Crude Oil

All Crude Oil transmission maps, weekly forecasts and market updates, newest first.

  1. Editorial illustration of tankers moving through open shipping lanes beside a closed, hatched lane, with a rising price line

    Weekly ForecastPremium ResearchLatest

    Oil weekly forecast: the strike is off the table, the strait is not

    Trump ruled out new strikes on Iran before the November 3 midterms, but attacks on Gulf tankers just hit a wartime high and crude flows through Hormuz fell to a two-month low. What the price already holds, and the two things that would move it.

  2. Editorial illustration of a chain from an oil barrel through a thermometer, a central bank and a bond to gold, silver and a coin

    Transmission MapPremium Research

    Macro Transmission Map Vol. 02: One chain from $100 oil to gold, silver and bitcoin

    Oil lifts inflation, inflation keeps the Fed hiking, and the 10-year yield sits near its highest since 2002. Every asset that pays no income is paying for it. Where the chain is tight, where it could snap, and what Vol. 01 got wrong.