I guess if you take away the worst case scenario, that's actually helpful for lower oil prices. A couple of things to consider, though. One, Ali McCrossin RBC said over the weekend that she would caution against that knee jerk reaction that, quote, The worst is behind us.Now, the other factor to consider here, irrespective of the supply issue that may or may not happen with Iran is the demand side. So there's been a lot of stockpiling by China, a lot of stockpiling by other countries within the West as well ...

>> GOOD MORNING. I AM, CAN IN LONDON. THESE ARE THE WORRIES THAT THAT YOUR AGENDA.THE WORLD AWAITS IRAN'S RESPONSE AFTER THE U.S. HITS NUCLEAR SITES IN THE ISLAMIC REPUBLIC. PRESIDENT TRUMP WARNS OF REPERCUSSIONS FOR ANY RETALIATION. PRES.TRUMP: IRAN, THE BULLY OF THE MIDDLE EAST, MUST NOW MAKE PEACE. IF THEY DO NOT, FUTURE ATTACKS WILL BE FAR GREATER AND A LOT EASIER. >> OIL GAINS ON CONCERNS ABOUT SUPPLY DISRUPTION WITH THE FOCUS ON WHETHER IRAN WILL MOVE TO BLOCK THE CRUCIAL STRAIT OF HORMUZ.U.S. AND EUR ...

Oil's up about 4%, natural gas is up just over 1%. So again, the moves they are probably thankfully not huge, but this could keep oil and gas stocks hot. Morgan, as you guys have talked about in overtime and more, oil and gas stocks, they have moved higher over the past month. One thing is clear, the price of oil determines the path of stocks. You can hate it, you can be annoyed by that, but it is the reality. As the price of oil goes up, oil stocks tend to go up. As the price of oil goes down, price of oil ...

We have full team coverage and including our CBC contributor and friend Helma Croft of RBC Capital Markets. She is going to join us for the entire hour tonight. She just put out a big research note on what happened. She is here to talk about that move, why we're not maybe seeing a bigger move. And Hel McCra, thank you very much for spending your Sunday live with us here in our in our studios. You wrote in your note that don't basically I'm going to summarize. Don't think this is over. Don't assume because t ...

The straight of Hormuz is a narrow stretch of water that links the Persian Gulf to the rest of the world. About a fifth of the world's oil flows through it. That's the world's produced oil, the world's consumed oil.It has to go through that waterway. It's largely unavoidable. And so any kind of material disruption would be a big issue.Iran has always said that it could close the straits if threatened, if the situation demanded it. It would be very difficult for Iran to do that and certainly very difficult f ...

The straight of Hormuz is a narrow stretch of water that links the Persian Gulf to the rest of the world. About a fifth of the world's oil flows through it. That's the world's produced oil, the world's consumed oil.It has to go through that waterway. It's largely unavoidable. And so any kind of material disruption would be a big issue.Iran has always said that it could close the straits if threatened, if the situation demanded it. It would be very difficult for Iran to do that and certainly very difficult f ...

This joining us is Klay Seagull. He is senior fellow for energy security at Center for Strategic and International Studies. Also an analyst with extensive ship and tanker expertise as well.Uh listen, they jammed up apparently Clay, you tell me if I'm wrong, some of the signals on these ships, which pretty much operate like airplanes at this point, meaning it's kind of computers running the show. Two ships colliding. It's happened before.It will happen again, but the timing is hard to miss at this point. Hey ...

Joining us now to discuss is M Max Max Leighton. He's City's global head of commodities research. Yeah, Max, what do you make of the pullback.Uh, does it make sense to you. I had thought we would be a bit stronger today. I mean, over the weekend, some of the the betting markets were showing a rising possibility of the uh straight of Hormuz being affected.And yeah, I would have thought it would have been a bit stronger this morning, but um clearly there was a lot of short covering, a lot of call buying on Fr ...

I want to start with the worst case scenario, something that most analysts are saying isn't really likely. Let's say there is a complete disruption to Iranian oil supply and a closure of the Strait of Hormuz. How high does the oil price rise.Morning. Yeah, I think fair to say that's not a base case, but if you're talking about really extreme scenarios, we've considered a case where even if only very temporary, oil prices could get, for example, above $200 a barrel. And if you're just looking at historic rel ...

13 June 2025 | 6:19AM EDT Oil Comment: Higher Risk Premium Near Term; Unchanged 2026 Forecast +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Ephraim Sutherland Daan Struyven +1(972)368-0395 | ephraim.sutherland@gs.com Goldman Sachs & Co. LLC Yulia Zhestkova Grigsby +1(646)446-3905 | yulia.grigsby@gs.com Goldman Sachs & Co. LLC 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 Di ...