J.P. Morgan warns oil could top $150 if disruptions persist into mid ...
核心要点
3 days ago · Oil prices could spike to $120-$130 per barrel in the near term, with a risk of surging above $150 if supply flows through the Strait of Hormuz remain disrupted into mid-May, J.P. Morgan...
JPM
JPMorgan
Investment Bank
2026-04-04
JP Morgan Sees $150 Oil if Hormuz Remains Closed Through Mid-May
核心要点
3 days ago · Oil markets are rapidly repricing toward $120–$150 per barrel as disruptions in the Strait of Hormuz constrain global supply with no clear resolution in sight.
Mark Leonard is joined by Szymon Kardaś to discuss how the war in Iran is affecting energy prices and supplies in Europe
ANL
Analysts
Investment Bank
2026-04-03
Iran War Oil Supply Disruption Reshapes Global Energy
核心要点
4 days ago · The current Iran war oil supply disruption has exposed the magnitude of this single-point failure risk. Major OPEC producers including Saudi Arabia, Iraq, Kuwait, and the United Arab Emir...
ANL
Analysts
Investment Bank
2026-04-03
Oil Price Forecast 2026: Will Crude Prices Breach $120?
核心要点
4 days ago · Explore the latest oil price forecast 2026. Discover how geopolitical risks and the Strait of Hormuz could drive Brent crude prices above $120 per barrel.
AC
Atlantic Council
Think Tank
2026-04-02
IMF和世行春季会议：全球危机下的挑战
核心要点
伊朗战争的供应侧冲击正考验IMF和世界银行，尚不清楚它们能为成员国提供何种政策建议来管理后果。
BofA
Bank of America
Investment Bank
2026-04-02
美银警告油价或长期维持在100美元以上
核心要点
美银大幅修正经济展望，现预测油价将长期维持在每桶100美元以上，并警告滞胀冲击。
AC
Atlantic Council
Think Tank
2026-04-01
Saab in War on the Rocks on possible US seizure of Kharg Island
核心要点
On April 1, Bilal Saab, nonresident senior fellow with Forward Defense, published a piece in War on the Rocks assessing the feasibility and strategic risks of a potential US Marine seizure of IranR...
AC
Atlantic Council
Think Tank
2026-04-01
Matchett quoted in ABC News on the threat of Iranian attacks on Gulf desalination plants
核心要点
On March 31, GeoStrategy Initiative assistant director Ginger Matchett was quoted in “As Trump postpones threatened attacks on Iran’s power plants, experts warn of the potential humanitari...
AC
Atlantic Council
Think Tank
2026-04-01
Trump’s path forward on Iran will determine US-Israeli war alignment
核心要点
The US president faces three main options: pursue a negotiated off-ramp, adopt an ongoing attrition strategy, or “escalate to de-escalate” militarily. The post Trump’s path forward on Iran will de...
ANL
Analysts
Investment Bank
2026-04-01
Strait of Hormuz Disruption 2026: Oil & Supply Chains
核心要点
6 days ago · Conflict in the Middle East has prompted rapid, substantial changes in global trade and supply chain dynamics. About 20% of the world’s oil and liquified natural gas (LNG) typically trave...
SG
Societe Generale
Investment Bank
2026-04-01
Brent Oil Forecasts Surge Amid Geopolitical Risks and Supply ...
核心要点
6 days ago · Societe Generale has revised its oil outlook, warning that Brent crude could spike towards $150 per barrel in a scenario where the Strait of Hormuz is shut for two months, citing large OP...
AC
Atlantic Council
Think Tank
2026-03-31
Could Turkey help mediate an end to the Iran war?
核心要点
As US President Donald Trump searches for a way to exit the US-Israeli war against Iran, Turkey could be a useful mediator between the warring parties. The post Could Turkey help mediate an end to ...
Matchett quoted in CNN on the Iran war’s threat to desalination plants and data center investment in the Gulf
核心要点
On March 30, GeoStrategy Initiative assistant director Ginger Matchett was quoted in “Trump helped build the Middle East’s AI ambitions. Could his war break them?” for CNN on the risk to d...
RTRS
Reuters
News
2026-03-30
Middle East war day 31 as it happened: Trump hails ‘progress’ on Iran ...
核心要点
Mar 30, 2026 · “The deepening US–Israel–Iran confrontation removes any realistic chance of near-term de-escalation,” said analysts at Société Générale, adding that they expected oil prices to average ...
ANL
Analysts
Investment Bank
2026-03-29
The Strait of Hormuz Oil Shock Is Now Heading West
核心要点
Mar 29, 2026 · US government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented $200 a barrel.
ANL
Analysts
Investment Bank
2026-03-28
How the big oil and gas CEOs think the Iran war supply disruption will ...
