Summaries
- 15 May 2026Published research is broadly bullish on crude while the Strait of Hormuz remains closed, with the only bearish takes hinging on a ceasefire or diplomatic deal reopening energy flows.
- 14 May 2026Published research this week is overwhelmingly bullish on crude, with the near-closure of the Strait of Hormuz cited across analyst notes as the dominant supply shock keeping prices elevated.
- 13 May 2026Published research is overwhelmingly bullish on oil right now, and the reason is singular: the ongoing closure of the Strait of Hormuz amid the Iran conflict.
- 11 May 2026Published research is overwhelmingly bullish on crude, and the reason is the same across the board: the Strait of Hormuz remains largely closed after the US rejected Iran's latest peace proposal, sustaining what the IEA…
- 10 May 2026Oil dominated macro research this week, with Brent above $100 and the Strait of Hormuz closure framed as the defining supply shock.
- 9 May 2026Crude's path here is a coin flip on geopolitics, according to recently published research — and both sides of the trade hinge on the same event.
- 8 May 2026Published research is overwhelmingly bullish on crude — Brent, WTI, and refined products — as the Strait of Hormuz closure and US-Iran hostilities choke off supply.
- 7 May 2026Crude's near-term tape is bearish — but published research warns that's a thin floor.
- 6 May 2026Oil is selling off hard, and the story is almost entirely geopolitical.
- 5 May 2026Oil is trading on a war premium, and most analysis points higher from here.
- 4 May 2026Oil is sharply higher, and the consensus view is that it stays that way as long as the Strait of Hormuz remains effectively closed.