The MOU signing removes the immediate tail risk of conflict escalation but the hawkish caveats from Baghaei will caution on further meaningful risk-off unwind i...
Commoditiesの記事一覧
Iran says the plan for negotiating teams to meet in Geneva remains in place, but MoU was signed digitally.Will be no signing ceremony in Switzerland.Earlier:Ira...
The confirmation that Hormuz will not revert to pre-war conditions introduces a structural premium into crude pricing that markets will need to reprice on a sem...
FUNDAMENTAL OVERVIEWSilver broke down last week as continued escalations in the Strait of Hormuz and hawkish Fed expectations after the strong NFP raised real y...
The marginal delay to LNG normalisation, pushed from end-June to end-July, is a small but meaningful signal that the physical market is not clearing as quickly ...
The bottleneck of nearly 500 vessels, including 220 oil tankers, sitting outside Hormuz is the key reason oil prices remain elevated above pre-war levels despit...
Oil has shed more than 7% across two sessions on the back of the deal, with prices sliding to fresh three-month lows as markets price in the return of Iranian b...
Via oilprice.com, although I have added in some of the missing pieces from other sources: This article was written by Eamonn Sheridan at investinglive.com....
WTI crude is now down more than 5% to $76.01 on a report that the US will allow Iran to immediately sell oil when the deal is signed. There was some speculation...
Oil is on my radar.1.This is starting to look like capitulation. WTI is down another $3.13 to $77.26 today and is down dramatically from $91.62 last Thursday. T...
FUNDAMENTAL OVERVIEWThe surprising US-Iran breakthrough last Thursday triggered a selloff in crude oil as traders started to unwind the hedges and positioned fo...
FUNDAMENTAL OVERVIEWAfter the surprising US-Iran breakthrough on Thursday, gold has erased all last week’s losses as traders pared back rate hike bets on expect...