Brent Crude
37 mentions across Convex research, last mentioned
Recent Analysis Mentioning Brent Crude
WTI at 74.05 sits 3.95 below the gate that flips the oil view bullish. The disinflationary impulse the bond market leans on is eroding whether or not that gate is ever reached.
RatesSeaborne crude is pricing Gulf risk faster than US barrels, and the euro area imports the difference.
macroThe cartel just approved a fourth straight production hike. With the Strait of Hormuz still closed and the UAE gone, the quota is a number on paper, not a barrel in a tanker.
EnergyHormuz has been shut since February, yet Brent dropped 20% toward $71 as the risk premium bled out. That gap between a closed chokepoint and a falling price is the whole scenario.
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