Brent crude is most mispriced benchmark, should trade higher: Energy Aspects' Amrita Sen

Amrita Sen of Energy Aspects warns that benchmark Brent crude is not fully reflecting the "true tightness" in global oil supply following the Iran war, indicating upside risk to prices. Portfolio managers should monitor oil supply flows, inventories and geopolitics for increased volatility and potential price shocks to energy-sensitive positions.

Analysis

Amrita Sen of Energy Aspects warns that benchmark Brent crude is not fully reflecting the "true tightness" in global oil supply following the Iran war, indicating upside risk to prices. Portfolio managers should monitor oil supply flows, inventories and geopolitics for increased volatility and potential price shocks to energy-sensitive positions.