Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

The one that I thought would be easiest would be because of my relationship with President Putin, but uh he's let me down. He's really let me down was going to be Russia and Ukraine, but we'll see how that turns out. Mr.. President, you say that uh President Putin has let you down. Uh have negotiations run out of road and what are your next steps to compel uh an end to this war. He has let me down.I mean, he's killing many people and he's losing more people than he's, you know, than he's killing. I mean, fr ...

Saudi Arabia’s battered stock market is looking increasingly attractive to foreign investors because of rock-bottom valuations and bets that the oil price won’t drop much further https://t.co/QbtExTyug1 ...

Core Viewpoint - The current oil pricing environment, with West Texas Intermediate (WTI) trading around $64 per barrel, is favorable for ConocoPhillips (COP) and its upstream operations, particularly in the United States [1][3]. Group 1: Company Operations - ConocoPhillips has low-cost resources both internationally and domestically, with a strong focus on the Lower 48 states, which include major shale plays like the Permian Basin, Eagle Ford, and Bakken [2]. - The acquisition of Marathon Oil has enhanced ConocoPhillips' upstream presence in the Lower 48, showcasing the resilience of its business model [2]. Group 2: Financial Performance - The ongoing pricing environment, with oil prices significantly above break-even levels, is beneficial for ConocoPhillips' overall business and positively impacts its bottom line [3][7]. - ConocoPhillips shares have experienced an 11.6% decline over the past year, which is less severe than the 17.7% decline of the broader industry composite [6]. - The company trades at an enterprise value to EBITDA (EV/EBITDA) ratio of 5.49X, which is below the industry average of 11.10X, indicating potential undervaluation [7][8]. Group 3: Earnings Estimates - The Zacks Consensus Estimate for ConocoPhillips' 2025 earnings has been revised upward in the past week, reflecting positive sentiment regarding the company's future performance [10].

Let's go now to back to Bob McN. Bob, it's a little bit fluid, so I appreciate it. Um, you just heard that conversation.How is Russia so successfully getting around the current sanctions. Hey, Brian, it's not a question of getting around. These sanctions under President Biden were designed purposely to help Putin sell his oil.President Biden went to India and said, "Please import Russian oil." Why did he do that. because we didn't want the oil price staying at $127 a barrel, which is where it went in right ...

Government Revenue - Nigeria collected more than half of its targeted annual tax revenue in the first six months [1] Economic Factors - Oil price dropped below budget projections [1]

What's your take on the oil price situation right now. And are you concerned. I love it.It dropped almost ten dollars yesterday. I put out a statement, get it down, because a lot of people aren't able to do things when the energy goes down. You are going to have a lot less conflict.President Trump there speaking to reporters aboard Air Force One. And separately, the President has signaled he wants to keep oil flowing out of Iran. It's a stark departure from the earlier strategy of squeezing Iranian energy e ...

Oil Market Dynamics - The market had priced in a $15-20 per barrel premium due to Israel-Iran tensions, which is now being eliminated as the worst of the turmoil appears to be over [2] - Prior to the conflict, debates centered on tariffs potentially driving recession and leading to $50 oil price predictions [3] - Better-than-expected oil demand data and underperforming OPEC production quotas were observed [4] - Shale oil drilling had decreased, leading to questions about potential rollover [4] - Demand is hanging in at around 1 million barrels per day of growth [6] Factors Influencing Oil Prices - Transportation costs, particularly shipping, have surged due to Middle East risk premiums [5] - The potential for shale oil growth resumption if oil prices remain above $70 is a key variable [6] - Underlying oil fundamentals should be the primary focus, considering past disruptions' varied impacts [6][7] Geopolitical Considerations - The Israel-Iran conflict has not demonstrated Iran's strong military capabilities [8] - Most of Iran's oil sales go to China, making the closure of the Strait of Hormuz unlikely [8][9] - China's role is significant in preventing actions like closing the Strait of Hormuz [9]

Joining us now is our former vice chair, Alan Blinder. Allan, good to have you. Uh, tariffs going to be what would one would imagine an important sort of focus certainly in the press conference.Where do you stand in terms of the inflationary impact of tariffs, which we have yet to really see in any significance. Is it still coming. I I think it's still coming.I I stand exactly where you are that we haven't seen much from the tariffs yet. The tariffs have been announced, unannounced, announced, unannounced. ...

Geopolitical Risks & Market Reaction - The market is failing to fully appreciate the potential gravity of the current geopolitical moment, particularly concerning Middle East conflicts [2] - The perceived importance of Middle East conflict and its relationship to oil prices has declined over time, potentially leading to underestimation of current risks [2] - US shale gas supply has reduced the sensitivity of oil prices to Middle Eastern geopolitical risks, but the current situation is different [4] Potential Escalation Scenarios - The US potentially getting involved in a major geopolitical risk event, such as a conflict with China over Taiwan or an attack on Iran's nuclear facilities, represents a significant escalation [5] - The possibility of a "controlled explosion" potentially happening in Iran indicates a failure of markets to understand the risk trajectory [6] - Recent exchanges of force between Israel and Iran, including Israel's claimed aerial superiority, represent a strong statement and escalation [7] Israel-Iran Conflict Dynamics - Israel's Operation Rising Lion, involving targeted assassinations and undermining Iran's nuclear capacity, is an advanced operation [8] - The success of Operation Rising Lion on Israeli terms would require undermining Iran's nuclear capacity [8] - Achieving the desired outcome in the conflict between Israel and Iran may require US military assistance, making Trump's decisions a key variable [9]