Venezuela’s Oil Gambit Exposes the Limits of Trump’s Plan to Squeeze Russia

Economic

Commodity

Summary:

Donald Trump’s effort to curb Russia’s war financing by redirecting India’s oil imports toward Venezuela and the U.S. faces major structural obstacles....

The Strategic Logic Behind The Deal

U.S. President Donald Trump framed a new trade agreement with India around a straightforward idea: lower U.S. tariffs in exchange for India cutting off Russian oil purchases and turning instead to Venezuelan and American crude. In theory, this would deprive Russia of a critical revenue stream used to fund its war in Ukraine, particularly since India and China now account for the bulk of Russia’s oil exports following Western sanctions.

The strategy rests on a simple chain of substitution. If India stops buying Russian oil and replaces it with Venezuelan supply, Russia loses both volume and pricing power. The logic is appealing, but the underlying market realities complicate execution.

Why Venezuelan Crude Looks Attractive On Paper

From a technical standpoint, Venezuela is one of the few producers capable of replacing Russian barrels for India. Venezuelan crude is heavy and sour, closely resembling Russia’s Urals blend. This matters because India’s refineries are configured to process exactly this type of oil into diesel, fuel oil, asphalt, and other industrial products vital to its fast-growing economy. By contrast, U.S. light sweet crude is better suited for gasoline and offers less flexibility for Indian refiners.

Following the U.S. removal of sanctions and the capture of Venezuelan leader Nicolás Maduro, Caracas passed legal reforms aimed at reopening its oil sector to foreign investment. Analysts such as Homayoun Falakshahi of Kpler described the reforms as a positive step toward revitalizing the industry and attracting Western capital back into Venezuela’s oil fields.

Production Reality Limits Venezuela’s Role

Despite its vast reserves, Venezuela’s current production capacity is sharply constrained. The country produces just over 1 million barrels per day, and nearly two-thirds of that supply already goes to China. Even if Venezuela diverted all of its exports to India, it would still fall short of replacing the roughly 1.5 million barrels per day that India imports from Russia.

Historically, Venezuela has demonstrated far greater capacity. Before the rise of Hugo Chávez’s socialist government in 1999, output exceeded 3 million barrels per day. However, decades of underinvestment, mismanagement, and infrastructure decay have left the industry unable to scale quickly. Restoring production to prior levels would require tens of billions of dollars annually for many years, along with deep involvement from major Western oil companies.

Here, structural risk becomes decisive. Foreign firms remain wary of Venezuela’s political instability, unclear rule of law, unresolved debts, and high royalties. While sanctions have been lifted and oil laws revised, key investor safeguards remain absent, limiting how quickly capital and expertise can realistically return.

India’s Economic Constraints And Inertia

Even if Venezuelan supply expanded, India cannot abruptly abandon Russian oil. Logistics alone pose challenges, as shipping routes from Venezuela are longer and more complex than those from Russia. Refinery adjustments and supply chain reconfiguration would take time, making any transition gradual rather than immediate.

Cost considerations are even more binding. Russian oil trades at a steep discount, roughly $16 per barrel below OPEC or U.S. benchmarks. This price advantage has been a central reason India continued buying Russian crude despite Western sanctions. Although falling global oil prices ease the burden slightly, replacing discounted Russian barrels with higher-priced alternatives would raise India’s import bill and strain domestic fuel economics.

Analysts such as Robert Yawger of Mizuho Securities also note that India has repeatedly found ways to bypass sanctions using shadow fleets and alternative trading channels. There is little evidence that a single trade deal will instantly override these entrenched practices.

Impact On Russia Likely Gradual, Not Decisive

Russia’s economy has already been pressured by sanctions, lower oil prices, inflation, and rising debt. Yet it has adapted through shadow shipping, higher taxes, and expanded domestic manufacturing. Losing India as an oil customer overnight would be damaging, but not catastrophic.

Still, Venezuelan oil introduces a new variable into the equation. Even partial and gradual reductions in Indian purchases of Russian crude could incrementally weaken Russia’s fiscal position over time. As Rob Haworth of U.S. Bank Asset Management noted, sustained erosion of oil revenues would create additional economic challenges for Russia and make prolonged war financing more difficult.

