HEDGIFY’s Post

A broader #geopolitical spillover of the Middle East #conflict with direct involvement from #Iran, coupled with attacks on Russian #oil infrastructure and the extension of OPEC+ supply cuts, could lead to a 15% surge in global #oil prices in 2024 and 2025, before prices return to a baseline level in 2026, the International Monetary Fund (IMF) projected. Read more on ENGINE: https://lnkd.in/eqEtnFM7 #israel #hamas #israelhamasconflict #oil #oilprices #oilsupply #energy #commodities #energynews #oilmarkets #news #war

⚡ An in-depth analysis of the impact of rising Brent oil prices and geopolitical tensions in the Middle East. The volatility in the energy market and its impact on the global economy…

𝘼𝙨𝙨𝙚𝙨𝙨𝙞𝙣𝙜 𝙩𝙝𝙚 𝘿𝙚𝙘𝙡𝙞𝙣𝙚 𝙤𝙛 𝙩𝙝𝙚 𝙈𝙞𝙙𝙙𝙡𝙚 𝙀𝙖𝙨𝙩 𝙍𝙞𝙨𝙠 𝙋𝙧𝙚𝙢𝙞𝙪𝙢 𝙞𝙣 𝙊𝙞𝙡 𝙈𝙖𝙧𝙠𝙚𝙩𝙨 In a striking shift, the oil market is rapidly shedding its Middle East risk premium despite ongoing geopolitical tensions between Iran and Israel. #Brentcrude prices have unexpectedly faltered, falling below $87 a barrel, even amidst direct conflicts which historically would have driven prices upward. This reaction—or lack thereof—signals a new level of maturity in the market, potentially veering into complacency. The market's tempered response is partly due to the perception that the conflict remains contained with limited, face-saving strikes rather than escalating into broader warfare, leaving oil supplies unimpacted. Moreover, seasoned by significant events like sanctions on Russia and the 2019 attack on Saudi Arabia’s oil infrastructure, the market has grown more resilient to geopolitical shocks. However, this calm also overlooks potential vulnerabilities, particularly with China's slowing economic momentum and persistent issues in its real estate sector dampening fuel demand growth. Furthermore, the potential for escalation remains, with ongoing violence in Gaza and strategic risks around key shipping routes like the Strait of Hormuz and the Red Sea. With OPEC+ likely to maintain tight control over oil production in light of weakening prices, the market's current stability could be tested by any significant shift in the geopolitical landscape. https://lnkd.in/gdb8Jjqn

Global crude oil markets experience stability after brief surge amid Israel-Iran tensions. Despite fears of supply disruption, prices remain range-bound with easing geopolitical concerns.   #OilPrices #MiddleEastTensions #EnergyMarkets #WealthManagement#EmkayWealth   Read our perspective on the energy markets in our latest issue of #EmkayWealth #Navigator here: https://bit.ly/49LMCqJ Disclaimer: https://bit.ly/3tIJCZn

How oil prices are affecting equities High oil prices and the impact on Equities. While the geopolitical situation and the potential Israeli response remain highly uncertain, Daan Struyven believes geopolitical impediments to OPEC’s ability and/or desire to deploy spare capacity remains the biggest risk to oil prices in “Oil Comment: Early Thoughts on Potential Oil Market Effects of Iran’s Attack.” We estimate that oil prices already reflect a $5-10/bbl risk premium from downside risks to supply. And we continue to see significant portfolio hedging benefits from investing in oil against negative geopolitical shocks. https://lnkd.in/gxQD77Xv

🌍 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝗻𝗲𝗿𝗴𝘆 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗢𝗶𝗹 𝗣𝗿𝗶𝗰𝗲𝘀 𝗦𝘂𝗿𝗴𝗲 𝗔𝗺𝗶𝗱 𝗠𝗶𝗱𝗱𝗹𝗲 𝗘𝗮𝘀𝘁 𝗧𝗲𝗻𝘀𝗶𝗼𝗻𝘀 🚀 With escalating tensions in the Middle East, we're seeing oil prices spike, sending ripples through global markets. 🌐 This rise in oil prices is a reminder of how interconnected the world economy is—and how geopolitical risks can quickly impact everything from energy costs to inflation. 📊 For industries reliant on fuel or oil-based products, this could mean higher operational costs, while investors are watching closely for potential market volatility. It’s crucial to stay informed and prepared as these developments unfold. ⛽💼 🔗 Read more about the latest developments and what it could mean for the global economy here: https://lnkd.in/gx62NV-B #GlobalEconomy #OilPrices #MiddleEast #MarketUpdate #Energy #Inflation #LinkedInNews

Oil prices dip as Iran-Israel fears cool, economic jitters persist https://lnkd.in/g-gwCidv #oil #energy #oilprices #iran #israel #commodities #commoditytrading #commoditymarkets #business #finance #economy

Oil benchmarks could be subject to bearish sentiment this week amid rising demand concerns. Minutes from the latest US Federal Reserve meeting and US economic data due this week will provide further clarity on future monetary policy. ICIS experts look ahead to the likely factors that will drive oil prices in Week 21. #ICIS #oil #economy https://bit.ly/3KfTEsI  

Oil benchmarks could be subject to bearish sentiment this week amid rising demand concerns. Minutes from the latest US Federal Reserve meeting and US economic data due this week will provide further clarity on future monetary policy. ICIS experts look ahead to the likely factors that will drive oil prices in Week 21. #ICIS #oil #economy https://bit.ly/3KfTEsI

Oil prices have risen, fueled by fears of supply disruptions in the Middle East as Israel expands its military actions to Lebanon and Yemen. Analysts from ANZ warn that escalating tensions could draw Iran into the conflict, putting OPEC production at risk. #OilPrices #MiddleEastConflict #OPEC #GlobalEconomy #ChinaStimulus #EnergyMarkets #Commodities #Crypto #Markets #Stocks #Economy #Finance #Oil #Gas #Prices #Money