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The Iran War’s First 90 Days Upended Energy Markets | OilPrice.com

Global inventories are falling rapidly as the world has already lost roughly 1 billion barrels of crude and condensate supply, while shortages are beginning to emerge across Asia.

Raccontata dafinancialpost.comoilprice.comtheage.com.aufortune.com

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4 prospettive sulla stessa storia
AI · summaries
oilprice.comStai leggendo1 g fa

The Iran War’s First 90 Days Upended Energy Markets | OilPrice.com

U.S.-Israeli strikes on Iran erased 1B barrels of crude in 90 days; Strait of Hormuz 90% closed, 10M+ bpd offline. Global inventories draining at 1.7M bpd and Qatar LNG impaired for 5 years set a structural higher floor for energy costs.

originale

Timeline cronologica

  1. venerdì 29 maggio 2026·financialpost.com

    Iran war wiped out 1.5 billion barrels of oil — so far

    Rory Johnston, founder of Commodity Context, discusses the damage inflicted on oil prices from the Iran war. Watch the video.

  2. domenica 31 maggio 2026·oilprice.com

    The Iran War’s First 90 Days Upended Energy Markets | OilPrice.com

    Global inventories are falling rapidly as the world has already lost roughly 1 billion barrels of crude and condensate supply, while shortages are beginning to emerge across Asia.

fortune.com
7 h fa

The Iran conflict has disrupted oil supply. Gulf states are now looking to multi-billion-dollar investments…

Iran's blockade triggers record oil disruption, accelerating Gulf renewable shift: Masdar-TotalEnergies $2.2bn JV, Mubadala's offshore wind. UAE exits OPEC to monetize oil and fund AI. Supply disruption (freight 4x, 3-12m delays) exposes geopolitical risk to tech infrastructure amid Gulf energy rebalancing.

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financialpost.com3 g fa

Iran war wiped out 1.5 billion barrels of oil — so far

The Iran conflict has removed approximately 1.5 billion barrels of oil from global supply to date, according to Commodity Context founder Rory Johnston, with the energy market still far from recovery. Energy managers and CFOs should price in sustained supply tightness: Hormuz disruption risk remains unresolved, making procurement hedging and long-term contract strategies more critical than spot-market reliance.

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theage.com.au20 h fa

Trump’s war is starting to strangle the world

The impact of the global energy shock sparked by the war is starting to hit economies. And there is more pain coming.

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  • lunedì 1 giugno 2026·theage.com.au

    Trump’s war is starting to strangle the world

    The impact of the global energy shock sparked by the war is starting to hit economies. And there is more pain coming.

  • lunedì 1 giugno 2026·fortune.com

    The Iran conflict has disrupted oil supply. Gulf states are now looking to multi-billion-dollar investments in renewables  | Fortune

    The U.S.-Israeli war with Iran has triggered the largest oil supply disruption in history, accelerating Gulf diversification efforts and promoting major new investments.

  • lunedì 1 giugno 2026·oilprice.com

    Top 5 Commodities Impacted By The Iran War | OilPrice.com

    The Iran war has triggered major disruptions across multiple commodity markets, with crude oil, LNG, fertilizers, petrochemicals, and aluminum experiencing severe supply…