核心要点
Mar 28, 2026 · Iran has basically imposed an economic blockade against the oil producers in the Middle East by closing the Strait of Hormuz, said Sheikh Nawaf al-Sabah, the CEO of Kuwait Petroleum...
AC
Atlantic Council
Think Tank
2026-03-27
伊朗战争首月十大教训
核心要点
大西洋理事会专家总结伊朗战争首月的重要教训，涵盖从全球能源市场到伊朗政权的各种问题。
AC
Atlantic Council
Think Tank
2026-03-27
The Iran war’s economic fallout won’t stop at oil—agriculture and aluminum are next
核心要点
The Iran war’s impact isn’t limited to oil. Fertilizer shortages now threaten spring corn planting, while aluminum markets are strained—signaling broader disruptions to food prices, industry, and glob...
MQG
Macquarie
Investment Bank
2026-03-27
麦格理警告油价200美元风险概率40%
核心要点
麦格理集团警告，若伊朗战争拖延至6月，油价可能达到每桶200美元。
MQG
Macquarie
Investment Bank
2026-03-27
麦格理：油价或达200美元（风险概率40%）
核心要点
麦格理警告，若伊朗冲突持续至6月且霍尔木兹海峡保持关闭，原油价格可能攀升至每桶200美元。
MQG
Macquarie
Investment Bank
2026-03-27
油价或达200美元？麦格理警告风险概率40%
核心要点
麦格理警告，若伊朗冲突持续至6月且霍尔木兹海峡保持关闭，原油价格可能攀升至每桶200美元。
MQG
Macquarie
Investment Bank
2026-03-27
Oil may hit $200 per barrel if Iran war lasts till June, warns Macquarie
核心要点
Mar 27, 2026 · An alternative outlook, with probability of 60 per cent, suggested the war may finish at the end of this month, they said. Brent crude is on pace for a record monthly gain in March, as ...
Iran is buying time while U.S. gas prices rise: Oil analyst
核心要点
Mar 26, 2026 · Andy Lipow of Lipow Oil Associates discusses the supply gaps of flows from the closure of the Strait of Hormuz, and his forecasts for $120 oil if the situation endures for the next 3...
ANL
Analysts
Investment Bank
2026-03-26
FinancialContent - The Largest Oil Supply Shock in History: Middle East ...
核心要点
Mar 26, 2026 · According to a harrowing new report from the International Energy Agency (IEA), the closure of the Strait of Hormuz and the subsequent halting of exports have resulted in a staggering 1...
AC
Atlantic Council
Think Tank
2026-03-25
How ISIS and its affiliates might capitalize on the Iran war
核心要点
ISIS is poised to exploit the ongoing regional instability in the Middle East and US policymakers must closely monitor the threats it poses. The post How ISIS and its affiliates might capitalize on...
AC
Atlantic Council
Think Tank
2026-03-25
Kroenig quoted in The New York Times on NATO, Trump, and Iran
核心要点
On March 25, Atlantic Council vice president and Scowcroft Center senior director Matthew Kroenig was quoted in The New York Times on NATO Secretary General Rutte's praise of the war in Iran, arguing ...
AC
Atlantic Council
Think Tank
2026-03-25
Negotiating an EU-US biometric information-sharing agreement
核心要点
Amid tensions between the US and Europe over trade, tech, and now the war in Iran, Washington and Brussels are negotiating over the US Department of Homeland Security’s request for access to European ...
AC
Atlantic Council
Think Tank
2026-03-25
How the Iran war could change the US relationship with Gulf states
核心要点
The war appears to have opened the door to a new wave of uncertainty in the Gulf, which might threaten the very regional stability and economic prosperity it is meant to ensure. The post How the Ir...
Mar 25, 2026 · Major brokerages have raised their 2026 average oil price forecasts as the U.S.-Israeli war with Iran drove oil prices sharply higher this month.
AC
Atlantic Council
Think Tank
2026-03-23
Trump is fighting two wars with Iran. He needs to win both.
核心要点
Nothing could be more short-sighted than leaving a vengeful and still formidable Iranian regime in place. The post Trump is fighting two wars with Iran. He needs to win both. appeared first on At...
AC
Atlantic Council
Think Tank
2026-03-23
The Iran conflict exposes the new cost curve of war
核心要点
The Pentagon must rapidly field innovative, lower-cost technologies alongside its exquisite capabilities, ensuring each is used where it delivers the greatest advantage. The post The Iran conflict ...
AC
Atlantic Council
Think Tank
2026-03-23
What Romania’s role in the Iran war reveals about its diplomatic positioning
核心要点
Amid transatlantic differences over the Iran war, Romania’s ability to maintain a balance between Washington and its European partners is a valuable strategic contribution to NATO. The post What Ro...
