Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Oil Is Falling Despite Iran Strike Risk
Lucas and Luna break down the disconnect between rising geopolitical tension and falling oil prices in June 2026. Despite Israel striking Lebanon and the Iran peace deal in question, crude has dropped 3.8% in a week. They explore how demand fears, rising OPEC spare capacity, and the market's fading risk premium are driving prices lower. With Brent now at 87 dollars and WTI below 85, they ask whether the old 'geopolitical bid' in oil is broken. Specific numbers, the change in market structure, and what it means for energy investors.
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