#TrumpGulfIranTalks

Oil now carries a diplomatic option alongside a physical supply risk. Iran says it sent Washington three ceasefire terms via Qatar, while the US has not confirmed progress and European refiners face disrupted October crude supplies. My read: credible talks could compress Brent and WTI risk premiums before flows normalize, but without confirmation the market may keep pressure on bond yields and risk-asset valuations. #IranCeasefireTerms

SAUDI ARAMCO CUTS EUROPEAN OIL ALLOCATIONS Saudi Aramco has reportedly told European customers they will receive no crude allocations next month, extending supply disruptions caused by the attack East-West pipeline The halt has already triggered replacement buying,Saudi is working restore roughly half pipeline’s capacity within days Market angle:October supply concerns are supporting crude,optimism over pipeline repairs limiting gains. Brent traded around $103.53, with WTI near $101.46. $CL

#IranCeasefireTerms Oil's next big move may come from diplomacy, not supply 👀 Iran says it sent three ceasefire terms via Qatar: end the conflict, release frozen funds and lift the maritime blockade. The US has not confirmed progress. What caught my attention is the market has two very different paths ahead. A deal could strip risk premium from oil. Failure could keep crude elevated, feed inflation and pressure yields. The next oil catalyst may be Trump's response, not another tanker.

Growth is not moving rates. Crude is. The 20 day correlation between oil and the 10 year was near zero in August. Today it’s 0.94. If growth were driving yields, equities would not be flat for four months.

SAUDI PIPELINE BUFFERS GLOBAL OIL MARKETS FROM HORMUZ CHOKEPOINTS Saudi Arabia's East-West Pipeline functions as a critical economic safety valve, allowing millions of barrels of crude to bypass the volatile Strait of Hormuz and flow directly to Red Sea export terminals. This strategic corridor ensures continuous international energy supply during regional security crises. However, its vital role also makes the infrastructure a high-stakes target, leaving global energy markets vulnerable to sudden price spikes if operational disruptions occur. Maintaining the security of this trans-peninsular route remains essential for stabilizing worldwide petroleum flows.

SAUDI ARABIA'S EAST-WEST PIPELINE SUPPORTS THE GLOBAL OIL MARKET AMIDST DISRUPTIONS IN THE STRAIT OF HORMUZ.

Saudi Arabia's East-West pipeline has been a lifeline for the global oil market amid the disruption to shipping through the Strait of Hormuz. Here's what to know.

BIG DEVELOPMENT SAUDI ARABIA HAS JUST ANNOUNCED THAT THERE WILL BE NO SHIPMENTS OF OIL TO EUROPE FOR ALL OF OCTOBER 🇸🇦🇪🇺‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️

Market open: Breadth is red, chips are green, Netflix is the day's biggest large-cap loser. Oil reversed higher on Saudi Arabia zeroing October crude to Europe. Follow @tokens for real-time market coverage.

Saudi Arabia is cutting off Europe... while sending more oil to Asia. Aramco has told European refiners they will receive NO Saudi crude next month. At the same time, Aramco plans to move ~60M barrels through Oman in September / October, averaging 1.5M barrels/day, mainly to Asian buyers. Europe imported ~577k barrels/day of Saudi crude as recently as June. The oil is still moving but Europe aint getting any.