Skip to content
Monday, Jul 6 About
AmericaStrikes
Tag

war risk premium

8 articles

Oil Enters Asia Session as Iran-US Halt Holds, Tehran Silent
Analysis
markets

Oil Enters Asia Session as Iran-US Halt Holds, Tehran Silent

Brent entered Tokyo's Monday session at an elevated war-risk premium with the halt unverified by Tehran, no tanker transit, and the Oman working group still silent.

Read →
Hormuz Halt Tests the Monday Open: What Oil Markets Are Reading
Analysis
markets

Hormuz Halt Tests the Monday Open: What Oil Markets Are Reading

The US-Iran strike pause was announced before Asian markets opened Sunday night. Brent's direction as London opens will be the cleanest verdict on whether traders believe it holds.

Read →
Oil's Asian Session Faces Compounded Risk After CENTCOM Strikes
Analysis
markets

Oil's Asian Session Faces Compounded Risk After CENTCOM Strikes

Brent crude enters Saturday's Asian open pricing two escalation events: Thursday's cargo-ship strike and Friday's confirmed US kinetic action on Iranian soil — the first since Versailles.

Read →
Oil Markets Face Reckoning After Hormuz Cargo Ship Strike
Analysis
markets

Oil Markets Face Reckoning After Hormuz Cargo Ship Strike

Crude had erased its war premium Thursday, trading at pre-conflict lows. A projectile strike on a cargo ship in the strait reverses that bet overnight.

Read →
Oil Falls to Pre-War Levels as Markets Price a Hormuz Deal
Analysis
markets

Oil Falls to Pre-War Levels as Markets Price a Hormuz Deal

Crude erased its war-risk premium Thursday, falling to pre-conflict levels — a market bet that the Versailles framework delivers a deal before IRGC enforcement resumes.

Read →
Friday Closes With One Disclosed Hull and No JWC Move on Hormuz
Analysis
markets

Friday Closes With One Disclosed Hull and No JWC Move on Hormuz

Hormuz reopened Friday with one disclosed LNG arrival at India's Dahej and no follow-on Lloyd's JWC circular. The weekend now owns the freight evidentiary clock.

Read →
Brent Crude Slides 4% as Trump Cancels Iran Strikes
markets

Brent Crude Slides 4% as Trump Cancels Iran Strikes

Brent fell more than 4% in European trade Friday after President Trump cancelled planned strikes on Iran and said a settlement was near. Goldman Sachs cut its 2027 forecast as the war-risk premium unwound.

Read →
Brent Crude Drops 8.6% to $106 on Iran Deal Optimism
markets

Brent Crude Drops 8.6% to $106 on Iran Deal Optimism

Brent fell $10 to $106.52/barrel and WTI neared $93 as traders priced out conflict risk on reports of an imminent US-Iran nuclear framework agreement.

Read →