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Mohammed Imran is a research analyst with Sharekhan as senior team leader for the past 10-plus years.
Mohammed Imran is a research analyst with Sharekhan as senior team leader for the past 10-plus years.
Mohammed Imran of Mirae Asset Sharekhan expects that Brent and WTI floor prices would remain elevated at pre-war levels
The risk-reward profile has shifted decisively to the downside as de-escalation signals intensify, raising the prospect of a rapid $20-30/bbl correction as the geopolitical risk premium unwinds
A broader escalation-including the potential closure of the Red Sea chokepoint by Yemen's Houthis-would likely push both Brent and WTI to new cycle highs
Mohammed Imran, research analyst at Mirae Asset Sharekhan, maintains the Q2 2026 Brent target of $110/bbl and WTI at $100
The damaged LNG trains represent a structural hole in global supply that no amount of diplomatic goodwill can close before the 2026-27 winter
Three weeks into the most consequential energy shock since the 1973 Arab oil embargo, the full weight of what the Middle East war means for Asia is only beginning to crystallise
Oil prices rose sharply after Iran's Supreme Leader, Ayatollah Mojtaba Khamenei, said that Tehran could leverage the potential closure of the Strait of Hormuz and warned of attacks on Gulf Arab states
Rising oil prices and a stronger dollar are limiting gold's safe-haven appeal as markets reassess Fed rate cut expectations
Silver prices are expected to remain volatile as surging oil lifts the dollar and reduces Fed rate-cut hopes, while Iran war tensions keep markets on edge
Silver price outlook: Silver faces selling pressure amid strong US data, firm dollar and rising yields. The metal may test $77 support if weakness continues, said Mirae Asset Sharekhan analyst
The "war premium" has pushed Brent crude toward the $100 per barrel threshold, reigniting stagflation ary fears that central banks thought they had conquered
In an extreme conflict scenario, Brent could feasibly spike above $100/bbl, as the market accounts for the loss of Iranian supply and the increased costs of rerouting global flows
Crude oil trades near 7-month highs as US-Iran tensions sustain a $5-$6 risk premium. Analyst explains how Strait of Hormuz, Opec+ decisions, and current Brent oil prices shape oil market outlook
Oil prices are at six-month highs as US-Iran tensions escalate. Brent crude is near $72 on fears of supply disruption and risks around the Strait of Hormuz. Analysts see higher oil prices ahead
The US has strengthened its military presence across the Middle East to increase pressure on Iran, while Iran continues to assert its stance on retaining the right to pursue nuclear capabilities
Mirae Asset Sharekhan maintains a constructive short- to medium-term outlook for crude oil, supported by elevated geopolitical risks and Opec+'s decision to hold production at December levels.
Analysts at Mirae Asset Sharekhan expects WTI Crude oil futures to trade within a broader $59-$66 per barrel range in the coming weeks.
The recent surge in oil prices to a 4.25-month high, with Brent briefly touching $70.50, is largely driven by a shift in US policy
Crude oil outlook: Geopolitical tensions have driven crude oil prices to a three-month high, with WTI trading just under $63 and Brent approaching the $67 resistance level
While Brent should retain a geopolitical risk premium, it is similarly forecasted to retreat toward $56-$57/b as supply growth from non-OPEC+ producers outweighs softening demand