The Logistical Reality

Naval experts warned on Friday that clearing mines and establishing secure corridors in the Persian Gulf could take weeks of de-escalation effort. This 'logistical delay' is forcing a re-injection of risk premium back into WTI prices.

US Domestic Demand

Preliminary Friday travel data shows US gasoline demand hitting a 2026 peak ahead of the summer season. This strong domestic pull for Permian barrels is providing an independent support pillar for WTI.