26 March 2026 | 7:42PM EDT Commodities Research Oil Tracker: Pipelines: The Main But Partial Offset to the Hormuz Shock Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Yulia Zhestkova Grigsby +1(646)446-3905 | yulia.grigsby@gs.com Filippo Cuscito +44(20)7051-9073 | filippo.cuscito@gs.com Goldman Sachs International Alexandra Paulus ...

The strikes there have been threatening economic upheaval. Donald Donald Trump claimed that this was all wrapping up. He started the week trying to calm the oil markets with words, but they are reacting to a lot more than words at this hour.Overnight we saw the images that sent shockwaves across the THESE OIL TANKERS ON FIRE IN THE PERSIAN GULF AFTER IRANIAN STRIKES. IT HAS ALSO STOPPED SHIPS FROM REACHING THE CRUCIAL STRAIGHT OF HORMUZ, THE KEY WATERWAY WHICH IS ABOUT 20 % OF THE WORLD'S OIL SUPPLY MOVES T ...

VONNIE: YOU SET UP FOR THE DAY. THE CRISIS WORSENING. RAISING RISKS AROUND GLOBAL ENERGY SUPPLY.BRENT IS HOVERING NEAR $100 A BARREL THIS MORNING. SETTING THE STAGE FOR FRESH TARIFFS. THE TRUMP ADMINISTRATION KICKS OFF ITS SWEEPING TRADE PROBES INTO CHINA AND THE EUROPEAN UNION.PRIVATE CREDIT ANXIETY. MORGAN STANLEY AND CLIFF WATER CAP WITHDRAWALS FROM THEIR FUNDS AS REDEMPTION REQUESTS GROW. LET'S LOOK AT THE MARKETS AS WE ARE GETTING HEADS FROM THE IEA, THEIR MONTHLY REPORT SAYING THAT THE IRAN WAR IS CAU ...

The Iran war is causing unprecedented turmoil in oil markets, hitting 7.5% of global supply and an even bigger swath of exports, the International Energy Agency said. “The war in the Middle East is creating the largest supply disruption in the history of the global oil market,” the IEA said in its monthly report on Thursday. The previous day, its members agreed to release an unprecedented 400 million barrels from emergency reserves to counteract the chaos. Most Read from Bloomberg The most immediate i ...

Let's get more of the drop in crude oil prices after the president's comments. Paul Sanki of Sanki Research joins us here on set. Uh Paul, great to have you with us.>> Hi. >> Um what do you make of the president's comments and how how would you change your trade differently based on what he said. >> Well, I took the comments to mean we're going to stop bombing potentially.I mean, that's the only way I can see this as being declared as over. And I think that's what the Gulf the GCC members want is just for a ...