Flux Markets | Conflict-ing Narratives Skip to main content

Conflict-ing Narratives

Conflicting narratives: Trump speech sparks renewed bullish sentiment; Dated Brent physical premiums reach record highs
Published: April 2, 2026
Written by:
Vincent Wu

Vincent Wu

Research Associate, Flux
Vincent Wu
,
Martha Dowding

Martha Dowding

Research Associate, Flux
Martha Dowding
,
Mita Chaturvedi

Mita Chaturvedi

Research Associate, Flux
Mita Chaturvedi
and
Donna Dong

Donna Dong

Research Analyst, Flux
Donna Dong
Reviewed by:
Giovanni Simonetti

Giovanni Simonetti

Junior Data Analyst, Flux
Giovanni Simonetti
16 page report
Share

A month into the Iran conflict, we are no closer to a solution to reopen the Strait of Hormuz, which is the key concern for the oil market. How's that jawbone feeling now?

Premium Content

To continue reading this page, please login or find our about our subscription options.

More News

Turning the risk down?

Conflicting messages from the US have created market uncertainty. Thus, we expect the CFTC COT report on 03 Apr to show....
8 page report

Brent Rangebound at $108.86/bbl

Russia sends oil to Cuba; India cuts petrochemical taxes, Czech caps fuel prices, OPEC+ may boost output.
4 page report

Brent Rallies To $108

Brent rallies by nearly $10 after Trump address to nation; Venezuela oil exports surpass 1mb/d; China exports rare crude cargo
4 page report

Brent Falls to $101.94/bbl

Brent dips; Russia exports hit, tankers tight, China resells LNG, Asia turns to Russian oil, easing supply shock.
4 page report