The Weekend Brief: Oil War-Risk Premium and the December Fed Decision
Crude spent the week unwinding a war-risk premium a month of conflict had built, then quietly reasserted it the moment the peace story hit a snag. The result is a December Fed decision that is now partly an energy question, and the arithmetic behind the oil slide is worth walking through slowly.
Key Takeaways WTI crude settled Friday at $90.83, down 12.76% for the week; Brent settled at $98.32, down 16.42%, as Iran-peace hopes drained the conflict premium. U.S. forces carried out fresh limited strikes on Iran on Friday, and Central Command extended the Strait of Hormuz blockade to Iran's overland and Caspian routes, pulling a war-risk bid back into the barrel. Energy still carries roughly a 7…
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