JPM · News · 20260930N

Geopolitical Market Volatility

JPMORGAN CHASE & CO · 2026-09-30 · Importance 17 · Surprise 24

JPMorgan analysts reported that Middle East crude-oil flows had recovered to 98% of pre-war levels by September 30, 2026. The recovery was described as uneven despite continuing shipping risks. The development indicates that regional energy-market disruption has eased materially, although geopolitical and transportation risks remain relevant to market conditions.

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