Oil

For markets, the tone is incrementally positive, with continued negotiations and a stable ceasefire helping to reduce immediate geopolitical risk premia. However, the path to a final agreement remains uncertain, meaning any relief in oil prices or safe-haven flows is likely to be gradual rather than decisive. Energy markets in particular may see bouts of optimism on headlines, but structural supply concerns and the risk of setbacks keep volatility elevated.

Eamonn Sheridan

2 hours ago

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Eamonn Sheridan

2 hours ago

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Commodities

Commodities

Oil market misreads Hormuz: supply remains tight despite reopening hopes

Reopening the Strait of Hormuz may lift sentiment, but oil supply remains tight as shut-in production delays recovery. With over 1bn barrels potentially lost, markets face persistent deficits despite easing shipping disruptions.

Eamonn Sheridan

3 hours ago

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Eamonn Sheridan

3 hours ago

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Forex

Forex

Deutsche Bank sees EUR/USD above 1.20 as dollar loses yield and safe-haven support

The call reinforces policy divergence as the key FX driver, with a Fed on hold versus a more hawkish ECB and BoE supporting euro and sterling upside. A move higher in EUR/USD would signal broader dollar weakness as Iran-related safe-haven demand fades. The potential shift in the dollar–oil relationship is also notable, with energy-driven inflation potentially favouring European currencies over the USD, pointing to a softer dollar backdrop.

Eamonn Sheridan

3 hours ago

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Eamonn Sheridan

3 hours ago

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Commodities

Commodities

Oil: Private survey of inventory shows a headline crude oil build vs. draw expected

This is from the privately surveyed oil stock data ahead of official government data tomorrow morning out of the US.

Eamonn Sheridan

4 hours ago

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Eamonn Sheridan

4 hours ago

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Commodities

Commodities

Over 100 empty oil tankers head to US ports to load export crude

Over 100 empty oil tankers are heading to US ports to load crude, the White House says, as global buyers seek supply amid Iran war disruptions, reinforcing the US role as a key energy exporter and stabiliser in tight markets.

Eamonn Sheridan

4 hours ago

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Eamonn Sheridan

4 hours ago

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Commodities

Commodities

A tricky time for the oil market as the "smart money" has moved on

Open interest in May contracts for WTI crude continue to fall

Justin Low

16 hours ago

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Justin Low

16 hours ago

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Commodities

Commodities

Oil prices fall back on renewed hope of a US-Iran deal

Here we go again..

Justin Low

20 hours ago

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Justin Low

20 hours ago

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Commodities

Commodities

HSBC warns peace deal needed to restore energy flows and curb inflation

Reinforces stagflation risk, persistent energy disruption supports oil and inflation expectations, while weighing on global growth and reinforcing a “higher for longer” rates backdrop.

Eamonn Sheridan

23 hours ago

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Eamonn Sheridan

23 hours ago

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Stock market update

Stock market update

Vance comments have driven down oil, driven up risk assets. Trump will give him a cookie.

Vance spoke with tempered optimism earlier, has given 'risk' a boost

Eamonn Sheridan

1 day ago

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Eamonn Sheridan

1 day ago

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Commodities

Commodities

US-Iran talks end without deal but leave door open for further dialogue.

Maintains geopolitical risk premium, lack of breakthrough keeps uncertainty elevated for oil, but continued dialogue tempers worst-case escalation scenarios.

Eamonn Sheridan

14/04/2026 | 00:31 GMT

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Eamonn Sheridan

14/04/2026 | 00:31 GMT

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Commodities

Commodities

Vance says progress made in Iran talks, sees path to broader deal

Slightly constructive for risk sentiment, signals ongoing diplomacy and a potential pathway to de-escalation, though lack of concrete progress keeps oil risk premium elevated.

Eamonn Sheridan

13/04/2026 | 23:31 GMT

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Eamonn Sheridan

13/04/2026 | 23:31 GMT

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Commodities

Commodities

More on US Energy Sec Wright forecasting higher oil prices ahead

Reinforces near-term upside risk in oil with a defined peak catalyst; markets likely to trade headline-to-headline on shipping flows, with volatility elevated until clear evidence of sustained Hormuz transit emerges.

Eamonn Sheridan

13/04/2026 | 22:25 GMT

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Eamonn Sheridan

13/04/2026 | 22:25 GMT

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Commodities

Commodities

Top Trump official says gas prices will rise even higher in coming weeks

Trump will probably contradict him with a barrage of b/s soon.

Eamonn Sheridan

13/04/2026 | 21:08 GMT

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Eamonn Sheridan

13/04/2026 | 21:08 GMT

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ASA Gold up 128.9% YoY, but Twelve Points sells $9.7M. Fund review may shift focus.

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Trump says Iran war: "I view it as very close to over."

Trump and Vance goosed the market - Iran talks, war over. Vibe trading.

Vance signals US–Iran progress, pushes ‘grand bargain’ as ceasefire holds

Oil market misreads Hormuz: supply remains tight despite reopening hopes

Deutsche Bank sees EUR/USD above 1.20 as dollar loses yield and safe-haven support

Oil: Private survey of inventory shows a headline crude oil build vs. draw expected

Over 100 empty oil tankers head to US ports to load export crude

A tricky time for the oil market as the "smart money" has moved on

Oil prices fall back on renewed hope of a US-Iran deal

HSBC warns peace deal needed to restore energy flows and curb inflation

Vance comments have driven down oil, driven up risk assets. Trump will give him a cookie.

US-Iran talks end without deal but leave door open for further dialogue.

Vance says progress made in Iran talks, sees path to broader deal

More on US Energy Sec Wright forecasting higher oil prices ahead

Top Trump official says gas prices will rise even higher in coming weeks

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