Energy (Oil & Gas, Green & Nuclear) risk outlook

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Every past monthly outlook Fortius Intel has published for the energy (oil & gas, green & nuclear) sector, oldest reports never removed.

July 2026 · Risk score 8/10

The June 17 US-Iran MOU establishing a 60-day ceasefire extension has nominally re-opened the Strait of Hormuz, but Iran's June 20 re-declared closure and ongoing Israeli strikes in Lebanon mean physical transit recovery entering July remains fragile and contested, keeping Brent near $105/b and global inventory draws acute.