
Physical crude prices in the Middle East, Europe and Africa jumped to two-month highs, with some cargoes nearing $110 a barrel. Dated Brent hit $105.70 on Thursday, its highest since late May and first breach of $100 since early June, and North Sea Forties reached $108.77 on Friday.
The moves followed Houthi attacks on Red Sea tankers, the collapse of a preliminary US-Iran peace deal, Hormuz export disruption and Ukrainian strikes that cut Kazakh output.
Higher crude raises diesel and freight costs and pushes up energy-linked feed inputs, while rerouted tankers add shipping cost and time. Vegetable oil and biofuel demand may firm as crude rises, supporting soybean oil and palm oil prices.
Tras 656 eventos alcista de geopolítica pasados, Petróleo crudo (Brent) se movió una mediana de +1,9 % en 5 sesiones (63% al alza; mitad central entre -2,7 % y +6,6 %), y +0,7 % en 20.
Tras 626 eventos alcista de geopolítica pasados, Petróleo crudo (WTI) se movió una mediana de +2,1 % en 5 sesiones (62% al alza; mitad central entre -2,3 % y +8,5 %), y +1,6 % en 20.
Tras 250 eventos alcista de geopolítica pasados, ULSD / Diésel se movió una mediana de +1,7 % en 5 sesiones (58% al alza; mitad central entre -3,6 % y +8,7 %), y +0,9 % en 20.
Todavía no hay suficientes eventos comparables pasados para una lectura histórica.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
Physical crude prices surged with Dated Brent at $105.70 on the collapse of the US-Iran peace deal, Hormuz disruption and Kazakh output cuts, corroborating tight supply, though it is dated after the window ends.
Physical prices and Dated Brent surged on the same Red Sea and Hormuz disruptions plus the collapsed peace deal, confirming the tightness, though it was published a day later.