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Oil Supply 'Cliff' Averted, But to What End?

The market's surprising resiliency to lost Mideast supplies has delayed the dire impacts initially seen hitting in June — but has also allowed the conflict to fester.

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energyintel.com

oilprice.com

english.hani.co.kr

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energyintel.comStai leggendo1 mese fa

Oil Supply 'Cliff' Averted, But to What End?

Mideast losses of 21M bbl/day offset by bypass routes and China's demand drop, pushing inventory stress from June to October. This false resilience, built on unsustainable drawdowns, threatens systemic price shock and supply-chain stress by autumn.

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oilprice.com1 mese fa

Oil Market Volatility Masks a Shifting Reality in the Middle East | OilPrice.com

Trump threatens Iran's Kharg Island then retreats; Israel doubles military spending since 2023, cementing permanent militarization as core economic strategy. For tech leader: oil price volatility complicates data center capex planning; Israel's defense-tech consolidation accelerates cyber-security M&A and hiring.

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Oil Supply 'Cliff' Averted, But to What End?

Confronto fonti

Oil Supply 'Cliff' Averted, But to What End?

Oil Market Volatility Masks a Shifting Reality in the Middle East | OilPrice.com

Timeline cronologica

Oil Plunges as Traders Weigh Resilient Market, Peace Hopes

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Rapid oil stockpile depletion raises alarm over potential crisis later this year

Oil Supply 'Cliff' Averted, But to What End?

Rapid oil stockpile depletion raises alarm over potential crisis later this year

Oil Market Volatility Masks a Shifting Reality in the Middle East | OilPrice.com

Equinor Exec Sees Tough Oil Market Reckoning Ahead