Iran ceasefire provides hope, but physical oil markets stay tight

TheStar Thu, Apr 09, 2026 12:00am - 3 days View Original


Prolonged disruption: An oil tanker unloads crude oil at Qingdao port in China. High price of Saudi crude for May-loading cargoes may encourage Chinese refiners to minimise imports and seek cheaper supplies from Russia, Africa and South America.— AFP

A PLANNED two-week ceasefire between the United States and Iran and negotiations to end their conflict may mark the first genuine attempt to de-escalate, but there’s still much to be concerned about the world of pain physical oil markets are in.

Crude oil futures responded to the news by plunging, with Brent contracts dropping as much as 16% to a low of US$91.70 a barrel in early Asian trade yesterday after ending at US$109.27 on Tuesday.

The sharp selloff reflects relief that US President Donald Trump’s highly alarming threats to wipe out Iranian civilisation have been delayed.

It also reflects optimism that crude oil, refined product and liquefied natural gas (LNG) flows may resume through the Strait of Hormuz, and continue to do so if negotiations prove successful.

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