Financial Times

• US Export-Import Bank boosts energy lending during Iran conflict

• Trump’s social media posts have transformed oil trading in Iran war, says Citadel

• Oil market has lost a billion barrels due to Iran war, Vitol boss warns

• Hormuz disruption raises risk of global food shock, traders warn

• A vibe check from commodities pros

Bloomberg

• Oil Prices Don’t Reflect Scale of Supply Hit, Analysts Say

• Gunvor Says Huge Buyout Loan From Ex-CEO No Growth Barrier

• Oil Slips on Signs Iran Will Attend Talks With US in Pakistan

• China Aggressively Sold Oil in Recent Weeks, Mercuria CEO Says

• Vitol Performed Well Despite ‘Triage’ Early in War, CEO Says

• Traders Warn Iran Tolls Risk Setting Global Trade Precedent

Wall Street Journal

• Oil Markets Aren’t Smelling the Coffee, Industry Participants Say

Reuters

• Major commodities traders speak at annual FT Commodities Summit

• Aluminium faces 'black swan' supply shock, Mercuria says

• Copper hits seven-week high after Trump extends Iran ceasefire

• Asian shipowners to cross Hormuz before Western firms, executives say

FT Chinese

• “伊朗战火已造成石油市场损失10亿桶供应”

S&P Global

• Trading houses 'less stressed' by Middle East crisis due to deeper funding access

Argus Media

• Gas markets not fully pricing in supply disruption

• Markets underestimate US-Iran volatility shock: Citadel

Agefi

• Traders anticipate three months before oil flows return

Quantum Commodity Intelligence

• Traders warn fragmentation in oil markets here to stay: FT summit

• Mercuria says China needs to replenish stocks 'within weeks': FT Summit

Upstream Online

• Markets failed to assess scale of Iran conflict's disruption to energy, says Citadel executive

• Traders warn gas prices need to rise further to balance market

Neue Zürcher Zeitung

• Trump is deceiving the markets with his promises: oil should be much more expensive, complain Swiss commodity giants.

Financial Post

• Traders Warn Iran Tolls Risk Setting Global Trade Precedent

GEWINNERmagazin

• Oil traders warn of long-term supply disruptions following the Iran conflict.

Offshore Engineer

• Mercuria warns that aluminium faces a 'black-swan' supply shock

Insurance Journal

• Oil Trader CFOs Say Hormuz Closure Driving Wave of Disputes

Investing.com

• Oil traders warn demand destruction may double as Iran war deepens

Mining.com

• Oil market ‘mispricing’ worst supply shock ever

Mining Weekly

• Aluminium faces 'black swan' supply shock, Mercuria says

• Copper to hit $15 000/t within three years

Mining and Business Magazine

• Conflit au Moyen Orient, aggravation de la pénurie des métaux stratégiques, le prix du soufre au plus haut depuis 2028

European Business Magazine

• How The Iran War Erased a Billion Barrels of Oil

CNBC Indonesia

• Selat Hormuz Tutup, 1 Miliar Barel Minyak Hilang

Press Gazette 

• News diary 20-26 April: US-Iran ceasefire expires, tube strikes, London Marathon

Energy Now

• Oil Prices Don’t Reflect Scale of Supply Hit, Analysts Say

Yahoo Finance UK

• Oil Slips on Signs Iran Will Attend Talks With US in Pakistan