Trump Calls Off Latest Threats to Strike Iran

The de-escalation of tensions is expected to stabilize Crude Oil benchmarks (flat) in the short term, preventing a sharp drop. However, this stability is fragile; the key risk remains that initial positive sentiment for Emerging Markets will be highly selective and limited only to commodity exporters.

The de-escalation of geopolitical tensions between the US (via Trump) and Iran reduces immediate risk premiums on oil and gas markets. This primarily affects global energy supply stability and regional investment sentiment, rather than specific commercial mechanisms like input cost or demand spike.