Browsing Tag
OPEC
8 posts
Brent crude retreats as ceasefire speculation challenges the Middle East war premium
Oil prices are easing on ceasefire hopes, but Hormuz risks remain. Read why crude markets may not be out of danger yet.
Shell (LSE: SHEL) gains 0.27% as billion-barrel oil deficit thesis holds firm into AGM next Tuesday
Sawan says the oil deficit is deepening every day. ARC just added 370,000 boe/d. The May 19 AGM is where Shell's capital return discipline meets war-time arithmetic.
Hostilities have terminated: Donald Trump tells Congress Iran war ended on April 7 ceasefire as War Powers Resolution deadline passes
Donald Trump says Iran hostilities have terminated. The naval blockade continues, fifty thousand troops remain, and the Constitution still asks who authorises this war.
ConocoPhillips Q1 2026 results: COP beats consensus on EPS but trims production guidance as Qatar war exposure forces an outlook reset
ConocoPhillips beat Q1 estimates, then pulled Qatar from guidance. The Iran war just moved from sentiment to balance sheet for COP shareholders.
Brent crude above $114 as Trump prepares for months-long Hormuz blockade
Trump signals a months-long Hormuz blockade while rejecting Iran's ceasefire offer. Brent above $114. The UAE has left OPEC. The supply crisis has no visible exit.
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.
ACWA Power signs deals worth $746m for energy and water projects
ACWA Power, a global leader in water desalination and a pioneer in the energy transition, including green hydrogen,…
OPEC meeting April 2020 : Countries to cut crude oil production amid COVID-19 crisis
OPEC meeting April 2020 : OPEC and other oil producing nations have reached a consensus on cutting production…