Oil Risk Premium Lifts Gas, Power and Carbon Markets May 13, 2026 Energy markets remain driven by geopolitical risk, with oil prices rising as uncertainty around the Iran ceasefire continues to support a strong risk premium. The move is spreading across European gas, power and carbon markets, while higher oil prices are also feeding inflation concerns and pushing long-term…
European Gas Risk Premium is easing on hopes of a cease-fire agreement in the Middle East European gas prices eased in April so far as risk premium declined, supported by hopes of a ceasefire agreement in the Middle East, steadier balances, lower storage pressure, and lighter fund positioning. Since early April, European gas prices had continued to ease as the market risk…
Oil Above $105/b as Middle East Tensions Support Energy Prices May 11, 2026 Energy markets remain firmly supported as geopolitical tensions in the Middle East intensify, pushing oil prices above $105/b. At the same time, gas and power markets are reacting to a combination of geopolitical uncertainty, weather dynamics, and macroeconomic signals. The current environment highlights growing duration…
Middle East Tensions: What’s at Stake for Energy Markets April, 24 2026 Special episode Middle East tensions have once again become a major source of uncertainty for global energy markets. The Iran–Israel conflict, combined with a fragile ceasefire and continuing disruption around the Strait of Hormuz, has raised critical questions for oil, LNG, refined products,…
Iran War Drives Oil Higher as Europe Feels the Strain April 27, 2026 Oil markets react to stalled Hormuz traffic Brent crude has rebounded sharply as the situation around the Strait of Hormuz remains unresolved. On 17 April, Brent had fallen to $86.09/b following statements from Iranian authorities suggesting a reopening of the Strait. However, the US maintained its blockade of Iranian ports, and the Strait closed again almost immediately. Shipping traffic has since remained highly restricted, with even fewer ships allowed through in recent days. In the report, Brent was already at $105.33/b, up $15/b over the week. Since then, oil prices have moved even higher, with Brent now around $112/b, reflecting continued disruption in the Strait of Hormuz and the lack of progress in US–Iran relations. The market is therefore pricing two simultaneous risks. On the one hand, it does not appear to expect a full resumption of conflict, which would likely bring further damage to oil infrastructure in Iran and the Gulf states. On…
