Mohammed Imran

Crude oil outlook: US-Iran talks; high transit cost in focus

The global cost of carrying crude oil which used to be around 1-2 per cent of the total contract value has now faring 20-25 per cent to Asian refiners.

Iran's Hormuz leverage weakens but oil supply risks remain: Mirae Asset

Several shipping tracking companies are reporting improved oil flows from the South side of the Strait of Hormuz, which comes under Omani control.

Crude oil at $120/bbl? Mirae Asset Sharekhan explains why this is possible

Average crude oil prices will stay significantly higher than the previous forecast, as the recent turn of events would shrink global inventories.

Oil may top $100 as Hormuz, Russia risks persist: Mirae Asset Sharekhan

Mirae Asset Sharekhan believes that the crude oil market balance is likely to remain in deficit through 2026.

World running short of Crude oil refined products, says Mirae Asset

US refineries are running near maximum capacity at 97.4 per cent, supported by strong export demand.

Higher crude oil prices risk demand destruction, says Mirae Asset Sharekhan

The main source of uncertainty remains the US-Iran standoff and the continuing disruption around the Strait of Hormuz.

Oil may hit $100 by mid-Sept as US-Iran standoff persists: Mirae Asset

Mirae Asset Sharekhan said that in the absence of any resolution between the US and Iran, each passing week would see floor prices increasing for global oil prices.

Brent may retest $90 as supply risks outweigh peace hopes: Mirae Asset

Global refining capacity has effectively fallen by close to 10 per cent, or about 7-8 mbpd.

Oil retreats but risk is skewed northwards, cautions Mirae's Mohammed Imran

We hold a bullish stance on crude oil, with Brent expected to average around $80 if the war is not prolonged, but if we see Hormuz disruption until mid-September, Brent may average $90 by year-end.

Oil markets under-pricing geopolitical supply shock, warns Mirae Asset

Near-term oil prices are likely to remain extremely volatile. Prices could react sharply to any suggestion that Washington and Tehran are moving toward peace, although we remain doubtful.

Red Sea, Hormuz risks may push Brent to $120: Mohammed Imran, Mirae Asset

For investors and corporates, the prudent strategy is to treat oil not as a one-directional price trade but as a geopolitical volatility asset

Oil markets on edge as geopolitical risks tighten supplies: Mirae Asset

Brent is likely to remain supported while Hormuz traffic remains impaired, Red Sea threats persist, and Russian refining capacity faces recurring attacks

Hormuz blockade risks reignite upward pressure on Crude Oil prices

Crude Oil market has moved beyond a simple war-premium story. It's now balancing three forces at once: geopolitical risk around Hormuz, refinery-led product tightness and softer macro-demand impulse.

Crude oil prices to hover around $70-75/bbl ; US-Iran peace deal in focus

The exit of UAE has certainly loosened the cartels grip over the pricing power and the Cartels kingpin Saudi Arabia, and the UAE, Kuwait, Iraq, and Qatar are fighting an open war to control the market

Crude oil outlook: Price war, global market share in focus

The Middle East is now entering a different kind of conflict-one driven not by military confrontation, but by the battle for market share in global oil markets.

Brent crude oil bias may remain bearish-to-neutral in H2CY2026

Mohammed Imran, research Analyst at Mirae Asset Sharekhan has a bearish-to-neutral view on Brent through H2CY2026, with a base-case range of $68-72/bbl.

Deal done, but don't count on cheap Oil yet; cautions Mirae Asset Sharekhan

Shipping data firm Kpler estimates that daily transits may rise to around 40 vessels within the first month - less than half the pre-war average of 100, says Mohammed Imran, of Mirae Asset Sharekhan.

'Bear beneath the barrel': Mirae Asset sees weak demand limiting oil rally

The path of least resistance for Brent over the next two quarters appears skewed to the downside, with Brent prices likely drifting below $90/bbl

Brent to trade between $88 - $108 amid conflicting market forces: Analyst

For now, the oil market remains at a crossroads-pulled in opposite directions by forces that are both powerful and persistent, with no clear resolution in sight

Brent crude oil to remain range-bound in the $90-$115 range, says analyst

The near-term outlook for Brent crude through Q3 2026 is likely to remain range-bound in the $90-115/bbl band, with risks skewed slightly towards a higher floor price for crude oil