US-Russia tensions spark oil price surge predictions: Experts foresee $80/barrel by 2025.

Crude oil prices are expected to rise to $80 per barrel amid US-Russia tensions, according to oil market experts. The tensions threaten to disrupt the global oil supply chain, with NS Ramaswamy predicting a short-term target of $76 and a year-end target of $80-82 for Brent Oil. WTI Crude Oil is expected to reach $73 in the short term and $76-79 by the end of 2025. A supply shock could result from reduced spare production capacity, leading to higher oil prices through 2026.

Title: Brent and WTI Crude Prices Set to Rise Amid US-Russia Tensions

Crude oil prices are poised to rise significantly in the coming months, with Brent crude potentially touching $80 per barrel, according to oil market experts. The escalating tensions between the United States and Russia have sparked fears of supply disruptions, driving up prices. NS Ramaswamy, Head of Commodities & CRM at Ventura Securities, predicts a short-term target of $76 for Brent Oil, with a year-end target of $80-82 [1]. Similarly, WTI Crude Oil is expected to reach $73 in the short term and $76-79 by the end of 2025 [2].

The primary driver behind this expected price increase is the geopolitical risk posed by potential sanctions and tariffs on countries trading with Russia. US President Donald Trump has given Russia a deadline of 10-12 days to end the war in Ukraine or face additional sanctions and secondary tariffs of 100% on countries continuing to trade with Russia [1]. This move could lead to a significant disruption in the global oil supply chain, as countries reliant on Russian oil face a difficult trade-off between sourcing cheaper barrels and risking steep tariffs on exports to the US.

Energy expert Narendra Taneja warns that if Russia's oil exports are squeezed out of global markets, crude oil prices could rise to $100-120 per barrel or more [1]. The potential supply shock could tighten supplies and push prices significantly higher through 2026. Despite India's assurances that it will not halt Russian crude imports, the country's reliance on discounted Russian oil could be impacted by the new sanctions and tariffs [1].

OPEC+ is set to raise oil production further on Sunday, with Goldman Sachs expecting an increase of 0.55 million barrels per day in September [3]. This move is aimed at countering the potential supply disruptions from Russia and a seasonal slowdown in demand. However, the market remains volatile, with geopolitical tensions and fluctuating inventory levels adding to the uncertainty.

In conclusion, the current geopolitical climate is likely to drive crude oil prices higher in the near term. While OPEC+ is working to mitigate the potential supply shock, the market remains fragile and susceptible to further price fluctuations.

References:
[1] https://www.outlookbusiness.com/markets/trumps-sanction-warning-to-russia-fuels-oil-price-fears-brent-may-hit-80
[2] https://economictimes.indiatimes.com/industry/energy/oil-gas/us-russia-india-tensions-could-spark-crude-oil-prices-to-touch-80-per-barrel/articleshow/123056430.cms
[3] https://www.tradingview.com/news/reuters.com,2025:newsml_L1N3TT0IT:0-opec-expected-to-raise-oil-production-further-on-sunday-sources-say/