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Stock impact report

Politics, Not Barrels, Are Driving Oil Again [Yahoo! Finance]

Equinor ASA (EQNR) 
Last equinor asa earnings: 2/6 12:43 am Check Earnings Report
Company Research Source: Yahoo! Finance
Could Oil Be Back in Vogue? - 2026 was dubbed the year of oversupply, however January prices were in line with last year's levels (ICE Brent averaged $64.7 per barrel and closed the month at $70.7 per barrel), defying gloomy demand predictions. - Trump's erratic comments on Iran, first promising to act ‘with speed and violence' against Iran and then agreeing to high-level nuclear talks in Istanbul, have brought back oil's lost geopolitical premium. - Open interest held in ICE Brent futures rose to its highest on record January 26, totalling a hefty 2.65 million contracts (it has dropped by more than 200,000 lots since). - Hedge funds' positioning has also turned bullish, with the net length held by money managers in ICE Brent futures and options doubling since the beginning of 2026 to 246,917 contracts, the highest reading since early September 2025. Market Movers - Norway's state oil company Equinor (NYSE:EQNR) has agreed to sell its onshore business in Argentina's Vaca Show less Read more
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