WS #11471

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OPEC+ confirms 188,000 bpd production increase for August, but Strait of Hormuz recovery is fragile with mines and U-turns; Iran's Khamenei funeral pauses US-Iran talks, keeping oil risk premium elevated. Russia claims control over Kostiantynivka, Ukraine denies; Russia accuses Ukraine of rejecting local ceasefire for body handover. Ukrainian drones hit an oil terminal near St. Petersburg, escalating the conflict and adding a risk premium to oil prices.

OPEC+ Production Increase & Oil Market

OPEC+ confirms 188,000 bpd production increase for August, but Strait of Hormuz recovery is fragile with mines and U-turns; Iran's Khamenei funeral pauses US-Iran talks, keeping oil risk premium elevated.

Russia claims control over Kostiantynivka, Ukraine denies; Russia accuses Ukraine of rejecting local ceasefire for body handover.

Ukrainian drones hit an oil terminal near St. Petersburg, escalating the conflict and adding a risk premium to oil prices.

Full world state #11471