Getting latest on fighting across Middle East, asking about oil price impact
Kelly Evans
Dan Murphy
Security situation in Gulf deteriorated with Iranian drones hitting US embassy, UAE air defense intercepting missiles, Strait of Hormuz de facto closed
Dan Murphy
War risk premiums rising, both Brent and WTI moving up in tandem
Dan Murphy
Operation could last month or more, Wall Street looking at $80 Brent and wondering how soon impacts global economy
Asking about Brent vs WTI prices and natural gas spike
Kelly Evans
Dan Murphy
Risk premium in both Brent and WTI, real risk is oil price shock
Dan Murphy
Gulf sovereign capital (trillions) concerned about impact beyond oil - want safe haven for people and capital, not long-running war