How the Iran Deal Reshapes Oil Markets and Petrostates

In this episode, Lucas and Luna break down the implications of the U.S.-Iran peace deal announced June 15, 2026, focusing on how it reshapes global oil markets and the fortunes of petrostates. With crude oil down 10% in five days and Brent at $83.91, they examine what sanctions relief and Hormuz reopening mean for producers like Saudi Arabia, Russia, and Venezuela. Lucas argues that the deal accelerates a power shift from OPEC+ to consumers, citing the trade-weighted dollar index at 120.1 and Japan's Nikkei surging 5%. Luna challenges whether petrostates can adapt to a low-price regime, noting that even ExxonMobil dropped 3.1% this week. Specific data points anchor the conversation as they explore who wins and loses when geopolitical risk deflates. #IranDeal #OilPrices #Petrostates #Geopolitics #OPEC #CrudeOil #SanctionsRelief #Hormuz #USIranPeace #DollarStrength #JapanNikkei #EnergyMarkets #ExxonMobil #SaudiArabia #RussiaOil #Venezuela #Economics #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo