Analysis
Analysis: Geopolitical Supply Risks Driving Oil Toward $100 — Why Spare Capacity Erosion and Conflict Premiums Will Reshape Crude Markets in 2026
Geopolitical risks to oil supply are escalating at an unprecedented pace as OPEC+ spare capacity erodes, Russian production declines, Iranian exports are disrupted, and Venezuelan output collapses. An in-depth analysis of the $300 billion annual…
