Geopolitics Gives Oil a Late-Year Lift

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Why This Matters

Oil prices have recovered due to geopolitical tensions and shifts in the global LNG market, with Russia increasing its deliveries to China and Australia losing ground.

Market Impact

Market impact analysis based on bullish sentiment with 74% confidence.

Sentiment
Bullish
AI Confidence
74%

Article Context

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Crude futures recovered some lost ground in the days before Christmas. Russia Muscles Into China’s LNG Market as Australia Loses Ground - Russia has become the second-largest LNG supplier to China, doubling its deliveries of super-chilled gas year-over-year in November to 1.6 million metric tonnes, according to Chinese customs data. - China’s weak demand for LNG has been one of the most consistent downtrends this year, with 2025 arrivals totalling only 66 million tonnes, down 16% from a year ago when imports tallied up to 78 million…

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Original article published by OilPrice.com on December 23, 2025.
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