15/04/2026 – The United States and Iran open a second negotiating table by the end of the week, with oil and gas prices falling. Read more news

GAS & POWER: Gas markets have once again come to believe in the possibility of peace in the short term, after new confirmation arrived yesterday afternoon of a possible second negotiating table between the United States and Iran by the end of the week. Nothing, however, moved on the Straits shipping front, with the White House confirming compliance with the naval blockade of Iranian ports in the first twenty-four hours – with the backtracking recorded by the Chinese tanker Rich Starry.

EQUITY: The naval blockade in the Strait of Hormuz confirms itself as a flashpoint for the near future of the global economy. Following concerns raised in recent hours by the IEA, the International Monetary Fund in its latest World Economic Outlook further cut global growth estimates for 2026 to 3.1%, with the risk of recession in the event of a prolonged conflict in the Middle East. Compared to the January forecast global inflation revised upwards to 4.4%, while growth for the Euro area was cut to +1.1% from +1.4%.