# [24H] Partial Reversal of Risk-On Rally in Oil and Related Assets as Markets Digest Blockade Persistence

*Issued Monday, May 25, 2026 at 5:08 AM UTC — Hamer Intelligence Services Desk*

**Issued**: 2026-05-25T05:08:57.153Z (4h ago)
**Expires**: 2026-05-26T05:08:57.153Z (20h from now)
**Category**: ECONOMIC | **Confidence**: 68% | **Impact**: HIGH
**Risk Direction**: volatile
**Affected Regions**: Global oil market, Gulf region, Major importing states in Asia and Europe
**Affected Assets**: Brent Crude, WTI Crude, LNG shipping indices, Energy equities
**Permalink**: https://hamerintel.com/data/forecasts/10998.md
**Source**: https://hamerintel.com/forecasts

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## Prediction

Within 24 hours, crude benchmarks such as Brent and WTI are likely to rebound modestly from the latest pullback, as Trump’s insistence that the Iran blockade stays tempers optimism about a swift Hormuz reopening. The prior move down in oil was predicated on expectations of a rapid 30-day reopening; public confirmation that there is 'no rush' should reintroduce a risk premium, though not to prior crisis highs given the ongoing talks. LNG shipping rates and Gulf tanker insurance costs are likely to stabilize or edge higher.

## Drivers

- Warnings: Trump confirms no rush on Iran deal and that blockade stays
- Earlier warning of markets pricing in Hormuz reopening and sending oil down
- Fragility of US–Iran framework for mine-clearing and HEU disposal