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Iran waivers have ended — is the muted price reaction an illusion?

Commodities | Electric Power | Electricity | Energy | Nuclear | LNG | Natural Gas | Natural Gas (European) | Oil | Crude Oil | Refined Products | Fuel Oil | Gasoline | Jet Fuel | Petrochemicals | Olefins

Market Movers Europe, Jan 24-28: Commodities remain on knife edge despite reduced gas price driver

Energy | Oil | Crude Oil

Platts Crude Oil Marketwire

Energy | Oil | Petrochemicals | Olefins | Polymers | Crude Oil

Asian Refining and Petrochemicals Summit

Energy | Coal | Metals | Thermal Coal | Coking Coal | Steel Raw Materials

US Hampton Roads coal exports fall to nine-month low in December

Energy | Energy Transition | Oil

Fuel for Thought: Alaska officials hit the road to make the case for oil, gas investment

Listen: Iran waivers have ended — is the muted price reaction an illusion?

On this week's podcast we speak with Henry Rome, an Iran analyst with the Eurasia Group, about why the global oil market is not as stable and well-supplied as the Trump administration wants the world to believe.

Rome sees a supply crunch only getting worse and a $5/b increase looming ahead of the US summer driving season.

Rome talks about just how much oil Iran will continue to export (it will not be zero), whether China will comply with US sanctions, and why we may be overlooking major threats to supply by focusing on Iran's threats to close the Strait of Hormuz.