US official says in-depth discussions held, working to ensure Hormuz remains open
A US official told Al Jazeera that negotiators held in-depth talks covering all elements of the nuclear agreement, in ...
New York Times: China set to keep shaping oil prices as it holds back on imports
China’s sharp pullback in crude purchases has acted as a de facto shock absorber for global oil markets, helpin ...
Qatar moves to contain Ras Laffan blast as questions linger over cause
Ras Laffan’s role as the heart of Qatar’s LNG export capacity means any incident there draws immediate ma ...
AXIOS report that US and Iran make headway on Hormuz access ahead of technical-level talks
Signs of progress on keeping the Strait of Hormuz open will ease the supply-risk premium that has been priced into cr ...
Gold finds itself in a worse place, if you trust Kevin Warsh
It was a week in two parts of the gold market.The good news came early as the Iran war ended, and seemingly for real ...
Vance cancels his trip to Switzerland
US Vice President JD Vance has canceled his planned trip to Switzerland for talks with Iran, according to CNN.” ...
Citi sees oil at $60-65 by Q1 2027 as Hormuz flows normalise
A $60-65 target from a major bank carries weight at a moment when crude has already hit its lowest point since the co ...
Iraq flags gradual oil return as Hormuz reopens, but risks linger
Oil’s price retreat reflects the market’s initial relief at Hormuz reopening, but the path back to normal ...
Gold closes the gap following the hawkish Fed’s dot plot; tightening bias caps the upside
FUNDAMENTAL
OVERVIEWGold sold off yesterday as the Fed delivered a hawkish surprise by projecting
a rate hike ...
Japan’s 94% Middle East oil dependence leaves firms deeply exposed even as war winds down
Japan’s acute dependence on Middle East crude, with 94% of imports sourced from the region and 93% of those mov ...
Brent could top $130 if strait never fully reopens, Goldman warns
Goldman’s base case of Brent at $80 by year-end and $75 in 2027 suggests limited further downside from current ...
Iran draws a red line on the deal. Attack Lebanon and its off.
Iranian Foreign Ministry spokesman Baghaei says Israel’s continued attacks on Lebanon would be regarded as a br ...