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Oil price on track for longest losing streak in more than 12 months

Brent crude fell below $99 a barrel in Asian trading as talks over the Middle East conflict continued. The move puts oil on course for its longest losing streak in more than 12 months, even as geopolitical negotiations develop.

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The storyAI-written · 1 min read

Brent crude traded below $99 a barrel in Asian hours on September 23, while talks concerning the Middle East conflict continued. The decline leaves the benchmark on track for its longest run of daily losses in more than 12 months.

The immediate backdrop is diplomatic activity around the conflict, which is shaping expectations for disruption and supply flows. The market is weighing those talks against the risk that the conflict continues to affect energy infrastructure and transport.

The direct mechanism runs through crude pricing rather than a single company: a reduction in perceived supply disruption can lower the geopolitical premium in Brent, while renewed escalation could restore it. Refiners, producers, shippers and energy-importing economies would each be affected through changes in crude costs and freight conditions.

The extent and duration of the talks remain uncertain, as does whether they will alter physical supply. The next read will come from subsequent oil-price moves and developments in the Middle East negotiations.

The read · Sep 23

Brent crude fell below $99 a barrel in Asian trading as talks over the Middle East conflict continued.

The market is repricing the immediate supply-disruption premium as diplomatic talks progress, but the move remains dependent on whether negotiations change physical flows or merely reduce short-term tension. With no single listed company at the center of the report, the relevant setup is the balance between continued de-escalation and renewed disruption.

What could change this view

Renewed conflict or disruption to Middle East production and transport could reverse the decline in crude prices.

CoverageSource: Financial Times · Published here WED, SEP 23 · 1:35 AM ET · 3 reports · 3 publishers in this record · latest listed: ZeroHedge · WED, SEP 23 · 8:13 AM ETHow this is decided →

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▲ The case it holds

A sustained diplomatic breakthrough could keep Brent below $99 and extend the unusually long losing streak.

▼ The case it breaks

The bearish setup is vulnerable to renewed escalation because Middle East supply and transport risks remain unresolved.

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