
布蘭特原油週五小幅走高,但本週有望下跌約8%
布蘭特原油週五小幅走高,但因以色列與真主黨同意停火,本週跌幅仍有望達約8%。伊朗對荷姆茲海峽設下通行條件,推升油價,但市場擔憂供應中斷已大幅緩解,預計油價將呈下行趨勢。

布蘭特原油週五小幅走高,但因以色列與真主黨同意停火,本週跌幅仍有望達約8%。伊朗對荷姆茲海峽設下通行條件,推升油價,但市場擔憂供應中斷已大幅緩解,預計油價將呈下行趨勢。

Estados Unidos e Irã adiaram negociações de paz devido à escalada de violência no Líbano, onde um cessar-fogo entre Israel e Hezbollah entrou em vigor, mas foi marcado por novos confrontos e mortes.

Trump firma un memorándum de entendimiento con Irán en Versalles, posponiendo una reunión clave. El acuerdo, centrado en el cese de hostilidades, Ormuz y el programa nuclear, genera especulaciones sobre su ambigüedad y las implicaciones para el orden internacional y la seguridad regional.

Donald Trump intensificó sus críticas contra la primera ministra italiana Giorgia Meloni, quien negó haberle suplicado una foto en la cumbre del G7. Meloni calificó las afirmaciones de Trump como "inventadas" y lamentó su comportamiento hacia los aliados.

L'Iran annule sa participation à une rencontre en Suisse et ferme le détroit d'Ormuz suite à la reprise des combats au Liban, invoquant une violation du protocole d'accord.
Three India-bound cargo ships are transiting the Strait of Hormuz following the US ending its blockade of Iranian ports and Tehran easing maritime restrictions. This development, linked to a peace deal, signals India's potential to resume economic ties, including energy trade and the International North South Transport Corridor.

Goldman Sachs ritiene che il mercato petrolifero stia entrando in una fase di normalizzazione dopo la crisi mediorientale, con prezzi del Brent che potrebbero stabilizzarsi tra 70 e 75 dollari al barile. Rimangono però incertezze legate all'accordo USA-Iran e alla domanda globale.

Iran asserted control over the Strait of Hormuz, requiring ships to seek permission and mandatory insurance to cross. This conflicts with the US, which noted 20 ships transited overnight via a recommended route along Oman's coast, amid industry concerns over potential future tolls.

Sau 4 tháng phong tỏa, eo biển Hormuz mở cửa trở lại nhờ thỏa thuận Mỹ-Iran. Thế giới thiếu hụt 1,15 tỷ thùng dầu, dự trữ cạn kiệt. Giá dầu Brent có thể dao động 75-90 USD/thùng trong ngắn hạn.

Iran's Foreign Ministry has denied media reports claiming the Strait of Hormuz has been closed, stating that shipping continues and that armed forces are ensuring safe passage for merchant vessels.

Il gas naturale ha chiuso in forte rialzo, superando i 42 euro al MWh sulla piazza Ttf di Amsterdam. I future di luglio guadagnano il 4,34% a 42,28 euro, risalendo ai livelli pre-accordo USA-Iran.
US-Iran talks in Switzerland were postponed Friday due to escalating conflict in Lebanon. Iran fired warning shots in the Strait of Hormuz, threatening closure, but later softened its tone after a new Israel-Hezbollah ceasefire. Both sides seek to avoid renewed hostilities.

At least 20 oil tankers have transited the Strait of Hormuz since the US and Iran reopened the sea lane, with Thursday seeing the highest traffic since June 2. Iranian supertankers are reactivating transponders, suggesting a gradual return to normal crude trade patterns.

Le trafic maritime reprend timidement dans le détroit d'Ormuz après sa réouverture par les États-Unis. Au moins 77 navires ont traversé le canal depuis le 14 juin, dont un record de 25 le 18 juin.

Israelenses atacam Líbano após anúncio de trégua, deixando 47 mortos. EUA e Irã assinam acordo de paz, com Irã minimizando adiamento de negociações e garantindo navegação no Estreito de Ormuz. China pede fim das violações do cessar-fogo em Gaza.

Bitcoin (BTC) surpassed $63,000 on Friday as markets reacted to geopolitical shifts and a hawkish US Federal Reserve. Tensions between the US and Iran resurfaced, impacting the Strait of Hormuz oil route, while traders consider the possibility of a "black swan" event in the current Bitcoin bear market.
Irã suspende taxas no Estreito de Ormuz por 60 dias em acordo com EUA. Embarcações precisam de aviso prévio de 48h. Teerã condena ataques israelenses ao Líbano e culpa EUA.

Around 80 mines must be cleared from the Strait of Hormuz before normal shipping can resume, according to Phil Belcher of Intertanko. The main route is closed and dangerous, with an estimated 600 vessels waiting in the area. The US and Iran have signed a memorandum of understanding to cease hostilities.

L'Autorità iraniana per lo Stretto del Golfo Persico ha annunciato nuove procedure per le navi in transito per Hormuz. Le navi dovranno richiedere il passaggio 48 ore prima, con tariffe a carico del governo iraniano per 60 giorni.

The Strait of Hormuz remains blocked by approximately 80 mines, hindering normal shipping operations despite a recent US-Iran MoU. Experts warn recovery will take time due to navigational risks and potential Iranian tolls, impacting global trade and oil flow.

Bitcoin fell below $63,030 as a hawkish Federal Reserve stance overshadowed a deal easing passage through the Strait of Hormuz and lower oil prices. Despite the geopolitical relief, the Fed's updated projections and increased likelihood of rate hikes pushed the US dollar higher, pressuring risk assets like Bitcoin.

Po podpisaniu umowy między USA a Iranem, 25 statków handlowych przepłynęło przez cieśninę Ormuz, co jest najwyższym wolumenem od połowy kwietnia.

Global stock markets are generating significant wealth for investors, with Ed Yardeni raising his S&P 500 target. US companies report strong profits driven by AI and consumer giants. However, doomsayers point to slowing global GDP growth, rising oil prices, and high debt levels as potential risks.

Ngày 18/6, 25 tàu thương mại đã qua eo biển Hormuz, mức cao nhất kể từ 18/4. Động thái diễn ra sau khi Iran ký bản ghi nhớ với Mỹ, dỡ bỏ phí qua lại 60 ngày nhưng yêu cầu đề xuất di chuyển 48 giờ trước. Iran tuyên bố sẽ thu phí sau thời hạn này.