WS #15968
The Trump-brokered energy ceasefire has collapsed, with Ukraine resuming strikes on Russian refineries and Moscow threatening retaliation. Despite this escalation, physical oil flows through the Strait of Hormuz have hit 12 million barrels per day, defying increasing attacks from Iran. This resilience in supply chains dampens the immediate bearish impact on global indices and airlines, though it keeps geopolitical risk premiums elevated for energy stocks.
Geopolitical Escalation & Oil Resilience
The Trump-brokered energy ceasefire has collapsed, with Ukraine resuming strikes on Russian refineries and Moscow threatening retaliation. Despite this escalation, physical oil flows through the Strait of Hormuz have hit 12 million barrels per day, defying increasing attacks from Iran. This resilience in supply chains dampens the immediate bearish impact on global indices and airlines, though it keeps geopolitical risk premiums elevated for energy stocks.