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Analyst Warns Oil Prices Could Rise in July if Strait of Hormuz Closes

Fereidun Fesharaki of FGE NexantECA told CNBC that a four-month closure of the Strait of Hormuz would sharply increase oil prices. He said traders are focusing on optimistic signals about a U.S.-Iran deal rather than worst-case supply risks.

OilPrice.com
1 source·May 25, 12:30 PM(4 days ago)·1m read
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Analyst Warns Oil Prices Could Rise in July if Strait of Hormuz Closesbusinessinsider.com
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Fereidun Fesharaki, Chairman Emeritus of energy consultancy FGE NexantECA, said Monday that oil traders should prepare for a possible price spike in July if the Strait of Hormuz remains closed for four months. Fesharaki told CNBC that four months of closure would create a "disaster" and could contribute to a global recession.

-Iran agreement as positive. "Nobody wants to think about the worst-case scenario. So everybody thinks every news is good news," Fesharaki said on the CNBC Access Middle East program.

-Iran deal. He said recent signals from Washington suggesting an imminent agreement do not represent a meaningful shift from conditions several weeks earlier. "They really think this is a change. We are not nearer a peace agreement than we were several weeks ago," Fesharaki said.

Key Facts

Fereidun Fesharaki
Chairman Emeritus of FGE NexantECA
Four-month closure
Strait of Hormuz would be a 'disaster'
July price spike
Possible outcome if strait remains closed

Potential Impact

  1. 01

    Global oil supply would tighten if the Strait of Hormuz stays closed for four months.

  2. 02

    Higher oil prices could increase costs for fuel importers and consumers.

Transparency Panel

Sources cross-referenced1
Confidence score75%
Synthesized bySubstrate AI
Word count129 words
PublishedMay 25, 2026, 12:30 PM
Bias signals removed2 across 1 outlet
Signal Breakdown
Loaded 1Editorializing 1

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