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Market Maintains Geopolitical Risk Premium: Vanda Insights


A risk premium remains in oil prices, as the market keeps a watch of the ongoing conflict in the Middle East hitting supply, Vandana Hari, Founder of Vanda Insights told CNBC.

  • “I think the worst-case scenario is for the Israel-Hamas conflict to widen into a regional war and disrupt supplies from the Middle East.”
  • Vana said that US plans for Iran and how it reacts to the conflict will be watched closely by the oil market.
  • Whether the US tightens the implementation of sanctions on Iran could remove up to 0.5m b/d of Iranian oil from the market which we know has been flowing as the US has looked the other way.
  • That plus or minus of 0.5m b/d is what the market will keep an eye on

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