Browsing Tag
Brent
15 posts
Oil surges back toward $100 as the US-Iran ceasefire fractures and the peace trade unwinds
Oil surged back toward $98 Brent as the US-Iran ceasefire fractured and both sides traded strikes. The peace trade that took crude to a six-week low has reversed.
Oil slides to a six-week low as traders bet a US-Iran framework will reopen the Strait of Hormuz
Oil fell to a six-week low as the US and Iran near a framework to reopen the Strait of Hormuz. Brent heads for its worst month since 2020, but no deal is signed yet.
Should retail investors buy ING Groep (INGA) at €26 ahead of Q2 2026 results?
ING beat Q1 estimates and launched a €1bn buyback. But a €94m Iran war credit overlay is the line analysts are not pricing.
Shell (SHEL) delivers $6.9bn Q1 profit as Iran war volatility powers trading engine, ARC Resources deal reshapes strategy
Shell plc's Q1 profit doubled to $6.9 billion as Iran war volatility powered trading desks. The harder question is what happens when peace breaks out.
Equinor (OSE: EQNR) bets NOK 17bn that Norwegian wells can hold the line on European energy security
Norway has no spare capacity left. Equinor's NOK 17 billion bet on Baker Hughes, Halliburton, and SLB is what Europe's energy security now depends on.
European oil majors abandon unified energy transition framework as TotalEnergies, Shell, BP, Eni and Equinor pursue different paths
TotalEnergies hikes dividends. Shell buys back stock. BP retreats from transition. Eni engineers sell-downs. Equinor exits wind. Same oil price, five answers.
TotalEnergies Q1 2026 earnings beat: Adjusted net income jumps 29% to $5.4bn as Patrick Pouyanne lifts dividend 5.9% despite Middle East shutdowns
TotalEnergies posted $5.4B adjusted net income but lost 15% of production to Middle East shutdowns. Pouyanne's dividend hike answers a different question entirely.
UAE quits OPEC after nearly six decades, dealing structural blow to oil cartel as Iran war reshapes Gulf energy landscape
The UAE is leaving OPEC during the worst Gulf energy crisis in decades. The real question is whether Saudi Arabia can hold the cartel together without it.
BP Q1 2026 profit doubles to $3.8bn as oil trading delivers exceptional quarter
BP doubled Q1 profit on an exceptional oil trading quarter. The harder question is whether new CEO Meg O'Neill can convert that windfall into durable returns.
Strait of Hormuz standoff lifts Brent past $107 as Federal Reserve, ECB, BOJ decisions loom
Iran talks stalled. Hormuz still closed. Five central banks meet this week. Brent at $107.97 is no longer a tactical move, it is a macro regime question.