Iran-US MOU signed but Baghaei fires warning on missiles, uranium and Hormuz fees
The MOU signing removes the immediate tail risk of conflict escalation but the hawkish caveats from Baghaei will caut ...
Iran confirms MoU with the US has been agreed to and finalised. Both sides have signed.
Iran says the plan for negotiating teams to meet in Geneva remains in place, but MoU was signed digitally.Will be no ...
Iran signals permanent Hormuz changes as $300bn reconstruction deal confirmed
The confirmation that Hormuz will not revert to pre-war conditions introduces a structural premium into crude pricing ...
Silver awaits the FOMC decision to extend gains as hawkish risk keeps the market on edge
FUNDAMENTAL
OVERVIEWSilver broke down last week as continued escalations in the Strait of
Hormuz and hawkish ...
Goldman holds TTF gas forecasts, flags upside risk and delayed LNG recovery
The marginal delay to LNG normalisation, pushed from end-June to end-July, is a small but meaningful signal that the ...
US Defense Production Act floated to force US insurer to cover Hormuz passage, Navy escort
The bottleneck of nearly 500 vessels, including 220 oil tankers, sitting outside Hormuz is the key reason oil prices ...
US-Iran deal: where things stand and what comes next
Oil has shed more than 7% across two sessions on the back of the deal, with prices sliding to fresh three-month lows ...
Oil: Private inventory survey shows a headline crude oil draw much greater than expected
Via oilprice.com, although I have added in some of the missing pieces from other sources:
This article was writte ...
Oil falls further on a report that Iran could be allowed to immediately sell oil
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 ...
They’re dunking on the oil bulls
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 dow ...
Oil prices extend losses and target pre-war levels amid expectations of Hormuz reopening
FUNDAMENTAL
OVERVIEWThe surprising US-Iran breakthrough last Thursday triggered a selloff in crude
oil as tra ...
Gold avoids a complete breakdown on surprising US-Iran breakthrough as focus turns to FOMC
FUNDAMENTAL
OVERVIEWAfter the surprising US-Iran breakthrough on Thursday, gold has erased all last
week’s lo ...