Group 1: Oil Market Dynamics - Oil prices are stable, with Brent near $64 per barrel and West Texas Intermediate around $60, following a more than 2% increase after an attack on Novorossiysk [1] - The market is currently fluctuating in a $60-$70 per barrel range, with a focus on the evolution of Russian oil exports in the coming months [1] - Geopolitical tensions, including the attack on Novorossiysk and Iran's seizure of an oil tanker, have added a premium to oil prices amid a global surplus [1] Group 2: Geopolitical Actions - The US has intensified actions against Russia, including blacklisting major companies like Rosneft and Lukoil, as part of efforts to end the war in Ukraine [2] - President Trump expressed support for Senate legislation aimed at sanctioning countries that engage in business with Russia [2] Group 3: Refinery Margins and Supply Issues - Refinery margins have increased due to attacks on Russia's energy infrastructure and outages at key plants in Asia and Africa, leading to reduced diesel and gasoline supplies [3] - Speculators have shown significant bullish sentiment towards Europe's diesel benchmark, marking the largest outright bullish wagers since 2022 [3]