CNBC
25 Jun 2026, 02:25 UTC · 1h ago
Oil prices erase wartime gains as supply concerns ease with Hormuz tanker traffic resuming
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
CNBC
25 Jun 2026, 02:25 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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4 claims · each scored for market impact
Over 20 oil tankers carrying approximately 35 million barrels of crude have begun leaving the Strait of Hormuz following a U.S.-Iran agreement. — The sudden release of significant stranded supply directly reduces the geopolitical risk premium and puts downward pressure on spot prices.
-0.80Citi has shifted its base case to major de-escalation and forecasts Brent crude will fall to $60–$65 per barrel over the next 6 to 12 months. — A price target reduction from a major financial institution signals a bearish long-term trend for oil-related assets.
-0.60Iran's IRGC Navy warned that safe passage is only permitted via Tehran-designated routes and that violators will face action. — This introduces a lingering risk premium and potential for future supply disruptions, partially offsetting the current bearish trend.
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U.S. and Brent crude prices dropped approximately 1.7% as investors bet on improved global supplies. — Immediate price movement reflects the market's initial digestion of the supply recovery news.
-0.30Which stocks this story touches
Citi is mentioned as providing market analysis and forecasts, but the news does not impact the bank's own financial standing.
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