Hurricane Season Plus OPEC+ Stalemate Lifts Brent to $90: Thai Refining Margins Expand and Oil-Linked Investment Logic
In early August 2026, catalyzed by an early active Atlantic hurricane season and an OPEC+ production stalemate, Brent crude futures strongly broke the $90 mark. Thailand's domestic power oil and gas market faces imported cost pressure, but upstream energy giants like PTT and PTTEP are seeing a valuation reassessment. This article deeply analyzes the supply and demand logic behind the oil price surge and interprets the linked investment strategy for the Thai stock energy sector.
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