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Brent: Geopolitics support crude and cracks – Societe Generale

FXStreet 07/20/2026 03:54:00 PM 3회
요약

Societe Generale’s Michael Haigh and Jeremy Sellem highlight that Brent has surged as US-Iran tensions, Trump’s rhetoric and Houthi blockade threats lift risk premia. Crack spreads in Asia and US have outperformed as refined products stay tighter than crude.

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