WS #13965

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Holding: newest synthesis is 84d 15h old

Iran rejects Trump's 'total control' claim, stating Hormuz remains blocked until its conditions are met, keeping oil supply risk elevated. OPEC cuts 2026 oil demand growth forecast to 600k bpd, a bearish demand-side signal that partially offsets supply concerns.

Hormuz closure escalation

Iran rejects Trump's 'total control' claim, stating Hormuz remains blocked until its conditions are met, keeping oil supply risk elevated.

OPEC cuts 2026 oil demand growth forecast to 600k bpd, a bearish demand-side signal that partially offsets supply concerns.

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