Oil: Geopolitics and US–Iran talks – Rabobank
|Rabobank analysts underline rising geopolitical risk around Iran that could affect Oil markets. While a second round of US–Iran talks ended constructively, analysts note ongoing military build-up, threats around the Strait of Hormuz and Tehran’s domestic calculations. Report recalls past conflict after similar offers, implying persistent tail risks for energy supply and regional stability.
Strait of Hormuz tensions and supply risk
"Meanwhile, the second round of US-Iran talks ended with the Iranians smiling and talking about deals within reach, and a third round pencilled in for two weeks from now to close gaps."
"However, the US is still surging military equipment to the region; Iran also insulted and threatened the US yesterday, partially closing the Strait of Hormuz for the first time since the 1980s; and both regional reports and Vice President Vance underlined that Tehran is playing for time while it tries to regain control of its restless population, and is ignoring core US demands."
"Recall in 2025, Iran offered the US the same deal it’s offering now – and got bombed."
(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor.)
Information on these pages contains forward-looking statements that involve risks and uncertainties. Markets and instruments profiled on this page are for informational purposes only and should not in any way come across as a recommendation to buy or sell in these assets. You should do your own thorough research before making any investment decisions. FXStreet does not in any way guarantee that this information is free from mistakes, errors, or material misstatements. It also does not guarantee that this information is of a timely nature. Investing in Open Markets involves a great deal of risk, including the loss of all or a portion of your investment, as well as emotional distress. All risks, losses and costs associated with investing, including total loss of principal, are your responsibility. The views and opinions expressed in this article are those of the authors and do not necessarily reflect the official policy or position of FXStreet nor its advertisers.