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The US-Iran conflict and Strait of Hormuz closure trigger an energy shock, sending Brent above $85 and reshaping global oil markets.
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$60 Surplus to $140 Catastrophe Scenarios Before the February 2026 Iran strikes, Brent crude was forecast to average $60–$64 per barrel on structural oversupply of 0.8–3.5 million barrels per day. Within hours of the first bombs falling, Brent surged past $72.48 to an eight-month
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