The start of the Hormuz evacuation is a concrete operational step forward and will be read by oil markets as confirmation that the ceasefire is holding well eno...
For oil markets, the vote is noise rather than signal. The White House has already declared the resolution unconstitutional and non-binding, and with a ceasefir...
Via oilprice.com:*** Expectations I had seen:headline crude oil -5mn barrelsdistillates gasolina -350k bbls This article was written by Eamonn Sheridan at inves...
The $5,100 gold target is the most striking single number in the outlook and, set against a mid-2027 timeframe, implies meaningful further upside from current l...
Danske's floor call is the most market-relevant element here: by explicitly ruling out a return to the $60-$70 pre-war range, the bank is signalling that the st...
The Iran walk-out of war negotiations and the ongoing fighting in Lebanon haven't derailed the oil selloff. On the weekend, J.D. Vance brushed aside ceasefire v...
FUNDAMENTAL OVERVIEWGold maintains the bearish bias following the hawkish Fed dot plot last week as the central bank’s tightening bias led to a rise in real yie...
The Barzan facility supplies Qatar's domestic gas market rather than its LNG export terminals, which limits immediate disruption risk to global supply. However,...
Goldman's forecast of sustained central bank buying at 50 tonnes a month through 2026, easing to 40 tonnes in 2027, provides a durable structural floor for gold...
A joint statement from Qatari and Pakistani mediators confirmed the conclusion of constructive US-Iran talks in Switzerland, establishing a high-level political...
Iran's Foreign Ministry confirmed a breakthrough mechanism for safe vessel transit in the Strait of Hormuz following 18 hours of intensive talks mediated by Qat...
The sharp drop in Hormuz transits, from 26 vessels Saturday to just five Sunday, signals a fast-deteriorating risk picture even though the US military insists c...