#crude-oil
(8 articles)Iran Supply Chain Chaos: 3 Economic Scenarios for US Trade
Iran supply chain disruptions present multiple economic pathways for the US economy, ranging from recessionary pressures to stagflationary dynamics or unexpected growth opportunities depending on how
Oil Market Split: Diesel Prices Resist Crude Decline
The oil market is exhibiting historically unusual behavior where crude prices have plummeted 22% in recent weeks—from $93 to $72 per barrel—yet refined products like diesel remain stubbornly high, cre
Iran-US Deal Could Cut Fuel Costs While BAFs Surge
A potential agreement between Iran and the United States, if finalized as scheduled, could trigger a significant shift in crude oil pricing that ripples across the global supply chain. Brent crude pri
Iran Sanctions Impact Duration Key to Global Oil Supply Chain Risk
Morgan Stanley's analysis underscores a critical dimension for supply chain professionals: the **duration** of geopolitical supply shocks—not just their magnitude—determines long-term market impact. I
US Applies Uneven Russia Oil Sanctions on India vs China
The United States is enforcing differential sanctions pressure on Russian oil imports, targeting India more aggressively while appearing to tolerate similar imports from China. This inconsistency crea
Trump-Xi Trade Deal Could Unlock US Energy Exports to China
Reports indicate that a trade negotiation between the Trump administration and China could result in renewed US energy exports to the Chinese market, reversing years of trade tensions and tariff barri
Iran Oil Sanctions: How Duration Shapes Global Supply Chain Risk
Morgan Stanley's analysis highlights a critical but often overlooked dimension of geopolitical supply chain disruptions: **duration matters more than initial shock magnitude**. Iran-related oil supply
Diesel Prices Surge as Global Supply Crisis Looms
Diesel prices have rebounded sharply to near post-war highs, with the DOE/EIA benchmark reaching $5.64/gallon—just 3/10 of a cent below the April 6 peak. The recovery reflects escalating geopolitical