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СпутникиРНSpaceXРоскосмосNASAOil prices eased as Gulf crude exports continued despite Iran conflict, shifting market focus from attacks to supply flows.
Brent crude futures fell 1.06% to $89.78 a barrel, while U.S. West Texas Intermediate (WTI) crude declined 0.76% to $83.82. The pullback followed Wednesday's sharp rally, when Brent surged nearly 8% and WTI gained more than 6% after renewed U.S.-Iran hostilities reignited concerns over global energy supplies.
Despite continued military escalation, traders have become increasingly focused on physical supply rather than geopolitical headlines. Around 13 million barrels per day (bpd) of crude continue to leave the Gulf through alternative export routes despite disruptions around the Strait of Hormuz, limiting fears of an immediate global supply shock.
Strait of Hormuz remains the market's biggest supply risk
The Strait of Hormuz continues to dominate oil market sentiment because it normally carries around one-fifth of global oil and liquefied natural gas shipments, according to the U.S. Energy Information Administration.
Although military tensions remain elevated, shipping has not stopped entirely. Reuters reported that exporters have maintained approximately 13 million bpd of Gulf crude exports by relying on alternative logistics and routing where possible, reducing the immediate impact of Iran's efforts to pressure maritime traffic.
Oil prices have remained highly volatile throughout July. Brent climbed above $100 per barrel during the height of supply fears before retreating below $85 when a temporary pause in U.S.-Iran hostilities raised hopes for diplomacy. The latest military escalation then pushed prices sharply higher again, illustrating how rapidly geopolitical developments continue to reshape market expectations.
OPEC+ production strategy limits downside risks
Beyond geopolitical developments, investors are closely monitoring supply policy from OPEC+. Reuters reported earlier this week that the producer alliance is expected to complete its planned production increases in September before considering a pause in further quota hikes from October.
A production pause would coincide with continued uncertainty surrounding Middle East exports, reducing one of the few sources of additional global crude supply. Market participants therefore view upcoming OPEC+ decisions as increasingly important in determining whether oil prices stabilize near current levels or resume their upward trend.
The group's production strategy has become more significant because several member countries continue to face operational disruptions linked to the regional conflict. While OPEC+ retains spare production capacity, geopolitical constraints could limit how quickly additional barrels reach international markets if supply disruptions worsen.
U.S. petroleum reserves and refinery supply remain under scrutiny
The conflict has also renewed attention on U.S. energy security. According to the U.S. Department of Energy, the Strategic Petroleum Reserve (SPR) remains near its lowest level in decades following successive emergency releases over recent years, reducing Washington's flexibility to respond to prolonged global supply disruptions.
At the same time, U.S. commercial crude inventories have tightened. The U.S. Energy Information Administration (EIA) reported a 7.2 million-barrel decline in commercial crude stocks during the latest reporting week, reflecting stronger refinery demand and lower imports.
Lower inventories leave the oil market more sensitive to geopolitical shocks because fewer emergency supplies are available to offset disruptions in global production or shipping. That dynamic has amplified investor focus on developments around the Persian Gulf despite Thursday's modest decline in prices.
The sharp swings in crude prices over recent weeks illustrate the market's transition from reacting to military headlines toward assessing actual supply conditions.
For now, crude markets remain caught between competing forces: resilient physical supply, elevated geopolitical tensions, tightening inventories and uncertainty over OPEC+ production policy. Together, those factors are likely to keep Brent and WTI prices volatile until clearer signals emerge on both Middle East security and future global oil output.
| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | Oil prices ease after US and Iran pause their attacks | 0 | 8.22 | 26-07-2026 |
| 2 | Oil prices fall as Iran and US pause strikes over Strait of Hormuz tensions | 0 | 12.49 | 27-07-2026 |
| 3 | Oil prices gain as focus shifts to supply recovery and demand | 2 | 6 | 07-07-2026 |
| 4 | Oil edges lower, but heads for weekly gain as Middle East supply risks persist | 0 | 7 | 10-07-2026 |
| 5 | Oil prices tumble, potentially slowing rise in gas prices | 0 | 7.51 | 27-07-2026 |
| 6 | Oil price back at prewar levels as Gulf flows pick up | 0 | 5 | 25-06-2026 |
| 7 | Цена на нефть Brent перешла к снижению | 0 | 0 | 09-04-2020 |
| 8 | Мировые цены на нефть перешли к снижению | 0 | 5 | 16-07-2026 |
| 9 | Oil falls after US, Iran talks conclude in Doha | 0 | 6 | 02-07-2026 |
| 10 | Copra, coconut oil prices slide on rise in arrivals, subdued demand | 0 | 8.26 | 18-12-2025 |