Susan Bell

Head of U.S. Analysis, Rystad Energy
· tracked since Apr 2026
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Average Return +12.9% Long Return +12.9% Short Return -
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30d +18.6%
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Long
Apr 15
$125.02
+12.9%
Oil physical market stressed; risks remain.
The physical oil market is extremely stressed due to the Hormuz blockade, with physical premiums far above futures prices, and this stress will not turn around until flows are re-established. The market has not yet priced in potential Iranian retaliation, which could cause prices to spike again.
Energy
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