Almost back at his entry!Imagine bull posting the schmiko top https://t.co/88iGHBiaxVAndrew Tate (@Cobratate):Buying 1,000,000 of oil at $73.68 incase Israel strike Iran. ...

Group 1 - The crude oil futures market is currently in extreme backwardation, with a record calendar spread of minus 25% between April and September contracts since the mid-1990s [1] - The market is pricing a short disruption in oil supply rather than a long-term price elevation, as indicated by the modest increases in deferred contracts [2] - The absence of structural damage in oil infrastructure is crucial, suggesting that once shipping resumes, crude supply will normalize [3] Group 2 - The United States Oil Fund LP (USO) has seen a 5.52% increase, trading at $114.77, while WTI crude futures briefly reached around $120 before falling below $100 [4] - The G7 nations are considering a coordinated release of 300 million to 400 million barrels from their strategic petroleum reserves to address rising oil prices [5]

Group 1 - The article highlights the growing concern within the Trump administration regarding the impacts of the Iran war on oil markets [1] - Discussions are taking place about the potential release of oil buffers as a response to these concerns [1]

Core Viewpoint - ExxonMobil is positioned favorably to benefit from rising oil prices, particularly due to its operational strengths and strategic focus on U.S. production [2][6]. Group 1: Market Position and Performance - ExxonMobil's stock has increased by 23% in 2026 and 40% over the past year, despite a challenging macroeconomic environment [6]. - The recent surge in West Texas Intermediate crude prices, which rose approximately 26.5% to $114.90 per barrel, is attributed to supply disruptions in the Strait of Hormuz [3][6]. - The company has a significant global trading operation and one of the largest long-term charter fleets in the industry, allowing it to navigate supply disruptions effectively [4][5]. Group 2: Dividend and Financial Metrics - ExxonMobil has a strong dividend history, having raised its dividend for 43 consecutive years, with projected annual payments of around $17 billion [7][9]. - The company targets 13% earnings growth through 2030, indicating a commitment to maintaining and potentially increasing dividends [7]. - Key dividend metrics include an annual dividend per share of approximately $4.12, a dividend yield of roughly 2.72%, and a payout ratio of about 60% of free cash flow [9]. Group 3: Future Outlook - Analysts expect ExxonMobil's free cash flow to grow from $23.6 billion in 2025 to $41 billion in 2029, supporting consistent dividend increases [7]. - The company has set a share buyback target of $20 billion for 2026, contingent on market conditions [9].

Group 1 - The military conflict involving the U.S. and Israel's attacks on Iran has led to a decline in certain oil-industry stocks, creating potential buying opportunities for long-term investors [1][6] - As of early Monday, West Texas Intermediate crude oil was trading at $103.27 per barrel, reflecting a 54% increase from a settlement price of $67.02 on February 27 [2] - The State Street Energy Select Sector SPDR ETF (XLE), which tracks the S&P 500 energy sector, was down slightly early on Monday but had risen 25.1% for 2026 through February 27 [3] Group 2 - The largest integrated oil companies in the S&P 500 are currently considered expensive based on forward price/earnings ratios compared to their five- and ten-year averages [4] - Oppenheimer Asset Management's chief investment strategist has a positive outlook for the stock market in 2026, suggesting that investors look for undervalued stocks during market downturns [5] - Three companies in the oil services and equipment sector of the S&P 500 are trading at low forward P/E ratios relative to their historical averages, indicating potential bargains [5]

Core Viewpoint - The surge in oil prices above $100 is causing concern among investors, but analysts believe that the current economic conditions are more resilient compared to the 2022 energy crisis [1] Group 1: Oil Prices and Market Impact - U.S. stocks are experiencing significant declines due to the rise in oil prices, which briefly exceeded $100 a barrel for the first time in nearly four years [1] - Investors are adjusting their forecasts for growth, inflation, and corporate earnings in light of the ongoing geopolitical tensions, particularly the war with Iran [1] Group 2: Economic Resilience - Analysts suggest that the U.S. economy, corporate earnings, and inflation context appear stronger than during the previous energy shock in 2022 [1]

FROM AN ESCALATOR AT. >> THE PENTAGON ANNOUNCING A SEVENTH U.S. SERVICE MEMBER HAS DIED IN ACTION. AS THE SON OF IRAN'S SLAIN SUPREME LEADER IS NAMED HIS SUCCESSOR.MEANWHILE, OIL PRICES ROCKED BY VIOLENCE ACROSS THE MIDDLE EAST, SURGING PAST $100 A BARREL SET TO CAUSE CHAOS ON WALL STREET AND ALREADY BRINGING PAIN AT THE PUMP ON MAIN STREET. WE WILL COVER IT ALL. BACK AT HOME, AN ACT OF TERROR.AN FBI INVESTIGATION UNFOLDING RIGHT HERE IN NEW YORK CITY AFTER THE NYPD SAYS AN EXPLOSIVE DEVICE WAS THROWN DURIN ...

I'm Ben Bartinstein. I'm a senior reporter on the energy and commodities team. I'm about to try one of my sources who's an insider within the network that we've been investigating.We're talking about the highest levels of government in Iran. The source is understandably quite scared. You know, they want every precaution taken to kind of hide their identity.The story really began for me in early November of 2023. I was at this event in Dubai and I bumped into this source of mine who was telling me about this ...

Group 1 - Bitcoin experienced significant inflows of $521 million, while Ethereum and Solana also saw notable inflows; XRP was the only major asset to experience meaningful outflows [2] - The early-week inflow of $1.44 billion followed by $829 million in outflows indicates position management rather than a collapse in conviction among investors [3] - Escalating geopolitical risks, particularly related to the Iran crisis, were identified as the primary driver of late-week outflows, leading institutions to reduce exposure to risk assets, including cryptocurrencies [3] Group 2 - Higher oil prices are exerting pressure on U.S. equities, which in turn is affecting Bitcoin as it behaves largely as a risk asset [4] - If geopolitical tensions escalate further, Bitcoin may face short-term selling pressure as investors typically reduce exposure to volatile assets during periods of risk aversion [4]

Geopolitical and Market Dynamics - Michael Burry warns that President Trump's handling of the geopolitical situation may lead to a falling stock market, which he refers to as Trump's political "kryptonite" [1] - The ongoing U.S.–Israel strikes on Iran have caused crude oil prices to surge approximately 50%, with Brent trading in the low-$100s and experiencing overnight spikes above $110, impacting about 20% of global supply [2] - A potential stagflation scenario is emerging, characterized by rising oil prices, increasing inflation risks, and tightening financial conditions [3] Market Reactions - The tech-heavy Invesco QQQ Trust has seen volatility, declining about 1.24% over the past week due to Iran-related market fluctuations and heightened fears regarding discount rates affecting growth multiples [4] - The combination of rising oil prices, increased energy ETF valuations, and unstable market indexes creates a situation where President Trump may feel pressured to escalate or intervene in geopolitical matters [4]