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The global energy market today recorded notable developments as oil prices continued to fall sharply after signs of easing tensions in the Strait of Hormuz. WTI oil traded around 75.34 USD/barrel, down 0.93%, Brent was at 78.42 USD/barrel, down 0.68%, while Murban plummeted 5.55% to 71.81 USD/barrel. Natural gas remains around 3.23 USD/MMBtu.
HIGHLIGHTS
1. The Strait of Hormuz reopens
Oil tankers have begun to change course back to the Middle East after the market expected shipping operations through Hormuz to be restored. The rapid decline in war risk premiums caused oil prices to plummet and most of the war premium was removed from the market.
2. The US and Iran reached an agreement to end tensions
Information that the US and Iran signed a temporary peace agreement helps the strategic Hormuz maritime route to operate again. This is considered the most important factor affecting oil prices in the past 24 hours.
3. US crude oil inventories continue to decline sharply
US commercial oil inventories have fallen by more than 52 million barrels in just nine consecutive weeks. This shows that consumption demand is still maintainedhigh levels despite falling oil prices.
4. Risk of global LNG shortage
The LNG industry continues to face risks when Australia appears to have a strike at liquefied gas export facilities, while the process of restoring supply from Qatar is still slower than expected.
5. China regains solar leadership
Chinese manufacturers have just announced a new record performance Perovskite battery panel, marking an important step forward in the global renewable energy technology race.
6. Taiwan faces the problem of energy security
Taiwan's heavy dependence on imported energy continues to make it a prime example of energy risks for modern industrial economies.
7. AI increases electricity demand
Microsoft, Google, Amazon and Meta are racing to find power sources to serve AI data centers. Electricity has now become the biggest bottleneck in the global artificial intelligence revolution.
ENERGY BUSINESS NEWS
• Equinor doubles its 2026 share buyback program and bets on stronger-than-expected oil and gas demand.
• Santos appointed Ms. Kate Vidgen to the Board of Directors to strengthen its long-term development strategy.
• Chevron buys 70% interest in the blockexploration off the coast of Greece, expanding presence in the Mediterranean region.
TOPICS OF MUCH INTEREST
• Norway extends the life of Europe's largest oil field.
• The UK continues to face bottlenecks in energy infrastructure planning.
• The $10 billion energy corridor is expected to help reduce dependence on Hormuz.
• Venezuela reached its highest oil export level in 7 years.
• The average gasoline price in the US dropped to below 4 USD/gallon.
• The International Energy Agency IEA revised its oil oversupply warning.
QUICK REVIEW
The main trend of the market today is a shift from concerns about lack of supply to focusing on the prospect of recovering global energy trade. In the short term, oil prices are under downward pressure due to cooling geopolitical risks, but the sharp decline in inventories and rising electricity demand for AI are still important supporting factors for the energy market in the second half of 2026.
See details at https://congnghedaukhi.com
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