Browsing Tag
Strait of Hormuz
294 posts
Ludoil to buy ISAB refinery as Italy moves to secure strategic fuel capacity
Europe needs fuel security fast. Ludoil’s ISAB deal shows how Italy is pulling strategic refining capacity back under national control.
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.
BP (LSE: BP.) climbs 1.4% as Uzbekistan upstream entry and analyst upgrades override the ex-dividend mechanical drag
Iran war doubled BP's profit. Castrol is sold. Uzbekistan is in. Citi says $15bn of disposals are coming. Meg O'Neill's reset may finally have a plan.
Why the UAE is fast-tracking ADNOC’s West-East Pipeline through Fujairah
Hormuz risk keeps energy markets alert. ADNOC’s Fujairah pipeline push gives the UAE a stronger export route outside the chokepoint.
Xi warns Trump on Taiwan as US and China push trade deals in Beijing
Trump and Xi are chasing trade stability. Taiwan remains the fault line that could still pull United States China ties into crisis.
Anglo American (LSE: AAL) closes 3.9% higher as copper hits record on China acid ban
Iran war disrupted sulphur. China halted acid exports. Chile's copper output is squeezed. Anglo American shareholders are watching the whole chain unfold.
Aramco Q1 2026 profit jumps 26% to $33.6bn as East-West Pipeline absorbs Hormuz shock
Hormuz was closed for ten weeks. Aramco still beat consensus by $2.4bn, ramped its East-West Pipeline to max, and declared a $21.9bn dividend.
Iran ceasefire on life support as Trump rejects Tehran proposal sent through Pakistan
Iran wants sanctions relief and Hormuz leverage. Trump wants nuclear concessions. The ceasefire is now the conflict’s weakest link.
The big banks bleed: Why the S&P/ASX 200 Financials Index (XFJ) is staring at a fresh three-month low
Banks are repricing faster than retail investors expected. The RBA went hawkish, Westpac's margins slipped, NAB's profit dropped. The 16 June meeting decides the next leg.
BASF (ETR: BAS) heads into a defining 18 months: Ag Solutions IPO, Verbund China ramp, and a dividend under pressure
BASF is running three transitions at once. Agriculture IPO in 2027, Verbund China just opened, Coatings on the block. Retail investors are paying for all three.