A Long Game With Limited Short-Term Payoff

Trump’s strategy does not fail outright, but its effectiveness depends on timelines measured in years, not months. Venezuela lacks the capacity to substitute Russian oil quickly, and India’s incentives to abandon discounted Russian supply remain weak. The outcome is less a decisive blow and more a slow pressure tactic, adding friction to Russia’s economic resilience rather than dismantling it.

In a conflict of enormous human cost, even marginal constraints on funding matter. But the Venezuelan oil card, while symbolically powerful, is unlikely to deliver the swift geopolitical leverage its architects envision.

Source: CNN

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Economic

Stocks

A Long-Awaited Deal Sparks A Powerful Market Repricing

Indian equities staged a dramatic rebound after New Delhi and Washington announced a trade agreement that materially lowered U.S. tariffs on Indian exports. The benchmark Nifty 50 jumped 5% at the open before paring gains to around 4%, still marking its strongest single-day performance in nearly six years if the rally holds.

U.S. President Donald Trump said the United States would cut reciprocal tariffs on Indian goods to 18% from 25% and that India would reduce tariff and non-tariff barriers against U.S. products to zero. While earlier U.S. measures had lifted total tariffs on India to as high as 50%, including a 25% penalty linked to India’s purchases of Russian oil, Reuters reported that the overall tariff burden has now been reduced to 18%, clarifying initial market confusion.

This clarification proved crucial for sentiment, as markets rapidly repriced expectations for trade flows, earnings, and capital inflows.

Energy Commitments And Geopolitical Realignment

Trump also said that during a call with Indian Prime Minister Narendra Modi, India agreed to halt purchases of Russian oil and instead significantly increase imports from the United States. Modi confirmed that “made in India” products would now face reduced tariffs in the U.S. and framed the agreement as part of a broader effort to support global stability and prosperity.

This energy shift represents a structural change in trade relationships rather than a short-term transaction. While it does not immediately alter global supply balances, it reshapes India’s external positioning and strengthens economic ties with its largest export market.

Why The Market Reaction Was So Strong

At the start of 2025, India had been widely expected to be among the first countries to reach a trade agreement with Washington. The prolonged absence of a deal became a growing drag on sentiment, creating what Citi Research described as a disconnect between India’s strong macroeconomic fundamentals and the weak performance of its financial assets.

Foreign investors exited Indian equities in record volumes, leaving the Nifty with gains of just over 10% in local currency terms for 2025. In dollar terms, performance was even weaker due to rupee depreciation, with the MSCI India index gaining only 4.29% compared with a 33.57% rise in the MSCI Emerging Markets index. The rupee emerged as Asia’s worst-performing currency last year, weighed down by trade uncertainty and persistent capital outflows.

Against this backdrop, the tariff reduction came in materially better than market consensus. Trideep Bhattacharya of Edelweiss Asset Management said the agreement exceeded expectations and, when combined with the recently concluded India–EU trade deal, could represent one of the strongest external growth impulses for India in 2026. The relationship here is causal rather than coincidental, as lower trade barriers directly improve export competitiveness, earnings visibility, and investor confidence.

Currency Relief Reinforces The Equity Rally

The trade breakthrough also triggered a sharp move in currency markets. The Indian rupee strengthened about 1% following the announcement, last trading near 90.29 per dollar. This rebound reflects easing concerns over India’s external balance and the potential for renewed foreign inflows now that a key source of policy uncertainty has been removed.

Radhika Rao of DBS Bank described the agreement as unequivocally positive for exports, sentiment, and financial markets, noting that high tariffs had been a central drag on confidence over the past quarter. A stronger rupee, in turn, reinforces equity gains by improving dollar-based returns for international investors, creating a reinforcing loop between currency and stock market performance.

A Structural Reset For Indian Assets

The sharp rally in the Nifty 50 is best understood as a relief move layered on top of a deeper structural reset. Markets are not simply reacting to a headline, but reassessing India’s position in global trade, its attractiveness to foreign capital, and its earnings outlook in a lower-tariff environment.

If implementation follows through, the deal has the potential to narrow the performance gap between Indian assets and the broader emerging market universe. After a year in which strong domestic fundamentals failed to translate into market returns, the trade agreement provides a clear mechanism for that gap to begin closing in 2026.

Source: CNBC

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Economic

A Return To Tightening After Last Year’s Cuts

Australia’s central bank raised its benchmark cash rate by 25 basis points to 3.85%, marking the first increase since November 2023 and a clear reversal after three rate cuts in February, May, and August last year. The decision came as inflation surprised to the upside, underscoring the bank’s assessment that price pressures have re-intensified following a period of moderation earlier in 2025.

