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Oil falls as Lebanon and Israel agree to implement ceasefire

Published by Global Banking & Finance Review

Posted on June 4, 2026

2 min read

· Last updated: June 4, 2026

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Oil Prices Slip Amid Israel-Lebanon Ceasefire, Iran Talks & Stockpile Declines

Market Movements and Geopolitical Developments Impacting Oil Prices

By Sam Li and Lewis Jackson

Ceasefire Agreement and Middle East Tensions

BEIJING, June 4 (Reuters) - Oil prices eased on Thursday as Israel and Lebanon's ceasefire agreement boosted hopes for a broader deal to end the U.S.-Israeli war with Iran, while the U.S. House approved a resolution seeking to curb President Donald Trump's war powers.

Oil Price Performance

Brent futures were down 67 cents, or 0.69%, at $97.14 a barrel by 0015 GMT, while U.S. West Texas Intermediate CLc1 crude fell 62 cents, or 0.65%, to $95.4.

Both benchmarks rose about 2% on Wednesday, extending the previous session's gains, after renewed Middle East hostilities including Iranian attacks on Kuwait and U.S. military strikes near the Strait of Hormuz.

U.S. Political Actions and Iran Negotiations

U.S. House Resolution

In the U.S., the Republican-led House approved a resolution on Wednesday to block Trump from continuing the war against Iran. To take effect, the resolution would need Senate approval and two-thirds majorities in both chambers to override an almost certain Trump veto.

Progress in Iran Talks

Trump suggested on Wednesday that there could be progress in negotiations with Iran as soon as this weekend.

Iranian Foreign Minister Abbas Araqchi on Wednesday said Tehran's contacts with Washington have not been cut off, but no progress has been made in the negotiations, adding both sides were studying the texts that were exchanged.

Oil Supply and Inventory Data

U.S. Crude Stockpiles

Meanwhile, U.S. crude stockpiles fell by 8 million barrels to 433.7 million barrels in the week ended May 29, the Energy Information Administration said on Wednesday. That compares with analysts' expectations in a Reuters poll for a 4-million-barrel draw.

Market Outlook

Haitong Futures said in a note that oil prices are likely to move toward the upper end of their range due to a persistent supply-demand imbalance as global crude inventories fall rapidly.

(Reporting by Sam Li and Lewis Jackson; Editing by Cynthia Osterman)

Key Takeaways

  • Israel and Lebanon agreed to a full ceasefire, conditional on Hezbollah halting its attacks and withdrawing south of the Litani River, easing Middle East tensions and lowering oil risk premiums (axios.com)
  • The U.S. House approved a resolution curbing President Trump’s Iran war powers—a symbolic rebuke that could shift political dynamics around ongoing Middle East hostilities (apnews.com)
  • U.S. crude stocks fell by 8 million barrels to 433.7 million in the week ended May 29, exceeding forecasts and keeping markets alert to persistent supply‑demand imbalance (in.investing.com)

References

Frequently Asked Questions

Why did oil prices fall on June 4?
Oil prices eased following a ceasefire agreement between Israel and Lebanon, which boosted hopes for a broader Middle East peace deal.
What impact did US House actions have on oil markets?
The US House approved a resolution to curb President Trump's war powers, influencing market sentiment towards reduced conflict.
How did US crude stockpiles change recently?
US crude stockpiles fell by 8 million barrels to 433.7 million, exceeding analyst expectations.
What are analysts predicting for oil prices?
Analysts at Haitong Futures expect oil prices to move higher due to a persistent supply-demand imbalance and rapidly falling inventories.
Are negotiations ongoing between the US and Iran?
Yes, contacts continue, but no progress has been made so far, according to Iranian officials.

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