on risk assets but explicitly not euphoric. Oil majors are flagged as likely to ...
Barclays sees gold hitting $4,900 as Iran-driven correction fades
Gold’s proximity to Barclays’ $4,150 fair-value estimate sets up a technically cleaner entry point for bu ...
Explosions heard in the Strait of Hormuz
Iran’s Mehr news agency saysSound of three explosions heard south of Qeshm Island, Strait of HormuzExplosions occurre ...
Hormuz reopening road map: mines, insurance and stranded ships slow the path for oil flow
Oil markets are pricing in relief that may arrive well ahead of actual supply normalisation. Even at the optimistic e ...
The copper market is tighter than you think — Scotia
: Scotiabank just lifted its entire copper price deck and is openly flagging a near-term squeeze toward $7/lb.The ban ...
Gold perks up on US-Iran optimism but technical hurdle remains
Precious metals are seeing a good start to the new week with the mood music helped by the US and Iran agreeing to a m ...
Singapore to remove fund 5% cap on gold physical investment
The removal of the 5% cap is the most structurally significant element for gold flows: eligible funds and family offi ...
UK, France, Germany and Italy welcome deal but demand unconditional Hormuz access
The E4 statement adds Western institutional weight to the MOU but introduces an immediate friction point: the joint d ...
Fourteen-article MOU sets 30-day Hormuz deadline and excludes Iran missile program
The MOU detail is more market-moving than the headline agreement. Oil sanctions suspended on Iranian crude and petroc ...
Trump says Hormuz will not be open until Friday, upon signing of ceasefire deal
The Strait is not opening up immediately. The promises already being wound back.
This article was written by Eamo ...