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64/100 Bearish 05.06.2026 · 18:47 Finrend AI ⏱ 1 dk 👁 4 TR

Fitch: Oil Market Expected to See Supply Surplus in Q4 2026

Fitch Ratings has warned that the global oil market could experience a supply surplus in the fourth quarter of 2026 following the reopening of the Strait of Hormuz. The credit rating agency stated that this development could affect market balance. Fitch announced that it expects Brent crude oil to average $87 per barrel in 2026. This forecast indicates that prices could remain under pressure if current geopolitical risks diminish and supply exceeds demand. The agency emphasized that the reopening of the Strait of Hormuz could increase global supply, particularly by facilitating oil shipments from the Middle East. However, it noted that this could lead to a supply surplus during a period of slowing demand. Fitch's assessment highlights a potential supply-demand imbalance in the oil market that could persist until 2026. It suggests that investors should closely monitor geopolitical developments and global economic growth data. This is not investment advice.

📊 BRENT — Piyasa Yorumu

▼ down · 70%

Fitch's expectation of a supply surplus in the last quarter of 2026 could exert pressure on oil prices. Technical indicators also support this view; although the RSI is at 27.6, indicating oversold conditions, the MACD is below the signal line and in negative territory. The price is trading below both the 20-day and 50-day moving averages. In the short term, the downtrend is likely to continue, but some buying on dips may occur due to oversold conditions.

RSI 14
27.6
MACD
-0.66
24h Δ
-2.23%

📊 XOM — Piyasa Yorumu

▼ down · 65%

Fitch's expectation of an oil market surplus in the last quarter of 2026 could weigh on energy sector stocks. XOM is currently trading above its 50-day moving average (149.75) but below its 20-day moving average (152.30), indicating short-term weakness. Although the RSI is neutral at 46, the MACD remains below the signal line, suggesting weak momentum. Despite a slight uptick in the last 24 hours, the oversupply news and weak technical indicators point to potential selling pressure in the coming days.

RSI 14
46.0
MACD
0.02
24h Δ
0.13%

📊 CVX — Piyasa Yorumu

▼ down · 60%

Fitch's expectation of an oil market surplus in the final quarter of 2026 creates a short-term negative signal for energy stocks such as CVX. Technical indicators support this view: the RSI at 47 is near the lower end of the neutral zone, and the MACD remains below its signal line. The price is trading below the 20-day moving average (189.16), indicating short-term weakness. However, since the 50-day moving average (186.47) is still below the price, the downside may be limited. The slight decline of -0.11% over the past 24 hours confirms negative momentum.

RSI 14
47.4
MACD
0.12
24h Δ
-0.11%

📊 BP — Piyasa Yorumu

▼ down · 65%

Fitch's expectation of an oil market surplus in the last quarter of 2026 could create short-term pressure on BP shares. Technically, the RSI is in a weak zone at 44, and the price is trading below the 20-day moving average. The MACD remains below the signal line, indicating negative momentum. However, since the price is above the 50-day moving average, the downside may be limited. Short-term selling pressure could persist, but as the stock has not entered oversold territory, a sharp acceleration in the decline is not expected.

RSI 14
43.8
MACD
0.07
24h Δ
-0.36%
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