Brent’s expiring December contract settled at $117.64 on Oct. 30, up 2.4%, whi… · @Unclestocknotes · TwKit

@Unclestocknotes

Brent’s expiring December contract settled at $117.64 on Oct. 30, up 2.4%, while WTI gained 2.1% to $104.12—their highest settlements since late April. October gains reached 13.6% and 15.2%, respectively, marking a fourth consecutive monthly advance. Watch the Brent contract rollover when comparing subsequent prices; differences between contracts can distort apparent daily moves. Supply risks remain elevated. UKMTO reported that a tanker in Hormuz was damaged by explosives attached from a small boat. Iran’s IRGC separately claimed another tanker struck a mine. The Houthis also claimed attacks on Saudi facilities including Ras Tanura, Rabigh and Abqaiq, with damage still requiring confirmation. US staff departures from Riyadh and fears of escalation after the Nov. 3 midterms keep Qatari mediation central to the outlook. Crude already reflects substantial escalation risk. Actual exports, vessel movements and verified infrastructure damage deserve the most weight now. Watch US actions around Nov. 3, Qatari negotiations, UKMTO reports and EIA inventories. A diplomatic breakthrough could unwind the premium quickly; damaged export infrastructure would create a harder supply problem. Energy positioning needs room for both outcomes.

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