The move was widely anticipated after official data showed annual inflation rose to 3.8% in the 12 months through December, up from 3.4% in November. While inflation has eased significantly from its peak of 7.8% in late 2022, policymakers judged that the renewed pickup in the second half of 2025 altered the balance of risks.

Inflation Outlook And Policy Rationale

The Reserve Bank of Australia reiterated that its mandate is to steer inflation back into the 2% to 3% target band and warned that inflation is likely to remain above target for some time. The bank emphasized that domestic dynamics, particularly private demand driven by household spending and investment, have been stronger than expected, contributing to persistent price pressures.

Global uncertainty remains elevated, but the bank noted that Australia has so far avoided any meaningful drag from external headwinds. Growth and trade among Australia’s major partners have surprised on the upside, reinforcing the case for tighter policy to prevent demand from running ahead of supply.

Economic Conditions Running Hot

Labor market data added weight to the decision. Unemployment fell from 4.3% in November to 4.1% in December, a development that suggested underlying momentum remains firm. This tightening in labor conditions strengthens wage dynamics and risks entrenching inflation if left unchecked, a relationship that is causal rather than merely coincidental in the bank’s framework.

The unusual timing of the hike, coming only six months after the last cut, reflects how quickly the macro backdrop shifted. Inflation fell to as low as 2.1% in June last year before rebounding to 3.2% in September and accelerating further into year-end, challenging earlier assumptions that disinflation was firmly established.

Political And Household Impact

Treasurer Jim Chalmers described the decision as difficult news for households with mortgages and for businesses facing higher borrowing costs. He rejected claims that government spending was the primary driver of inflation, pointing instead to the central bank’s assessment that private demand has been the dominant force.

The rate increase will flow through to variable mortgage rates, tightening financial conditions for millions of Australians. While the immediate effect is financial strain, policymakers appear to view this as necessary to prevent a more persistent inflation problem that would ultimately require even more aggressive tightening.

Expert Views And The Road Ahead

Economists noted the rarity of the policy reversal. Cherelle Murphy, Chief Economist at EY Oceania, said the hike raised the possibility that the last rate cut may have been premature, even if that was not evident at the time. She also highlighted the unexpectedly strong labor market as a sign the economy may be operating above its sustainable pace.

Murphy added that another rate increase later in the year could not be ruled out if inflation remains sticky. Market pricing has already begun to reflect this risk, indicating that the central bank’s decision may mark the start of a renewed tightening phase rather than a one-off adjustment.

By lifting rates to 3.85%, the Reserve Bank of Australia sent a clear message that the fight against inflation is not over. The decision underscores a willingness to act decisively when price stability is threatened, even at the cost of short-term pain for borrowers, and positions Australia among the few developed economies currently moving against the global easing trend.

Source: AP

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Economic

Remarks of Officials

Political

Chinese President Xi Jinping met with his Uruguayan counterpart, Yamandu Orsi, in Beijing on Tuesday, calling for the two nations to jointly promote an "equal and orderly multipolar world." In remarks reported by a media pool, Xi also advocated for an inclusive and universally beneficial economic globalization, framing the cooperation as part of building a "community with a shared future for mankind."

Orsi's trip marks the first visit to the Chinese capital by a South American leader since the United States' invasion of Venezuela in January, which involved the capture of then-President Nicolas Maduro.

Geopolitical Context and Symbolism

The high-level meeting follows a series of visits to China by Western leaders this year, including Britain's Prime Minister Keir Starmer, Canadian Prime Minister Mark Carney, and Finland's Prime Minister Petteri Orpo.

According to Francisco Urdinez, a professor at the Pontifical Catholic University of Chile, the timing holds symbolic weight. "For Beijing, hosting Orsi signals that South American countries remain eager to engage, despite the increasingly polarized geopolitical environment," Urdinez explained.

Orsi, who arrived in Beijing on Sunday, stated his visit aims to "empower Uruguay in the world and generate opportunities, investment and development." He is leading a 150-person delegation, which includes business leaders, on a tour that runs until February 7 and will also include a stop in the commercial hub of Shanghai.

