ANZ Says Iran Exports Over 2 Million Barrels of Oil

The transcript discusses the potential impact of geopolitical risks and sanctions on the oil market, particularly focusing on Iran's oil exports and US shale production. It highlights differing market expectations regarding supply growth and constraints, and considers the possible effects of new sanctions on oil prices, including a significant price surge if supply is disrupted.

What are the potential impacts of fresh sanctions on oil prices?

How has the supply of oil from Nigeria and Libya affected the market?

Discuss the significance of the geopolitical risk premium in the oil market.

What constraints are currently affecting the growth of US shale oil production?

What could be the consequences if President Trump decides to decertify the oil deal?