Updated
Updated · CNBC · Jun 19
Brent Falls to $79.49 as 12 Million Barrels Cross Hormuz Under U.S.-Iran Deal
Updated
Updated · CNBC · Jun 19

Brent Falls to $79.49 as 12 Million Barrels Cross Hormuz Under U.S.-Iran Deal

3 articles · Updated · CNBC · Jun 19

Summary

  • $79.49 Brent and $76.36 WTI marked a second straight daily decline Friday as traders priced in the interim U.S.-Iran deal and easing disruption risk in the Strait of Hormuz.
  • More than 12 million barrels crossed the strait overnight, Vice President JD Vance said, adding Iran had not fired on ships for a second night and was so far honoring its commitment.
  • Shipping conditions are improving only gradually: major shipping lines have yet to resume transits and insurance rates remain elevated, leaving the market cautious about how quickly flows normalize.
  • Axi's Tiago Lacerda said Brent is likely to trade between $75 and $82 near term, roughly 36% below its conflict peak as attention shifts from war risk to physical reopening.
  • OPEC Secretary General Haitham Al Ghais separately said the group sees no foreseeable demand peak and rejected IEA forecasts of an upcoming supply glut, underscoring a still-supportive longer-term backdrop.

Insights

With OPEC and the IEA predicting opposite oil futures, which forecast will define the market's future?
A fragile U.S.-Iran deal has reopened the Strait of Hormuz, but is the global oil supply chain truly secure?