- Renewed US-Iran negotiations cooled last week's oil rally, bringing ICE Brent lower toward $104 per barrel, though Trump's comments on offering Iran nothing cast doubt on the Pakistan-mediated talks.
- Saudi Arabia restored East-West Pipeline flows to about 3.5 million b/d after a 10-day halt from drone strikes, adding downward pressure on crude prices.
- QatarEnergy extended LNG supply force majeure for Asian customers through November as Hormuz flows remained restricted, with monthly loadings down 80% from pre-war levels.
- The US 30-year Treasury yield reached its highest since 2002 as inflation and surging oil prices weighed on government debt.
- Oil prices slid as Middle East exports rebounded, but the Iran conflict kept supply risks elevated.
引述
“The renewed prospect of US-Iran negotiations has cooled last week’s rally, bringing ICE Brent lower towards $104 per barrel”
“US government debt extends decline as inflation and surging oil prices weigh on market”
“Oil prices slide as Middle East exports rebound, but Iran conflict keeps risks high.”