Robin Brooks says Brent up 90% in 2026 while Persian Gulf oil flows return to pre-war levels, flagging risk premium

Robin Brooks says the front-month Brent future is up 90% from the start of 2026, yet oil flows out of the Persian Gulf are back to pre-war levels, a decoupling not seen since the war began. He says a huge risk premium is priced in.

Detected & updated continuously · Source: Nebula