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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
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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?

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