MARKETS08:25 UTC15h ago 1 min readSource: FXStreet

Oil: War risks and pricing disconnect – Rabobank

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Oil: War risks and pricing disconnect – Rabobank
Image via FXStreet

Rabobank’s Global Strategist Michael Every argues that markets are treating the Iran conflict and Hormuz disruption as largely resolved, with Oil futures not fully reflecting physical supply risks.

AI Executive Brief
  • / Oil futures may not accurately reflect physical supply risks due to the Iran conflict and potential Hormuz disruptions.
  • / Markets are currently underestimating the ongoing risks associated with geopolitical tensions in the Middle East.
  • / Investors should be cautious and consider the potential impact of geopolitical events on oil prices.

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