Summaries
- 22 June 2026Published research this week leans bearish on crude, with most analysts arguing Brent and WTI face sustained downward pressure now that the US-Iran ceasefire and reopening of the Strait of Hormuz have stripped out the…
- 21 June 2026Oil's risk premium unwound fast this week after a US–Iran memorandum of understanding reopened the Strait of Hormuz, and the published consensus tilted decisively bearish by week's end.
- 19 June 2026Published research is leaning bearish on oil, and the catalyst is geopolitical: the US-Iran memorandum of understanding and the reopening of the Strait of Hormuz are seen as releasing stranded cargoes and reviving…
- 18 June 2026Crude oil's dominant signal right now is bearish: published research broadly argues the US–Iran deal and the reopening of the Strait of Hormuz have stripped out the geopolitical risk premium, pushing Brent and WTI lower.
- 17 June 2026Published research is leaning heavily bearish on crude, with the reopening of the Strait of Hormuz and the US–Iran ceasefire seen as the dominant catalysts.
- 16 June 2026Oil markets are sharply split right now, according to recently published research.
- 15 June 2026Published research this week leans heavily bearish on crude in the near term, with most analysts expecting Brent, WTI, and refined product prices to fall as the reported US-Iran agreement reopens the Strait of Hormuz…
- 14 June 2026Oil's narrative this week pivoted on one question: does a US–Iran deal reopen the Strait of Hormuz?
- 12 June 2026Crude oil's near-term bias has flipped bearish on Iran-deal optimism, but a stubborn camp of researchers is still calling for higher prices on supply tightness.
- 11 June 2026Crude oil: the published research consensus is firmly bullish, with Brent and WTI seen staying elevated as long as the Strait of Hormuz disruption from the Iran–US conflict drags on.
- 10 June 2026Published oil research this week is uniformly bullish — across short-term traders, cyclical analysts, and long-horizon strategists, the consensus points higher.
- 9 June 2026Published research on crude oil is split, but the dominant near-term lean is bullish — driven by supply disruptions tied to the Strait of Hormuz.
- 8 June 2026Published research this week is overwhelmingly bullish on crude, with the Israel-Iran conflict and risks around the Strait of Hormuz cited as the dominant driver.
- 7 June 2026Oil research this week was overwhelmingly pointed in one direction: the Strait of Hormuz disruption is the largest physical energy shock on record, and the buffers absorbing it are nearly spent.
- 5 June 2026Published research this week is overwhelmingly bullish on crude, with most analysts arguing Brent and WTI have materially further to run as the Strait of Hormuz closure drags on.
- 4 June 2026Published research is broadly aligned on one point: crude oil faces serious upside risk from the closure of the Strait of Hormuz and rapidly depleting inventories.
- 3 June 2026Published oil research is leaning heavily bullish in the near term — but with a clear caveat: the entire bull case hinges on the Strait of Hormuz staying closed.
- 2 June 2026Published oil research is leaning heavily bullish, and the pivot point is the Strait of Hormuz.
- 1 June 2026Oil is caught in a two-speed story, according to the bulk of research published this week: near-term upside from Strait of Hormuz disruptions, but a sharp retracement once a US-Iran ceasefire lands.
- 31 May 2026Oil: the week's published research was overwhelmingly skewed to upside risk, even as prices drifted lower into the weekend.
- 28 May 2026Crude oil research skews bullish, with most published work pointing to a structural supply deficit driven by Strait of Hormuz disruption — though a credible bearish scenario exists if a US-Iran deal reopens the strait.
- 27 May 2026Published oil research is leaning heavily bullish, with the dominant view being that Strait of Hormuz disruptions have delivered a supply shock large enough to keep crude structurally elevated for months. The main…
- 26 May 2026Oil sits at a fork in the road, and published research this week leans bullish — but the bearish path is very much alive if Iran diplomacy progresses.
- 25 May 2026Published research this week leans bearish on crude oil, with the dominant thread tying lower prices to a potential US–Iran deal that would reopen the Strait of Hormuz and bring Iranian barrels back to market.
- 24 May 2026Oil dominated the macro conversation this week, with the Strait of Hormuz disruption keeping the published consensus tilted bullish — though cracks emerged late in the window.
- 21 May 2026Oil research is split cleanly along one fault line: what happens to U.S.–Iran diplomacy.
- 20 May 2026Published research is overwhelmingly bullish on crude, with most analysts expecting prices to stay elevated or climb further as the Iran conflict and Strait of Hormuz disruptions drag on.
- 19 May 2026Published oil research is leaning heavily bullish, and the pivot point is the same across nearly every view: how long the Strait of Hormuz stays disrupted.
- 18 May 2026Crude oil is the rare call where published research is nearly unanimous: the consensus across recent analyst notes is bullish, with Brent quoted above $109–$111/bbl and WTI above $100–$105.
- 17 May 2026Oil: research consensus stayed firmly bullish all week, anchored to a closed Strait of Hormuz and an unresolved Iran conflict.