.webp)
Iran’s renewed threat to the Strait of Hormuz leaves Trump facing a stark choice as oil reserves shrink, fuel prices rise, and the conflict escalates.
Oil prices climb as cracks in the U.S.-Iran cease-fire, renewed Hormuz tensions, and potential strikes revive volatility in global energy markets.
Voting machine vs. weighing machine. The voting machine is winning.
The global oil market has avoided the catastrophic supply crunch many feared when the Iran war broke out, but it’s far from balanced.
Fitch Ratings upgraded its oil and gas sector outlook to “improving” from “neutral,” and Moody’s maintained its positive outlook.
Oil markets remain highly volatile as the Iran War enters its fourth month. Energy expert Dan Pickering discusses the structural shifts triggered by the Strait of Hormuz closure and how investors can navigate a market increasingly disconnected from facts on the front lines.
Oil and gas production won’t rebound quickly even if the Iran war ends soon. Why Devon Energy, Baker Hughes, and other stocks can weather the storm.
The U.S. and Iran are each trying to trigger economic damage to make the other side relent. The standoff risks worsening the damage across the global economy.
Europe faces widening fuel shortages as Middle East conflict strains global energy supplies, with jet fuel shortfalls expected to hit California and the West Coast.
Global oil supply recovery may take months, with shifting price dynamics, strong Asian demand, and cautious US producers.
Dan Pickering from Pickering Energy Partners says the oil market remains highly headline-driven and that the equity markets may be too complacent about the timeline for oil supply to normalize. U.S. oil producers, he adds, are staying disciplined, focusing on weak forward prices rather than short-term volatility or policy signals.