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Oil Rally Pauses as Market Weighs Iran Unrest, U.S. Stock Build and Venezuelan Flows

A large private U.S. stock build and resuming Venezuelan exports temper risk premiums from Iran unrest.

Overview

  • Brent hovered near $65 and WTI around $61 after a roughly 9% four‑session surge, with prices easing in early Asian trade.
  • Unrest in Iran kept a geopolitical premium in focus as President Trump urged protesters to continue and said help was on the way.
  • The American Petroleum Institute estimated a 5.23 million‑barrel U.S. crude inventory increase for the week ended Jan. 9, with official EIA data due Wednesday.
  • Venezuela restarted shipments, with two supertankers departing carrying about 1.8 million barrels each in what could be the first cargoes under a 50‑million‑barrel arrangement.
  • Industry reports cited attacks on two tankers near the Caspian Pipeline Consortium terminal, while analysts said fundamentals remain loose and Citi raised its three‑month Brent outlook to $70.