Dossier
geopolitical risk premium
Coverage of geopolitical risk premium in the Nexus archive.
- The new oil order that could emerge from an Iran deal
A potential U.S.-Iran deal could reopen the Strait of Hormuz, reintroducing significant oil supplies to the market amid declining global stockpiles. However, uncertainties around Iranian fees, safety risks, and geopolitical tensions may create a prolonged, risk-adjusted market environment.