Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Brent Crude Is Falling Despite Iran Conflict
Brent crude dropped more than 9 percent in five trading days even as the U.S. conducted military strikes in Iran. Lucas and Luna unpack the paradox: why the Strait of Hormuz threat isn't moving oil prices the way it used to. They look at rising non-OPEC supply from the Americas, the shift in China's crude buying patterns, and what the options market is signaling about future volatility. If you've wondered why headlines say 'war premium' but oil keeps falling, this episode explains the disconnect.
#BrentCrude #OilPrices #IranStrikes #StraitOfHormuz #NonOPECSupply…
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