The Economic Bedrock of the Relationship

The diplomatic push is built on a strong trade foundation. In 2025, China was the primary destination for Uruguayan exports, which are dominated by agricultural products such as wood pulp, soybeans, and beef.

The economic data highlights a robust partnership:

• Uruguay recorded a trade surplus of $187.1 million with China in the first half of 2025.

• In return, the South American nation imports machinery, electronics, and chemicals from China.

New Agreements Target Deeper Cooperation

On Tuesday, the two countries signed a joint declaration to deepen their strategic partnership, alongside 12 other cooperation documents. These agreements cover a range of sectors, including science and technology, environmental cooperation, meat exports and imports, and intellectual property.

Orsi expressed Uruguay's desire to intensify "trade in goods, especially through diversification, and to invest much more strongly in the area of trade in services and investment." He described the China-Uruguay strategic partnership as being in "its best moment," adding that both countries have a responsibility to "commit to raising it to a new level."

Experts see significant room for growth beyond traditional exports. Dr. Diego Telias, a professor at Universidad ORT Uruguay and a researcher at ICLAC, noted that sectors like dairy hold considerable potential. He also pointed to a gap in service exports, an area "in which Uruguay has successfully engaged with markets such as the United States, the United Kingdom and Europe, but not yet with China."

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Christopher Hayes

Forex

Economic

Remarks of Officials

Political

Just as Japan seemed to be stabilizing its falling currency, Prime Minister Sanae Takaichi introduced a fresh wave of uncertainty with off-the-cuff remarks that appeared to favor a weaker yen.

During a campaign speech this week, Takaichi—who is widely expected to win this Sunday's snap election—triggered a yen selloff by highlighting the benefits of a devalued currency. While she later retracted the comments, government officials privately worry the mixed signals could derail a coordinated effort with Washington to support the yen.

The weak yen has become a major political issue. At home, it is blamed for driving up the cost of imports. Abroad, the Trump administration has voiced concerns that it could destabilize U.S. markets.

Tokyo Scrambles for Damage Control

Takaichi's remarks quickly caused alarm within her own administration. According to one official at the prime minister's office, a scramble ensued over the weekend to contain the market fallout.

"Officials were scrambling to respond through Takaichi's X social media account to clarify her intentions," the official stated.

In a post on her X account on Sunday, Takaichi clarified that she had no preference for the yen's direction. She explained that her earlier speech was meant to convey her goal of building an economy resilient to exchange-rate fluctuations.

Another official confirmed that the government ensured U.S. authorities were informed of Takaichi's clarification. So far, Washington has not publicly commented on the matter.

Contradicting Official Policy

The prime minister's initial comments stood in stark contrast to the government's official stance. After weeks of heavy downward pressure, close coordination between Tokyo and Washington—including rare rate checks by the New York Federal Reserve—had finally helped steady the yen.

Finance Minister Satsuki Katayama has repeatedly threatened market intervention to prop up the currency. She has also noted that U.S. Treasury Secretary Scott Bessent shares her concerns over the yen's excessive volatility.

Masafumi Yamamoto, chief currency strategist at Mizuho Securities, said Takaichi's remarks exposed a deeper view. "It revealed a complete lack of a sense of crisis over the historically weak yen," he commented. "Instead, it laid bare that Takaichi's long-held belief that yen depreciation is beneficial to the economy remains unchanged."

Following the prime minister's speech, the yen gave up approximately half of the 7-yen gain it had recently made on the prospect of joint U.S.-Japan intervention.

Washington's Unwelcome Surprise

U.S. officials have been wary of the side effects of yen weakness, particularly the surge in Japanese government bond yields. According to Tsuyoshi Ueno, a senior economist at the NLI Research Institute, Washington is concerned that rising Japanese yields could ripple through U.S. markets, pushing up Treasury yields and triggering selloffs in American assets.

"From Washington's perspective, the remarks were also likely unwelcome," said Ueno.

Japanese government sources revealed that at a meeting in Davos, Treasury Secretary Bessent told Finance Minister Katayama that Japan's rising debt yields had triggered a "triple selloff" in the United States and urged Tokyo to respond. This bond rout in Japan, initially sparked by Takaichi's campaign pledge to waive sales tax on food, added to market volatility already stirred by President Donald Trump's trade threats against Europe.

The U.S. Treasury Department did not respond to a request for comment.

