Analyse de marchéThe US Treasury issued a temporary waiver on restrictions for certain stranded Russian oil shipments, announced around March 12-13, 2026, to address global supply disruptions amid escalating tensions with Iran.
This 30-day exemption allows countries to purchase and transport Russian crude and petroleum products that were loaded onto ships as of March 12, 2026, with…
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The US Treasury announcement on 03/13/2026 temporarily lifts restrictions on Russian oil
Return of Russian oil. Systemic inversion of hydrocarbon flows (Russia–EU). Collapse of the risk premium and gravitation of liquidity clusters.
Liste des exploitations pétrolières & gazières fermées dans les pays du Golf (statut : shut-in / offline)
Diagnostic de convergence du Brent vers le seuil de 85,00 USD. Analyse de la backwardation extrême et de l’équilibre de long terme (horizon 12M).
Étude de la dislocation du « basis » or numérique vs or spot. Diagnostic de rupture de la parité et inférence de prix réel
