Citi said on Wednesday that oil prices may stay elevated due to rising geopolitical risks, U.S. restrictions on Russian oil purchases and continued Chinese buying, even as markets entered the year exp... ...

On today’s Big Take podcast: @alexlongley1 @JavierBlas explain why, despite global conflicts involving oil producers, oil prices are down and could fall even further https://t.co/3mv7kuBcBN https://t.co/Cw9tPHMjHG ...

On today’s Big Take podcast: @alexlongley1and @JavierBlas explain why, despite global conflicts involving oil producers, oil prices are down and could fall even further. https://t.co/iUekoZBZFc ...

easy to look at right now. Oil prices up about one and a half percent. Um what are the broader implications of this for oil in particular if the US continues to blockade Venezuela and sees these tankers.>> So in the short term it removes oil from the markets, right. Which is helpful because we've seen the prices coming down. Um they don't produce that much, roughly a million barrels per day and they were less than 1% of exports.So it's not a huge impact, but it does reduce the amount of oil over the long te ...

Oil Prices Drop Below $60—Lowest Level Since Since Mayhttps://t.co/XeTka9odIv https://t.co/RSNFFSRN9Z ...

Falling oil prices may drive benchmark Treasury yields back to levels last seen more than a year ago, according to Wall Street research veteran Ed Yardeni https://t.co/oseFV8cySR ...

An uptick in oil prices helped boost stocks in the energy sector on Tuesday, Sept. 16, 2025, while enthusiasm waned around a potential media deal. https://t.co/B0uN6HeAIq ...

Oil Market Dynamics - Oil prices initially spiked following US strikes on Iran but later decreased [1] - US oil production direction is likely flat to down, despite potential incentives from higher oil prices [3] - Easing permitting processes in areas like Alaska could incentivize more drilling [6] - OPEC is adding 400,000 barrels a day, increasing global oil supply [7] Geopolitical Risks & Shipping - The Strait of Hormuz has never been closed, even during the Gulf War [8][9] - Increased risk in the Strait of Hormuz has led to shipping day rates rising from $24,000 to $100,000 per day [10] - Almost all exported Iranian oil is bought by China [11] - Potential disruptions could occur at Bab el Mandeb strait and the Suez Canal, in addition to the Strait of Hormuz [13] Iranian Oil & Sanctions - Iran exports 15 million barrels of oil a day, despite sanctions [15] - Disruption of the Strait of Hormuz would be economic suicide for Iran, as 90% of its oil is exported from Kharg Island [14]

Geopolitical Risk & US Policy - Strategic ambiguity in US policy is being observed in real-time regarding Iran, specifically concerning nuclear negotiations and potential military involvement alongside Israel [2] - The US may consider military action against Iran's Fordo nuclear plant, a site buried approximately 05 mile (804672 millimeters) deep, potentially using GBU57 bunker-busting bombs [5][6] - The potential US military action against the Fordo nuclear plant raises concerns about escalation, oil prices, defense spending, and US involvement in the region [7] Iran's Nuclear Ambitions & Regional Impact - Iran has shown aggression in nuclear negotiations, particularly regarding uranium enrichment [4] - Despite Trump's initial eagerness for a nuclear deal, events have derailed the process [3] - The Islamic Republic leaders are homicidal, but they're not suicidal, suggesting a limit to escalation [9] Oil Market & Retaliation - Financial markets are interested in escalation levels and the potential closure of the Straits of Hormuz, which would significantly impact oil prices [7][8] - Retaliatory capabilities of Iran are considered exaggerated, with Iran seen as militarily diminished [8] - The Islamic regime's will to escalate into a regional conflict is questionable [9]

Geopolitical Risk & Oil Prices - Rising tensions in the Middle East, particularly concerns about a potential Israeli strike on Iran, have pushed oil prices to a two-month high [1] - The US is considering a partial or complete evacuation of embassies in Baghdad, Kuwait, and Bahrain, raising concerns about potential military action [3][4] - The UK Navy has warned of potential military action around key waterways, adding to the unrest in the Middle East [4] - The Iranian nuclear talks are at a critical juncture, with a potential "make or break" point on Sunday, hinging on the issue of uranium enrichment [4][5] - Israel views Iran's enrichment capabilities as intolerable, potentially leading to preemptive action [7][8] Supply & Demand Dynamics - While supply and demand are currently balanced, a strike on Carg Island, which handles 90% of Iranian oil exports, could significantly increase oil prices, potentially reducing supply by over 1 million barrels per day [11][12] - Iraqi militias located in southern Iraq near key oil infrastructure in Basra pose a risk to oil supply [13] - OPEC spare capacity could be utilized if attacks intensify [13] US-Israel Relations & Iran - There may be a difference of opinion between the US and Israel regarding acceptable levels of uranium enrichment, with Israel favoring zero enrichment [9][10] - The US's final offer on uranium enrichment terms will be crucial in determining whether Israel might act independently [10] - If nuclear talks break down, the probability of an Israeli strike increases [11]