Commodities Strategy Iran crisis lifts Brent crude oil towards the USD 80 / bbl handle. Premature to expect USD 100 / bbl.

2026

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1) The escalating Iran crisis is driving Brent crude oil prices towards $80/bbl, but a $100/bbl surge is unlikely due to ample supply and de-escalation efforts.
2) * Analysis of Brent crude oil price movements and forecasts, including updated quarterly projections.
* Discussion of OPEC's production capacity and its role in stabilizing energy prices.
* Assessment of gold's safe-haven appeal and its revised price forecast.
3) Brent crude, Iran crisis, OPEC, gold forecast, energy prices

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