Vincent Wu
Research Associate, Flux
Tick Tock on the Geopolitical Clock
January 2026 saw a remarkably bullish start to the oil market, with Brent pushing above $70/bbl even as the prevailing consensus had...
January 2026 saw a remarkably bullish start to the oil market, with Brent pushing above $70/bbl even as the prevailing consensus had been for a record surplus this year. The key catalyst has been the emergence of a geopolitical risk premium amid heightened tensions over Iran....
Premium Content
To continue reading this page, please login or find our about our subscription options.
Related News
Double Trouble!
Edition: Euro EditionVolume: 3Issue: 23
US shoots down Iranian drone! North Sea window mania. And distillate seesaws
Bullish Symposium
Bullish Brent structure rolls into February: strong physical, heavy Feb buying, elevated freight, and spreads suggest momentum can persist.
Brent Rallies to $67.67/bbl, Eases
Brent rangebound then firmer. Iran tensions rise, Venezuelan flows to US/EU resume, tanker rates surge, US refiner posts strong earnings.
4 page report
Brave New Dubai
Another week, another sudden reversal in Brent/Dubai! Last week, the Mar'26 Brent/Dubai remained sticky at the $0.85/bbl level, although....
More about Donald Trump
The Daddy of all Deals!
Edition: Asia EditionVolume: 3Issue: 23
A mega deal makes everyone happy! Dubai gains some ground and Kuwait has big oil plans...
Brent moves in a narrow range around $66.30/bbl
The front-month (Apr'26) Brent futures contract has been fairly rangebound this morning, with prices first dropping from $66.20/bbl....
4 page report
The Art of the Half-Baked Deal!
Edition: Euro EditionVolume: 3Issue: 22
US-India trade deal... maybe, North sea window reversal and TTF takes a tumble.
TACO TIME!
Edition: Asia EditionVolume: 3Issue: 22
Trump loves his Tacos, Dubai is strong out of the gate in February, and more mixed messages from China.