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Super Duper Bulls

US–Iran tension lifts Brent and freight rates; heavy net longs raise rally risk, but downside looms without disruption.
Published: February 26, 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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Another week, another meeting in Geneva to decide the fate of Iran… and of oil prices.

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Written by

Vincent Wu

Research Associate, Flux
Vincent Wu

Martha Dowding

Research Associate, Flux
Martha Dowding

Mita Chaturvedi

Research Associate, Flux
Mita Chaturvedi

Donna Dong

Research Analyst, Flux
Donna Dong

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