Oil Risks Spiking to $100 Later This Year, BofA's Blanch Says

The video discusses the impact of policy changes and waivers on the oil market, focusing on Saudi Arabia's and US shale producers' responses. It examines the potential effects of Iranian export reductions and analyzes the oil price curve, highlighting risks like Libyan production loss and economic growth. The video also explores how economic growth and fuel specification changes could affect global oil demand, with a potential spike in prices by year-end.

What is the expected price target for Brent oil, and what factors could influence this target?

What role do Iranian exports play in the current oil market dynamics?

How might the global economic cycle impact oil prices according to the discussion?