Report

Oil prices amid Middle East tensions: From price shock to sector impact

• Oil prices have been highly volatile due to rising tensions in the Middle East, especially related to Iran. Prices increased sharply in the short term as markets worried about supply disruptions. However, fundamentals suggest the medium-term outlook remains relatively balanced.
• Organizations such as S&P Global, IEA, and EIA generally agree that the current price spike is short-term. The medium-term trend will depend on how supply and demand rebalance.
• High oil prices and geopolitical tensions are creating clear divergence within Vietnam’s oil and gas sector: Upstream and midstream benefit from stronger oil prices and logistics dynamics, while downstream depends on inventory and cost pass-through lags, leading to more volatile earnings.
Provider
Viet Dragon Securities
Viet Dragon Securities

Viet Dragon Securities belongs to top 20 biggest securities companies in terms of chartered capital in Vietnam. With a qualified, dedicated and professional team, a widespread network, advanced technology, diversified products and services, and good relationship with local and foreign institutions, we provide a wide range of services and products to our clients both individuals and institutions, both local and foreign. We commit to provide our clients with promising investment opportunities and a comprehensive and professional financial investment services.

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Analysts
Huong Le

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