One side of the market is focused on geopolitical risk. The other is looking at rising non-OPEC production and forecasts for a supply surplus. Both arguments seem valid. The interesting part is figuring out which one matters more six months from now. Thoughts? Source: https://www.reuters.com/world/oil-rises-us-iran-deal-doubts-iea-warns-supply-glut-2026-06-25/()
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