全球大宗商品：伊朗后续动向及对原油的影响-Global Commodities Irandiscussing the path ahead and implications for oil

Maximilian J Layton AC +44-20-7986-4556 max.layton@citi.com 29 Jan 2026 18:39:20 ET │ 13 pages Vi e w p o i n t | Global Commodities Iran—discussing the path ahead and implications for oil CITI'S TAKE Oil markets are on edge about an escalation of tension between the US and Iran, as the US masses forces in the Middle East, while seeking dealmaking talks. In this report, we consider the path ahead for Iran, the various scenarios, and their implications for oil. We expect that the US administration will balan ...