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Brent crude surged to $107 after US strikes halted Iranian oil exports, driving hot PPI and CPI prints. Elevated inflation pushed 10-year Treasury yields to 4.95% and Fed rate hike odds to 83%, promp…
Crude oil hovers near $100 as US-Iran conflict disrupts Strait of Hormuz flows, cutting transit drastically. Matrix Energy's Daniel Dicker urges investors to remain long on crude and energy stocks, c…
Brent crude broke above $100 per barrel as intensifying U.S.-Iran military clashes disrupted Strait of Hormuz tanker flows, reducing daily regional shipments below 2 million barrels. Rapidly depletin…
Brent crude climbed past $100 and WTI gained over 3% amid escalating US-Iran tanker attacks near the Strait of Hormuz. Simultaneously, mounting US-Canada trade tensions and fresh import bans pressure…
An ongoing oil supply shock is driving relative strength in energy stocks and shipping names. Key oil and AI-related companies are showing strong relative performance and trading near technical buy p…
Historic geopolitical disruptions in the Middle East have caused an unprecedented spike in global crude oil and refined product prices, invalidating previous bullish forecasts and severely impacting …
Saudi Aramco posts $33.4B Q2 profit amid Hormuz closure, war-risk insurance spikes, and refinery grade mismatches driving Brent above $120. Supply bottlenecks and geopolitical conflict sharply tighte…
US-Iran conflict continues disrupting Strait of Hormuz shipments, cutting oil flow to 4.9M bpd from 21.6M pre-war. EIA raised 2026-27 fuel price forecasts, signaling prolonged supply risk and inflati…
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…
U.S. record oil and LNG output has cushioned global markets from Strait of Hormuz disruptions, but domestic inventories have fallen below five-year averages, tightening supply and pushing gasoline/di…
Prolonged Strait of Hormuz closure from Iran conflict causes severe global jet fuel shortages, hitting European airlines hardest. Jet fuel prices remain volatile, squeezing airline margins and threat…
China's strategic reserves and reduced oil imports have cushioned global markets during the Iran war-driven Strait of Hormuz closure, but analysts warn a prolonged disruption beyond two months could …
Saudi Aramco's Q2 net income surged 33% to $33.4B as Iran war and Strait of Hormuz disruption spiked oil prices near $108/barrel, despite lower output, signaling sustained bullish pressure on crude.
Saudi Aramco's Q2 profit jumped 33% to $33.4B as Iran war drove oil above $108/barrel despite lower output, with Strait of Hormuz disruptions fueling a historic supply shock and prolonged market norm…
Diamondback Energy's blowout earnings and CEO commentary suggest the Iran conflict structurally raised oil's price floor by draining global inventories, supporting elevated crude prices and complicat…
A 'three-headed monster' of inflation, driven by energy supply shocks from the Iran conflict, broad economic contagion, and new tariffs, is forcing the Fed to consider aggressive rate hikes. This env…
Crude oil and gasoline prices surged as Middle East hostilities escalate, with Iran targeting a US base and Strait of Hormuz tensions rising. Falling US crude inventories and Russian refinery damage …
ExxonMobil and Chevron set to report blowout Q2 profits amid oil supply shock from Strait of Hormuz closure, despite political pressure over high gasoline prices ahead of US midterms.
Fed expected to hold rates today despite rising Trumpflation and oil supply shocks from Iran's Strait of Hormuz closure. Lack of forward guidance under Chair Warsh raises uncertainty, with a Septembe…
Oil prices stayed low despite Middle East supply disruptions as China halted crude purchases, offsetting an 11.1M barrel/day supply loss. Analysts warn demand could rebound sharply if China resumes b…