Oil in a Post-Iran War World: Resilience Meets Uncertainty

Post-Iran conflict, oil markets show resilience as the global economy absorbs costs, but signals are murky: missing-barrel math, a surprising drop in China’s imports, and rising emphasis on reserves and reliable supply chains suggest continued volatility. Prices sit around $70 with potential moves toward $80 to sustain momentum, dependent on eventual buyer reentry, inventory recovery, and a pause in emergency stock releases.