EU Oil & Gas Early Riser

This report provides a market update on European energy, focusing on the US-Iran geopolitical situation, the resumption of flows through the Strait of Hormuz, and operational updates for Equinor and BP.

Key Takeaways

• 1.An interim US-Iran agreement is in place to reopen the Strait of Hormuz for a 60-day period.
• 2.Market sentiment is divided between the expectation that resumed Hormuz flows will lower prices versus the belief that inventory damage and summer demand will drive prices higher.

Table of Contents

• Key Newsflow
• JPM Global Energy Spec Sales Content
• Access
• Oil Macro and Flows
• Company News
• Macro
• Global Oil & Gas Research
• J.P. Morgan Global Oil & Gas Access
• Sector Calendar
• J.P. Morgan Global Oil & Gas Contacts
• Disclaimers

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