Oil dips on oversupply concerns and Ukraine diplomacy

Tuesday, November 25, 2025 at 09:00 UTC+01:00 (+0100), N/A, N/A

News category : Commodity and Currency Events

On November 25, oil benchmarks eased as market attention shifted to fresh analysis warning of a potential supply surplus in 2026. Traders balanced that outlook against news of diplomatic activity around the Russia-Ukraine conflict, which could change sanction dynamics and supply routing but would likely do so only after prolonged negotiations. The combination of a forward-looking oversupply narrative and uncertain geopolitical outcomes prompted trimming of long positions, softer forward curves and increased headline-driven intraday swings in energy derivatives. Energy equities and oil-linked currencies reacted to the reshaped risk premium, while analysts emphasised the sensitivity of prices to new OPEC+ communications and any concrete shifts in Russian export patterns.

Overall market impact

Mild bearish market impact - strength score : 74/100

Detailed breakdown of market impact over instruments, sectors, and asset classes

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Impacted instruments :

Brent crude futures

WTI crude futures

Energy equities

Oil-exporter FX

Commodity derivatives

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