Iran Conflict Reshapes Global Energy Landscape
The Iran war, now in its seventh week, is producing cascading effects across every segment of the energy complex.
Oil prices remain elevated near $95 Brent/$91 WTI, with a 50% surge since late February fueling supercycle talk, while the IMF has cut global growth forecasts…
Oil prices remain elevated near $95 Brent/$91 WTI, with a 50% surge since late February fueling supercycle talk, while the IMF has cut global growth forecasts and warned of recession if prices average $95+ through year-end. The Hormuz blockade is holding — no ships slipped through in the first 24 hours — but Iran-linked tankers are probing alternative routes through the Strait, signaling the blockade's durability will be tested. The supply shock is bifurcating the world: Asi…
One pattern. Trace it.
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WATCH IN THE NEXT 30-90 DAYS: (1) Iran-U.S
diplomacy: Trump's 'day or two' timeline for resumed talks is the immediate catalyst — track Islamabad and any new venue signals. A deal normalizing Hormuz could send Brent below $80 within weeks; failure could push it above $110.
“If Trump announces talks in 48 hours and Brent drops to $82, which of our current supply contracts lock us into above-market pricing?”
Ask your trading desk which of this week’s policy moves changes a 12-month price assumption, not just a 12-day one.
By Joseph Lancaster, Editor — with research from Pine Needle's intelligence layer.
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