A Pattern of Off-the-Cuff Remarks

This is not the first instance of Prime Minister Takaichi making unscripted comments that diverge from carefully crafted policy. Weeks after taking office in October, her remarks in parliament on a hypothetical Chinese attack on Taiwan ignited a major diplomatic dispute with Beijing.

However, this candid style is also a source of her popularity, particularly among younger voters. A recent Asahi newspaper survey shows Takaichi's Liberal Democratic Party is on track for a landslide victory in the upcoming election, suggesting her approach of pursuing significant spending and tax cuts is likely to continue.

One government official, who wished to remain anonymous, expressed frustration with the prime minister's communication. "I read the whole of Takaichi's campaign speech, but I honestly wonder whether it needed to be said in the first place," he noted. "She rambled on, off the cuff without notes, but it's ultimately unclear what she was trying to say."

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Economic

Asia Finds Its Footing After Metals Shock

Trading conditions improved across Asia as stocks broadly recovered from Monday’s sharp gold-and-silver-driven wipeout. Tokyo and Seoul led the rebound, reflecting a recalibration rather than a full reversal of sentiment, as precious metals attempted to stabilize after extreme volatility. The calmer tone suggested that forced deleveraging had largely run its course, allowing equities to regain traction.

Indian markets drew support from a trade agreement announced by U.S. President Donald Trump that would lower U.S. tariffs on Indian goods in exchange for India halting purchases of Russian oil. While the announcement lacked firm timelines and operational detail, it was sufficient to boost confidence in near-term trade flows. The Indian rupee strengthened by more than 1%, underscoring how expectations and policy signaling can move markets even before implementation details are clarified.

Australia Joins A Small Club Of Rate Hikers

Australia’s central bank delivered a widely anticipated 25-basis-point rate increase, placing it alongside Japan as one of the few developed economies still tightening policy. Inflation remains above target and the labor market tight, providing justification for the move. The Australian dollar rose more than 1% following the decision, and market pricing now implies roughly a 75% probability of a follow-up hike in May. This reaction reflects a causal link between tighter policy expectations and currency strength, as higher yields attract capital inflows.

Mining shares advanced in Australia as gold and silver attempted to find a floor. Rare earth producers also benefited after Trump outlined plans for a strategic stockpile of critical minerals, supported by $10 billion in seed funding from the U.S. Export-Import Bank. The initiative adds a policy-driven demand narrative to the sector, reinforcing longer-term investment interest even as short-term commodity prices remain volatile.

China Tech Wobbles, Corporate News Builds

In China, internet stocks showed signs of instability amid market chatter about potential tax increases on gaming, highlighting how regulatory speculation can quickly pressure sentiment. Elsewhere, corporate developments drew attention, including Elon Musk’s announcement that SpaceX had acquired his artificial intelligence startup xAI, unifying his AI and space ambitions in a landmark deal.

Looking ahead, investors are watching the European Central Bank’s bank lending survey for insight into credit demand and financial conditions across the euro zone. In the United States, the earnings calendar takes center stage later in the week, anchored by results from Alphabet and Amazon. Additional reports from PayPal, Pfizer, Marathon, AMD, Amcor, and Mondelez will help shape expectations around consumer demand, technology investment, and broader corporate resilience.

Overall, the session reflected a market transitioning from shock absorption to selective optimism, with trade policy signals and central bank actions temporarily outweighing lingering uncertainty in commodities.

Source: Reuters

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Economic

Commodity

Prices Pause After Sharp Geopolitical Repricing

Oil prices were little changed on Tuesday as traders reassessed recent developments in Middle East geopolitics. Brent crude futures edged up 0.1% to $66.36 per barrel, while U.S. West Texas Intermediate traded at $62.24 per barrel, up 0.2%. The muted movement followed a sharp sell-off the previous session, when prices fell more than 4% after comments from U.S. President Donald Trump suggested a thaw in relations with Iran.

Trump said Iran was “seriously talking” with Washington, signaling a possible de-escalation with the OPEC member. That remark reduced immediate fears of supply disruption, prompting a rapid unwinding of geopolitical risk premiums that had supported prices earlier.

Nuclear Talks Lower Risk Premiums

Further pressure on crude came from confirmation that Iran and the United States are expected to resume nuclear talks on Friday in Turkey. Officials from both sides indicated discussions would restart, though Trump also warned that failure to reach an agreement could carry consequences, noting that U.S. warships were heading toward Iran.

