The escalation of military and diplomatic confrontations between Israel and Iran in 2025 has introduced significant volatility into the Middle East oil and commodity markets. This conflict, rooted in historical tensions over nuclear programs, proxy wars in Syria and Yemen, and spillover effects from U.S.–China strategic competition, has raised concerns about potential disruptions to regional energy infrastructure and critical trade routes.

25 Jun 2025
Commodities Strategy: Brent, Barrels, and Blame
BP PLC (BP:LON), 372 | Eni (ENI:BIT), 0 | Chevron Corporation (CVX:NYSE), 0 | Exxon Mobil Corporation (XOM:NYSE), 0 | Shell Plc (SHEL:LON), 2,593 | Equinor ASA (EQNR:STO), 0 | Galp Energia SGPS (GALP:ELI), 0 | TotalEnergies SE (TTE:LON), 5,261 | Repsol SA (REPSN:MEX), 0

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Commodities Strategy: Brent, Barrels, and Blame
BP PLC (BP:LON), 372 | Eni (ENI:BIT), 0 | Chevron Corporation (CVX:NYSE), 0 | Exxon Mobil Corporation (XOM:NYSE), 0 | Shell Plc (SHEL:LON), 2,593 | Equinor ASA (EQNR:STO), 0 | Galp Energia SGPS (GALP:ELI), 0 | TotalEnergies SE (TTE:LON), 5,261 | Repsol SA (REPSN:MEX), 0
- Published:
25 Jun 2025 - Author:
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Pages:
11 -
The escalation of military and diplomatic confrontations between Israel and Iran in 2025 has introduced significant volatility into the Middle East oil and commodity markets. This conflict, rooted in historical tensions over nuclear programs, proxy wars in Syria and Yemen, and spillover effects from U.S.–China strategic competition, has raised concerns about potential disruptions to regional energy infrastructure and critical trade routes.