It has one of the largest oil industries in the world, but it has been strangled for years by international sanctions. ...

Core Insights - The ongoing conflict has significant implications for the energy market, with potential disruptions expected to last for weeks despite the president's comments suggesting a quick resolution [1][2][5] - The market is closely monitoring the situation for any signs of de-escalation, as the timeline for the conflict remains uncertain [2][3][9] Energy Market Impact - Current estimates indicate that approximately 6 million barrels of oil production are currently shut in across the Middle East, which is more than double previous expectations related to disruptions from Russia [5] - The volatility in crude oil prices, with WTI fluctuating between $120 and below $90, reflects market reactions to changing assumptions about the conflict's duration and impact [7][8] Geopolitical Considerations - The potential involvement of the Houthis in the conflict poses additional risks to oil infrastructure, particularly the Yamu port, which could be targeted by drone attacks [4][5] - The effectiveness of military operations against Iranian capabilities, particularly regarding drones, remains a concern, as Iran continues to maintain significant drone manufacturing capabilities [10][11] Market Sentiment - The market appears to be reacting to President Trump's statements, with a notable increase in oil prices following comments about unconditional surrender, indicating a sensitivity to geopolitical developments [8] - The definition of success in the conflict, as articulated by the president, will be crucial for market expectations, particularly regarding the timeline for resuming oil production [9][12]

The war in Iran is intensifying, and energy prices are getting out of control. Before the war broke out, oil ( CL1:COM ) was traded at ~65 per barrel, now we are well-above the $100Passionate about geopolitics and macroeconomics, I express my opinion through my articles and enjoy engaging with all of you. I also write about companies that catch my attention, particularly those in my portfolio. For me, Seeking Alpha is a way to expand and share my knowledge.Analyst’s Disclosure: I/we have no stock, option or ...

A 31% price run-up on Iran war fears gave way to an after-hours retreat. Benchmark U.S. crude closed 4.3% higher at $94.77 a barrel. ...

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. ...

Oil headlines are screaming crisis. Futures markets are saying something different.Bianco Research President Jim Bianco wrote on X Monday that crude oil futures for 2027 delivery are trading in extreme backwardation. The calendar spread between the April and September contracts sits at minus 25% — a record since the mid-1990s.Near-Term Spike, Not A Sustained ShockDeferred contracts confirm the picture. The March 2027 contract is up just 9.99%. The April 2026 contract is up 53%.“The charts and table above sh ...

Discussions over releasing oil buffers shows growing concern in the Trump administration about the spreading impacts of the Iran war. ...

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].

articleSPXCOMPOil's surge above $100 is rattling investors, but analysts say the U.S. economy, corporate earnings, and inflation backdrop look stronger than during the 2022 energy shock. (Frederic J. BROWN / AFP via Getty Images)U.S. stocks are taking a big hit from the specter of soaring oil prices after crude briefly traded above $100 a barrel for the first time in nearly four years, as investors recalibrate forecasts for growth, inflation, and corporate earnings amid the ongoing war with Iran. Oil Above ...

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 ...