ResearchGlobal Markets2026-09-01
Geopolitical Risk Premium Rises to $2.38/bbl
Brent-WTI spread widened to $4.38/bbl, highest in three months; USD/CNY rose 0.05%, signaling tightening dollar liquidity and renewed Middle East tensions. Fuel oil futures surged +1.34% and asphalt +4.18%, indicating risk premium transmission to physical markets.