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Global oil flows increasing gradually after interim peace deal though risk premiums stay elevated: S&P Analysts

oil flows would begin to approach pre-war levels in the coming months.

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businessday.co.za

cnbc.com

economictimes.indiatimes.com

thehindu.com

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thehindu.comStai leggendo1 g fa

Global oil flows increasing gradually after interim peace deal though risk premiums stay elevated: S&P…

oil flows would begin to approach pre-war levels in the coming months.

originale

economictimes.indiatimes.com1 g fa

Oil may stay above pre-conflict levels; OMCs and gas stocks could see further upside: Probal Sen

ICICI Securities: crude will trade $75-$80 until peace clarity; return below $70 unlikely with persistent shipping disruptions. OMC stocks have margin upside not priced in; upstream benefits from avoided windfall taxes; city gas gains from lower LNG procurement costs.

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businessday.co.za3 g fa

US-Iran talks cloud oil market outlook

US-Iran ceasefire eases Strait of Hormuz concerns but 60-day talks delay normalization; Brent crude $80/bbl from March-peak $119.50. Uncertainty on waterway toll status and 2.44M barrels/day Q3 deficit extend energy cost inflation for tech infrastructure.

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cnbc.com2 g fa

Oil prices rise as investors continue to watch U.S.-Iran moves, Citi sees 'overhang' disappearing

U.S. Treasury authorized a 60-day Iranian oil import license through August 21, lifting Brent crude 0.36% amid de-escalation signals. Energy inflation easing reduces capex volatility for IT infrastructure and cloud, enabling predictable budget planning.

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Timeline cronologica

domenica 21 giugno 2026·businessday.co.za
US-Iran talks cloud oil market outlook
Analysts say full recovery in oil flows is unlikely as shipping and production lag due to uncertainly around the US-Iran agreement
martedì 23 giugno 2026·cnbc.com
Oil prices rise as investors continue to watch U.S.-Iran moves, Citi sees 'overhang' disappearing
Oil rises slightly early Tuesday as investors continue to assess the latest developments in the Middle East, while showing optimism the conflict may end soon.
martedì 23 giugno 2026·economictimes.indiatimes.com
Oil may stay above pre-conflict levels; OMCs and gas stocks could see further upside: Probal Sen
Geopolitical easing may cool crude oil prices, but a return to pre-conflict levels remains unlikely soon. Experts suggest shipping disruptions and elevated insurance costs will…
martedì 23 giugno 2026·thehindu.com
Global oil flows increasing gradually after interim peace deal though risk premiums stay elevated: S&P Analysts
oil flows would begin to approach pre-war levels in the coming months.