智通财经网·2026-01-29 15:16Core Viewpoint - Oil stocks experienced a significant rally, driven by rising tensions between the U.S. and Iran, which have led to a surge in Brent crude oil prices above $70 per barrel [1] Group 1: Oil Stocks Performance - Occidental Petroleum (OXY.US) rose over 4% - ConocoPhillips (COP.US) increased by more than 3% - ExxonMobil (XOM.US) and Chevron (CVX.US) both saw gains exceeding 2% [1] Group 2: Market Dynamics - Brent crude oil futures surged more than 4% in a single day, breaking the $70 mark - The market is concerned that escalating tensions between the U.S. and Iran are a primary driver of rising oil prices [1] Group 3: Geopolitical Factors - President Trump is intensifying pressure on Iran to halt its nuclear program, threatening military action and deploying naval forces to the region - Reports indicate that Trump is considering options for precise strikes against Iranian security forces and leaders to incite protests and potentially overthrow the current regime [1] Group 4: Potential Risks - Analysts warn that if Iran retaliates, such as by closing the Strait of Hormuz, it could have catastrophic effects on the transportation of over 20 million barrels of oil per day [1]