AC
Atlantic Council
Think Tank
2026-03-23
The Strait of Hormuz crisis will ripple across plastics and food supply chains, helping Beijing and Moscow, hurting Americans
核心要点
The oil and gas blockade in the Strait of Hormuz will tighten petrochemical and fertilizer markets, with geopolitical and economic implications for the United States. The post The Strait of Hormuz ...
BG
Bloomberg/Goldman
News
2026-03-23
高盛因史上最大供应冲击上调油价预测
核心要点
高盛集团因霍尔木兹海峡流量持续中断（称其为史上最大供应冲击）上调2026年油价预测。
MS
Morgan Stanley
Investment Bank
2026-03-18
摩根士丹利能源展望
核心要点
摩根士丹利对中东冲突背景下的能源市场展望分析。
ANL
Analysts
Investment Bank
2026-03-18
The Iran War is Causing Energy Chaos in Asia
核心要点
Mar 18, 2026 · In the wake of U.S. and Israeli strikes on Iran, supply disruptions caused by Tehran’s closure of the Strait of Hormuz are straining energy stores across Asia to their breaking point.
ANL
Analysts
Investment Bank
2026-03-18
How the Iran War Is Disrupting Global Oil and Gas Supply
核心要点
Mar 18, 2026 · Prices of both commodities have jumped since the US and Israel began their strikes on Iran. Iran’s retaliation has involved the targeting of energy infrastructure across the Gulf, inter...
RTRS
Reuters
News
2026-03-16
多家投行上调伊朗战争期间油价预测
核心要点
主要金融机构已大幅上调2026年油价预测，因美以战争对伊朗扰乱霍尔木兹海峡这一全球能源咽喉。
BofA
Bank of America
Investment Bank
2026-03-16
美银上调布伦特油价预测
核心要点
美银因霍尔木兹海峡中断上调2026年布伦特原油价格预测。
DB
Deutsche Bank
Investment Bank
2026-03-16
Weekly Outlook: It All Comes Down to Oil - live.deutsche-boerse.com
核心要点
Mar 16, 2026 · High oil prices threaten to slow down the economy—and reignite inflation, which has only just been brought under control. Most people still expect the war in Iran to end soon. But confi...
NOM
Nomura
Investment Bank
2026-03-16
Nomura cuts Nifty target to 24,900 on oil shock from Hormuz disruption
核心要点
Mar 16, 2026 · With oil up approximately $30 per barrel from pre-war levels, the combined oil and gas price impact adds roughly $60 billion annually to the trade deficit. Nomura’s economics team raise...
RTRS
Reuters
News
2026-03-15
Oil company shares soar to all-time highs as Middle East war ...
核心要点
Mar 15, 2026 · Shares in big oil companies have soared to all-time highs since the war in Iran began and sparked historic price rises on global oil and gas markets.
ANL
Analysts
Investment Bank
2026-03-14
Futures Market Misreads the Hormuz Oil Shock - OilPrice.com
核心要点
Mar 14, 2026 · Analysts started expressing views that $200 oil is not a fantasy anymore—with 20% of global oil supply choked at the Strait of Hormuz buyers are racing to procure physical cargoes,...
BARC
Barclays
Investment Bank
2026-03-13
巴克莱上调2026年布伦特油价预测至85美元
核心要点
巴克莱因霍尔木兹海峡供应中断，将2026年布伦特原油价格预测上调至每桶85美元。
GS
Goldman Sachs
Investment Bank
2026-03-12
高盛模型：60天中断情景下布伦特或达93美元
核心要点
高盛假设霍尔木兹海峡中断时间更长、程度更深，警告风险仍"偏向上行"。
IB
Investment Banks
Investment Bank
2026-03-12
高盛重置2026年油价目标
核心要点
高盛重置2026年油价预测，持续的霍尔木兹海峡中断正造成历史性供应削减和更高油价。
BofA
Bank of America
Investment Bank
2026-03-11
美银2026年石油展望：新目标价发布
核心要点
美银美林上调2026年布伦特原油预测，警告霍尔木兹海峡持续中断风险。
CNBC
CNBC
News
2026-03-09
Oil prices: Analysts raise the alarm as crude soars over Iran war - CNBC
核心要点
Mar 9, 2026 · Energy analysts said oil prices could continue to rise in response to the war in the Middle East. “The sky is the limit,” Neil Atkinson, former head of oil at the International Energy...
CS
Credit Suisse
Investment Bank
2026-03-09
Oil surges above USD 100/bbl – Market Outlook - sc.com
核心要点
Mar 9, 2026 · Short Iran conflict; oil prices fall back after near-term spike: Oil futures markets remain in backwardation (elevated near-term prices and lower-than-USD 100/bbl oil from June 2026), su...
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