UBS cut its oil price forecasts for 2026 and 2025, citing improving supply as Strait of Hormuz transits recover to ~50% of pre-conflict levels and Iranian crude exports regain momentum. The update also references easing U.S. blockade effects. Net effect is a modestly more bearish near-term oil price outlook, though it’s forecast-level rather than a market-wide shock.
UBS cut its oil price forecasts for 2026 and 2025, citing improving supply as Strait of Hormuz transits recover to ~50% of pre-conflict levels and Iranian crude exports regain momentum. The update also references easing U.S. blockade effects. Net effect is a modestly more bearish near-term oil price outlook, though it’s forecast-level rather than a market-wide shock.
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