A hoard of Iranian crude on tankers at sea and robust onshore stockpiles in China will provide a cushion for the nation’s independent refiners should a US blockade of the Strait of Hormuz choke off flows https://t.co/jFpJQL4XYX ...

Chinese crude oil and natural gas imports fell in March, as the supply crunch in the Persian Gulf began to affect shipments https://t.co/U68DUNHMmj ...

The markets and investors have been conditioned to look through volatility. Markets can remain more buoyant on a fundamental basis. We are still in a very good place.It's really not about hype anymore. It's impossible to kind of figure out like pinpoint where it's going to go. This is Bloomberg Surveillance with Jonathan Ferro Lisa Abramowitz and Annmarie Horden Turner live from New York City this morning.Good morning. Good morning for our audience worldwide. Bloomberg Surveillance starts right now.Coming i ...

>> NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE." GUY: GOOD MORNING. I'M GUY JOHNSON.LET'S TALK ABOUT WHAT'S HAPPENING IN THE ENERGY STORY BECAUSE THAT IS FRONT AND CENTER RIGHT NOW. OIL PRICES ARE UP, GAS PRICES ARE UP IN EUROPE. DONALD TRUMP VALLEY TO BEGIN A FULL NAVAL BLOCKADE OF THE STRAIT OF HORMUZ LATER TODAY.BASICALLY THREATENING TO RETALIATE IN THE EVENT OF IRANIAN RESISTANCE. THE MOVE WOULD HIT NEARLY 2 MILLION BARRELS A DAY OF IRANIAN CRUDE WHICH HAS OVER THE LAST FEW WEEKS BEEN FLOWING OUT O ...

Trade of the decade 🤝Binance Research (@BinanceResearch):Gold and crude oil are posting their strongest performance in decades. Even so, experts see more upside ahead—and the technicals suggest elevated volatility in the near term.In a fast-shifting macro environment, gold and oil can serve as low-correlation hedges for an existing https://t.co/fM7PNjfGgS ...

Japanese firms are starting the earnings season with an increasingly bleak outlook as the failure of US peace talks with Iran drives crude oil prices higher https://t.co/h1whpkITLJ ...

An institution is heavily shorting Oil.They have opened:- $74,388,000 Crude Oil short with liquidation at $114.98- $24,678,000 Brent Oil short with liquidation at $121.2 https://t.co/vARO0PhagV ...

Core Viewpoint - Oil prices surged by 7% due to President Trump's blockade of the Strait of Hormuz, leading to higher realized prices and stronger export demand for U.S. crude from companies like ConocoPhillips, Chevron, and ExxonMobil [2][3][4]. Company Summaries ConocoPhillips (COP) - ConocoPhillips operates low-cost assets in the Permian and Gulf of America, with Q4 2025 revenue of $13.86 billion and production guidance of 2.33-2.36 million barrels per day [5][6]. - The company has a trailing price-to-earnings ratio of 19.30 and a forward annual dividend yield of 2.74%, with a quarterly payout of $0.84 per share [6][7]. - ConocoPhillips is positioned to benefit from the Gulf rerouting, capturing higher domestic realizations due to its U.S.-heavy footprint [7]. Chevron (CVX) - Chevron expects Q1 2026 net oil-equivalent production of 3.8-3.9 million barrels per day, supported by its integrated scale and Gulf of America assets [8][10]. - The company reported adjusted earnings per share of $1.52 for Q4, exceeding estimates by 5.56%, and has a forward annual dividend of $7.12 per share, yielding 3.39% [9]. - Chevron's downstream balance helps cushion volatility while its upstream assets benefit from rising oil prices and increased U.S. exports [10]. Exxon Mobil (XOM) - Exxon Mobil produced 4.7 million oil-equivalent barrels per day in 2025, with 1.6 million from the Permian, and aims for 1.8 million in 2026 [11][12]. - The company achieved full-year 2025 earnings of $28.8 billion, with $52 billion in cash flow from operations and $26.1 billion in free cash flow [12]. - Exxon Mobil's quarterly dividend rose 4% to $1.03 per share, yielding 2.70%, and it has a trailing P/E of 22.76, reflecting its scale advantages [12]. Investment Opportunity - ConocoPhillips, Chevron, and Exxon Mobil present a balanced investment opportunity for retail investors, benefiting from the global oil-price increase due to the Hormuz blockade and the U.S. Gulf export boom [13].

A whale has been going short on Oil.Today he has opened:$45,000,000 Crude Oil short with 20x leverage$36,600,000 Brent Oil short with 20x leverage https://t.co/s3jEdvpoPS ...

ABRAXAS $100 MILLION OIL ARBITRAGE: EXPLAINEDAbraxas Capital just closed out their shorts on $130M of Crude Oil. Last night, they were paying $600 MILLION per year in funding to maintain their $130M position.Here’s why they might have been paying >$1M per day for this trade: https://t.co/N8psy1N3Vm ...