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Daily Archives: avril 11, 2026

Beyond the Ceasefire: Real Energy Damage Pushes Brent Crude Differentials to Record Highs

The perceived political resolution, described as "co-ordinated social media posts" rather than a genuine US-Iranian ceasefire, has failed to stabilize the energy market, leading to deepening fallout. European and Asian refineries scrambling for oil cargoes have driven North Sea prices to record highs, with Forties Blend nearing $147 a barrel, surpassing 2008 levels, indicating severe…

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Hormuz Truce Fails to Quell Fuel Fears: IATA Warns of Months-Long Supply Snag

IATA chief says jet fuel supply could take months to recover after Hormuz reopening https://t.co/0KqLSqjPPM pic.twitter.com/H0qhi64avY — Alma Angeles (@AlmaANET25) April 8, 2026 IATA Director General Willie Walsh warning that jet fuel supply restoration in the Middle East will require months even after Strait of Hormuz reopening, due to major refining capacity damage. The statement follows…

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Oil and Gas Infrastructure Impact. Recession Risks through H2 2026

A JP Morgan Commodities Research table listing specific oil and gas assets hit across the Middle East, including pipelines, terminals, ports, depots, and fields in Saudi Arabia, UAE, Iran, Iraq, and Oman. The table details drone strikes, missile attacks, and fires causing capacity outages, with examples like partial shutdowns at Saudi East-West pipeline, full disruptions…

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