Oil and gas markets are facing a renewed shock as ship traffic through the Strait of Hormuz grinds to a halt following the United States’ announcement of a naval blockade […]
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Category: Crude Oil-en
Oil Backwardation Steepens as Near-Term Supply Stress Collides with Demand Risks
WTI and Brent remain in steep backwardation, with front-month futures near USD 95–98/bbl while long-dated contracts fall steadily towards the low USD 50s, signaling acute near-term tightness but growing concern […]
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Iran’s Ten-Point Hormuz Control Demand Keeps Global Agri-Food Trade in Limbo
Iran’s insistence on retaining control over the Strait of Hormuz and securing sweeping sanctions relief under its formal ten-point proposal signals that the effective closure of the waterway is unlikely […]
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Crude Oil Surges Above €90: Backwardation Signals Tight Near-Term Supply
WTI and Brent crude futures have surged into the high double digits with a steeply backwardated curve, reflecting acute short-term supply stress despite rising U.S. inventories. Near-dated contracts price a […]
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China Deploys Commercial Oil Reserves as Hormuz Crisis Deepens, Tightening Energy Costs for Global Agriculture
China’s decision to authorise major state refiners to draw down commercial oil reserves amid the protracted Strait of Hormuz closure is cushioning its domestic fuel market but reinforcing elevated energy, […]
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Hormuz Ceasefire Fails to Unlock Shipping as Seoul Sends Envoy to Tehran, Exposing Deep Energy and Agri-Trade Risks
South Korea’s decision to dispatch a special envoy to Iran comes as the Strait of Hormuz remains effectively closed to mainstream commercial traffic despite a two-week ceasefire between Iran and […]
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Crude Oil Collapses Below $100 as Geopolitical Premium Unwinds
Oil prices have suffered a violent correction, with front-month WTI and Brent both crashing back below $100 per barrel as markets rapidly unwind the extreme geopolitical risk premium built during […]
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Oil Curve Cools: Front-End Retreats While Long-Term Prices Slide
Crude oil futures eased on 7 April, with front-month WTI and Brent correcting from recent highs while the entire forward curve remains downward sloping, signaling expectations of softer long-term fundamentals […]
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Crude Oil Surges Above €100: Front‑End Backwardation Deepens on Middle East Shock
Crude oil futures remain firmly supported above the equivalent of €100 per barrel at the front end, with WTI May 2026 settling around $112.72 (≈€103) and Brent June 2026 at […]
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Strait of Hormuz Conflict Tightens Gulf Chokepoint as Saudi Rail Corridor Offers Overland Relief
Ongoing military escalation around the Strait of Hormuz has sharply disrupted maritime traffic through one of the world’s most critical energy and cargo corridors, forcing carriers and commodity traders to […]
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