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When Geopolitics Enters the Price of Oil

The rejection of a proposed US-Iran agreement shows how a diplomatic decision can move markets, pressure inflation and reshape expectations for interest rates

Published on September 29, 2026


When Geopolitics Enters the Price of Oil

Oil has once again reminded financial markets why it remains one of the commodities most sensitive to geopolitics. When a crisis threatens the flow of energy in the Middle East, the impact does not remain limited to oil producers and fuel consumers. It can reach inflation, government bonds, stock markets, interest rates and investment decisions across different parts of the world.

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Filed under: business & finance | DonateToRead