#supply-disruption

#supply-disruption

Traders are simultaneously pricing in two contradictory scenarios: continued political de-escalation on one hand, and the possibility of renewed escalation on the other. This fragile balance leaves the market vulnerable to sudden movements, especially given oil prices' high sensitivity to geopolitical developments in the Middle East.

Protesters occupy docks in Galway city, blocking access to the fuel terminal and preventing delivery trucks from refueling. No fuel has left the terminal since yesterday morning, and local pumps are expected to run dry soon.

The war in Iran has created an energy shock in Africa, as the continent relies heavily on oil and gas imports from the Middle East.

CF Industries reported Q4 2025 revenue of $1.87 billion, beating estimates by 7%, with gross margin expanding to 40.9% from 34.4% a year earlier.

Prices at the gas pump jumped an average of 11 cents across the US on Tuesday morning, according to AAA. The national price for a gallon of regular gas climbed from $3.00 on Monday to $3.11 on Tuesday, while premium fuel rose from $3.86 to $3.98. That's the largest single-day price rise at the pump since March 2022, AAA told Business Insider.