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Oil Prices Poised for Weekly Gains Amid Supply Disruptions and Geopolitical Tensions

Crude oil futures are trending lower in early trading but are on track for weekly gains of over 1.5%, primarily driven by concerns over supply disruptions and a weakening U.S. dollar.

Key Drivers of Oil Price Movement

  1. Supply disruptions in Kazakhstan:
    • The attack on a key pipeline in Russia by a Ukrainian drone has affected Kazakhstan’s oil flow, contributing to price support.
  2. OPEC+ output plans:
    • There are expectations that OPEC+ may delay its planned increase in production, keeping prices supported.
  3. Geopolitical concerns:
    • The market remains sensitive to U.S.-Russia talks aimed at resolving the ongoing conflict in Ukraine.

U.S. Data Impact

  1. Crude stockpile increase:
    • U.S. crude inventories rose more than anticipated, which typically weighs on prices.
  2. Gasoline and distillates decline:
    • However, gasoline inventories and distillate fuel stocks decreased, partially offsetting the crude inventory rise.

Market Sentiment and Analyst View

  • Lack of clear direction: Analysts from Saxo noted that the market remains uncertain, with geopolitical risks and supply disruptions balanced by concerns about global demand.

Price Movement

  • Brent crude is down by 0.7%, priced at $75.93 per barrel.
  • WTI falls by 0.8%, trading at $71.92 per barrel.
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