09:20 AM EDT, 06/13/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
In light of the Israeli attack on Iran's nuclear facilities, we recommend upgrading the investment outlook for the Energy Sector. If the military action expands to include Iran's oil facilities, that could cut 1.5 mmb/d from global spare capacity, which is otherwise only about 5.2 mmb/d, according to the International Energy Agency (IEA). Also, we do not think the market is factoring in a potential escalation by Iran, which could raise and expand the threat to a much greater portion of the oil markets. Tempering this crisis, non-OPEC supply growth looks robust in 2025 (+1.3 mmb/d) and global oil demand growth is likely to be meager by comparison at just 740,000 b/d, according to the IEA.