Helios Capital’s Samir Arora says oil could fall to 65–80 as US–Iran framework talks ease supply risks

Helios Capital founder Samir Arora said the United States and Iran appear close to a framework agreement that could ease West Asia’s geopolitical tensions and reduce oil supply risks. He said oil could move down from the 80–90 range to 65–80. Arora pointed to ample floating storage, greater willingness among producers to raise output, and the possibility of Iranian crude returning to markets if sanctions-related restrictions are relaxed.