UBS Says $110 Oil by Year-End - Peace Talks Are Already Cutting That
UBS targets $110 Brent by year-end 2026, but Russian exports are only 10% below pre-war levels and Vance just called Tehran. Which number breaks first?…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
5 articles Updated every morning
UBS targets $110 Brent by year-end 2026, but Russian exports are only 10% below pre-war levels and Vance just called Tehran. Which number breaks first?…
Energy Aspects says physical crude should be $150/bbl while futures sit near $110. Supertanker rates at $82M and a 3M-barrel stock draw prove the gap is…
Five months of Hormuz disruption cut 10%+ of global supply. Brent surged 20% in July - but never hit $150. China's rerouting is the buried explanation…
WTI crude hits $65 and Brent reaches $70 in January 2026, defying Wall Street forecasts of $54-58. Kingdom Exploration predicted this surge months ago…
JPMorgan projects oil above $85 as dollar drops 8% from October highs. DXY at 98.5 creates powerful tailwind for commodities with funds adding $4.2B positions…
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