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Oil Sinks More Than 4% on U.S.–Iran Overture as OPEC+ Keeps Output Unchanged

Signals of U.S.–Iran talks erased a recent geopolitical premium in crude.

Overview

  • Brent fell to about $66.10 and WTI to $60.92 on Monday, then steadied early Tuesday near $66.36 and $62.24 respectively.
  • President Trump said Tehran was “seriously talking” with Washington, and Iran’s Ali Larijani said arrangements for negotiations were under way.
  • Officials from both sides told Reuters nuclear talks are expected to resume Friday in Turkey, while a firm dollar limited any rebound.
  • OPEC+ left March production targets unchanged and offered no forward guidance, reinforcing a wait-and-see stance.
  • Energy shares weakened, with Shell and BP declining as analysts warned lower prices could force a slower pace of share buybacks.