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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.
Why Trump’s rejection of Iran’s peace response puts the Strait of Hormuz back at risk
Hormuz talks are stuck. Trump’s rejection of Iran’s reply keeps Gulf shipping, energy prices and diplomacy under pressure.
U.S. gasoline prices near crisis levels as Strait of Hormuz disruption hits drivers
Iran is far away, but U.S. drivers are paying daily. Gas prices show how a Gulf war can become a household budget shock.
Can Titan Company (NSE: TITAN) justify its post-Q4 rally?
TITAN has growth, brands and gold demand on its side. The harder question is whether FY27 earnings can justify a stock near record highs.
Strait of Hormuz update: Donald Trump halts Project Freedom as Iran agreement moves closer
Donald Trump paused Project Freedom one day after launching it. The blockade stays, oil sits above $112, and the Iran agreement now hinges on Beijing.
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.
Operation Epic Fury: Pentagon admits $25bn war cost as casualties and base damage mount
The Pentagon says the Iran war has cost $25 billion. Lawmakers and analysts say the real bill, including base damage, may be closer to $50 billion.
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.
Halliburton (NYSE: HAL) beats Q1 2026 earnings estimates by 10% as Latin America surge offsets Middle East conflict drag
Halliburton (NYSE: HAL) beat Q1 2026 EPS estimates by 10%, posting $461M net income. Latin America up 22%, Middle East down 13%. Read the full analysis.