Episode

House View Daily | Oil’s path is not a one-way Strait

Podcast: UBS On-Air: House View
Published: Jun 26, 2026
Duration seconds: 622
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Summary

While oil may stay under pressure in the near term, we expect prices to recover over the coming months, as the normalization of traffic through the Strait of Hormuz and the recovery of shut-in production may prove slower than expected. We continue to see value in broad commodity exposure in a portfolio context.