This mix of diplomatic engagement and military signaling has created a narrow trading range for oil. The market response reflects a probabilistic reassessment rather than a definitive outcome, with prices adjusting to a lower likelihood of near-term supply disruption while still pricing residual geopolitical uncertainty.

Dollar Strength Limits Upside

Any rebound in crude prices has been constrained by currency dynamics. The U.S. dollar index hovered near a more-than-one-week high, making dollar-denominated oil more expensive for non-U.S. buyers. This relationship is primarily mechanical rather than structural, as exchange rate strength directly affects purchasing power without altering physical supply or demand.

As a result, even supportive headlines have struggled to lift prices meaningfully, reinforcing the range-bound tone in early trading.

Trade Deal Reshapes Oil Flows

Oil markets are also digesting implications from a new U.S.–India trade agreement announced by Trump. Under the deal, U.S. tariffs on Indian goods will be cut to 18% from 50% in exchange for India halting purchases of Russian oil and lowering trade barriers. Trump said India would instead buy oil from the United States and possibly Venezuela, following a call with Indian Prime Minister Narendra Modi.

India has already begun slowing its intake of Russian crude. Imports averaged about 1.2 million barrels per day in January and are projected to decline to around 1 million barrels per day in February and 800,000 barrels per day in March. This shift reflects a directional change in trade flows rather than an immediate reduction in global supply, but it adds another layer of adjustment for the oil market.

OPEC+ Supply Discipline Remains Intact

On the supply side, OPEC+ has maintained a steady stance. The group agreed to keep output unchanged for March, reinforcing its commitment to managing supply in line with demand conditions. Eight key members, including Saudi Arabia, Russia, and the United Arab Emirates, previously raised production quotas by around 2.9 million barrels per day between April and December 2025, equivalent to roughly 3% of global demand.

This policy backdrop provides a stabilizing anchor for prices, offsetting some of the volatility driven by geopolitics and currency movements.

Overall, oil prices are caught between easing geopolitical risk, firm currency conditions, and managed supply growth. The current stability reflects a market recalibrating expectations rather than committing to a new trend. Until clearer signals emerge from U.S.–Iran talks or global demand data, crude is likely to remain range-bound, with sentiment-driven swings tempered by structural supply discipline.

Source: Reuters

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Venezuela’s Oil Gambit Exposes the Limits of Trump’s Plan to Squeeze Russia

The Strategic Logic Behind The Deal

Why Venezuelan Crude Looks Attractive On Paper

Production Reality Limits Venezuela’s Role

India’s Economic Constraints And Inertia

Impact On Russia Likely Gradual, Not Decisive

A Long Game With Limited Short-Term Payoff

Source: CNN

India Markets Roar Back as U.S. Trade Breakthrough Unlocks Long-Suppressed Optimism

A Long-Awaited Deal Sparks A Powerful Market Repricing

Energy Commitments And Geopolitical Realignment

Why The Market Reaction Was So Strong

Currency Relief Reinforces The Equity Rally

A Structural Reset For Indian Assets

Source: CNBC

RBA Reverses Course With Surprise Tightening as Inflation Reignites

A Return To Tightening After Last Year’s Cuts

Inflation Outlook And Policy Rationale

Economic Conditions Running Hot

Political And Household Impact

Expert Views And The Road Ahead

Source: AP

China & Uruguay Deepen Partnership in High-Stakes Talks

Geopolitical Context and Symbolism

The Economic Bedrock of the Relationship

New Agreements Target Deeper Cooperation

Takaichi's Yen Comments Undermine Japan's Currency Strategy

Tokyo Scrambles for Damage Control

Contradicting Official Policy

Washington's Unwelcome Surprise

A Pattern of Off-the-Cuff Remarks

Trade Optimism And Policy Tightening Reframe Global Markets

Asia Finds Its Footing After Metals Shock

Australia Joins A Small Club Of Rate Hikers

China Tech Wobbles, Corporate News Builds

Source: Reuters

Oil Holds Steady as Geopolitics Ease and Dollar Strength Caps Gains

Prices Pause After Sharp Geopolitical Repricing

Nuclear Talks Lower Risk Premiums

Dollar Strength Limits Upside

Trade Deal Reshapes Oil Flows

OPEC+ Supply Discipline Remains Intact

Source: Reuters

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