Energy markets offer ‘relatively small reaction’ to Iran war, but prices could spike if oil and gas aren’t flowing by the end of the week

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The fundamental group of \(X\) at \(x_0\) is \[\pi_1(X, x_0) \;:=\; \bigl\{[\gamma] \mid \gamma \text{ is a loop based at } x_0\bigr\}\] equipped with the group operation of concatenation: \[[\gamma] \cdot [\delta] := [\gamma * \delta], \qquad (\gamma * \delta)(s) := \begin{cases} \gamma(2s) & s \in [0,\tfrac{1}{2}] \\ \delta(2s-1) & s \in [\tfrac{1}{2},1] \end{cases}\] The identity element is the class of the constant loop \([c_{x_0}]\), and the inverse of \([\gamma]\) is \([\bar\gamma]\) where \(\bar\gamma(s) := \gamma(1-s)\).

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But uncertainty remains high. This could prove to be highly profitable for both Shell and BP’s trading arms with Shell’s optimisation capabilities in LNG transit likely to be in particularly strong demand. Shell’s balance sheet strength also leaves it better placed to deal with any prolonged volatility and while BP’s buybacks remain on pause, we’re expecting Shell’s generous payouts are likely to continue this year.