Energy

Exclusive The Devils in the Details

The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.

Exclusive Beyond geopolitical rocking

Hormuz flows could revive on a proposed Iran-Oman route, easing one geopolitical risk, but Europe’s winter energy risks extend beyond the Middle East.

Exclusive The Only Way Out is Through

Exclusive Energy Charts of the Week

The escalation between the U.S. and Iran following the collapse of the interim peace deal and intensifying strikes between Ukraine and Russia, drove energy price rallies.

Exclusive Past the Peak, Not Past the Risk

Hormuz disruption keeps energy markets exposed, with oil risks concentrated in products and LNG tightness lifting gas price forecasts.

Global Daily: When a Toll Isn't a Toll

Yields on 10-year Treasuries finished last week up 11bps to 4.48% while yields on 10-year Bunds rose 8.5bps to 2.93%...