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Oil majors including Chevron warn of a looming global fuel crunch as supply constraints clash with robust demand. While tighter markets boost refining margins and cash flows for integrated producers …
August CPI climbed 0.4% monthly and 3.4% annually, driven by surging energy costs and Middle East tensions. Core CPI exceeded estimates at 0.3%, cementing expectations for a Federal Reserve interest …
OPEC trimmed its 2026 global oil demand growth forecast for the fifth straight month to 380,000 bpd while raising its 2027 outlook. The downgrade comes amid severe supply constraints, with Saudi crud…
Market strategists warn that rising oil prices and persistent inflation represent the greatest risks to the economy. If crude sustains above $100 or hits $120, reduced consumer spending could trigger…
Treasury Secretary Scott Bessent predicted crude prices could drop to $40 per barrel once the Iran conflict resolves, expecting supply surges to cool inflation and Treasury yields. Meanwhile, elevate…
Evercore ISI analysis suggests Chinese oil imports act as a major shock absorber capping global crude price spikes. Higher import flows into storage help moderate supply tightness, putting a downward…
Julius Baer forecasts oil prices falling to the $70s this year and $60s next year. Despite ongoing Middle East geopolitical tensions supporting a risk premium, physical oil supplies remain resilient,…
Brennan Asset Management highlights market optimism following potential Iran truce negotiations that lowered oil prices. Despite high S&P 500 valuations and persistent telecom headwinds, investor att…
Crude oil futures are expected to remain range-bound. Easing Middle East tensions and progress in negotiations between Iran and Oman reduce supply disruption risks, leading to a sideways market trend.
Firm crude oil and European gas prices continue to support international E&P producers' cash flows amid geopolitical tensions and supply constraints, despite headwinds from inflation, rising drilling…
Incline Investment Management highlights gold and alternative assets as viable non-correlated safe havens amid bond market volatility. While crude oil remains choppy without a clear long-term trend, …
Oil prices rose for a fifth consecutive session on U.S. plans for unprecedented economic isolation of Iran. Despite alternative shipping routes easing disruption fears, heightened geopolitical tensio…
Middle East tensions, including US threats to block Iran's maritime trade, are pushing oil prices higher, with WTI trading above $80/barrel. EIA projects continued elevated pricing, benefiting oilfie…
Argus raised Chevron's price target to $211, reflecting bullish sentiment on the integrated oil major. This signals broader confidence in the energy sector, including peers like ExxonMobil and crude …
Murphy USA (MUSA) reports resilient fuel margins (~$0.35/gal) amid tight global supply from geopolitical disruptions, expects volume decline but strong loyalty growth, new stores, and stabilizing Qui…
ConocoPhillips beat Q2 earnings estimates with $3.24 EPS on higher realized oil prices and record Permian output, though total production declined due to Middle East disruptions. Guidance unchanged; …
China's rapid EV adoption is structurally displacing over 1.35 million bpd of oil demand, softening its vulnerability to the Hormuz Strait crisis. This demand destruction trend signals long-term down…
Reports suggest a potential Iran deal despite mixed signals, easing geopolitical tensions. Oil prices fell Tuesday as markets priced in reduced supply risk, alongside concerns about U.S. munitions st…
Hotchkis & Wiley's Q2 2026 letter highlights APA Corp, noting strong free cash flow despite oil price declines tied to easing Iran conflict tensions, with APA trading at a valuation discount to peers.