Ing Groep's csi commodity equity index strategy chief Warren Patterson said that if Israel attacks Iran's upstream and midstream assets, the oil market could lose 1.7 million barrels of supply per day. Patterson stated that such an attack would impact Iran's crude oil export capacity, potentially pushing the global market back into a significant deficit before 2025, even as OPEC+ gradually cancels 2.2 million barrels per day of voluntary production cuts as planned. According to Ing Groep's estimates, in this scenario, the average price of Brent crude oil next year will be slightly above $90 per barrel.