Bank of America: Oil prices could rise another 50%
As hostilities between the United States and Iran reignite and intensify, international oil prices have recently returned to an upward trajectory, currently approaching the $100-per-barrel threshold and emerging as the primary risk facing U.S. equities.
Gulfport Energy Double-downgraded to Sell Equivalent at J.P. Morgan
Saudi Aramco's Jizan oil facilities attacked again, driving up international oil prices
Saudi Aramco's oil facilities in Jizan came under attack again within less than a month, prompting international oil prices to rise and heightening market concerns over regional energy supplies.
US and Iran exchange attacks on oil tankers! US military claims to have "destroyed" three Iranian oil tankers, while Iran's Islamic Revolutionary Guard Corps reports attacks on multiple oil tankers and US vessels.
US and Iran exchange attacks on oil tankers.
Bessent: Oil prices to fall to $40 after Iran conflict ends, with bond yields declining accordingly
U.S. Treasury Secretary Bessent predicts that the global oil market will face a severe oversupply once the conflict in Iran ends, potentially driving oil prices down to $40–$50 per barrel and leading to a concurrent decline in bond yields and inflation. He noted that the correlation between current oil prices and interest rates has reached a record high.
Citadel Sets Sights on U.S. Shale Oil Assets! Previously Bid for WildFire, Ultimately Outmaneuvered by $4 Billion Deal
Citadel is targeting U.S. shale oil assets and has recently engaged with multiple private equity firms to pursue acquisitions. It had previously bid for WildFire Energy, but the asset was ultimately acquired by Magnolia Oil & Gas for approximately $4.06 billion. This reflects an accelerating trend among hedge funds and commodity traders to build positions in physical energy assets, leveraging production capacity to hedge against oil price volatility and geopolitical risks, while further expanding their physical asset exposure within commodity trading operations.
12 Energy Stocks Moving In Thursday's After-Market Session
GainersTMD Energy (AMEX:TMDE) stock increased by 3.6% to $0.72 during Thursday's after-market session. The company's market cap stands at $16.9 million. KNOT Offshore Partners (NYSE:KNOP) stock
Seaport Global Initiates Coverage On Devon Energy With Buy Rating, Announces Price Target of $65
Seaport Global analyst Vin Lovaglio initiates coverage on Devon Energy (NYSE:DVN) with a Buy rating and announces Price Target of $65.
These 7 Energy Stocks Are Rallying as Crude Tops $90 on US Strikes in Iran
Oil and gas stocks rallied Tuesday after U.S. Central Command announced that American forces had begun striking Islamic Revolutionary Guard Corps targets in Iran.The strikes followed overnight
William Blair Updates Its Stock Conviction List
European LNG prices surge to over three-year highs as supply disruption fears in the Strait of Hormuz loom over winter deliveries
European LNG prices surged to $22.83 per million British thermal units (MMBtu) this week, reaching their highest level since January 2023, primarily due to disruptions in the Strait of Hormuz and the impact of Middle East conflicts on global supplies. Low inventory levels and delayed restocking in Europe, with German gas storage at only around 50%, have heightened concerns over winter supply. Goldman Sachs warns that there is still upside potential for natural gas prices, as recovering demand in Asia is further tightening the global supply-demand gap.
Live On CNBC, Stephanie Link Announces Bought EQT
Live On CNBC, Stephanie Link Announces Bought
Stock Futures Edge Higher as Nvidia Results, Inflation Data Loom
Hedge Funds and Mutual Funds Split on the AI Trade - Goldman
Iran has vowed to deliver a “devastating response” to U.S. economic pressure, even as its president simultaneously called for an end to the war.
Iranian officials view the U.S. shift toward economic warfare as proof that Washington cannot achieve victory through military means, though there are clear internal divisions on how to respond. Meanwhile, analysts remain highly skeptical about the potential effectiveness of Trump’s “economic D-Day.”
Trump's Hormuz Shock Sends Oil Above $85: 3 ETFs Poised for the Next Energy Rally
With the U.S.-Iran war dragging on and disrupting oil logistics in the Strait of Hormuz, the broader energy sector is among 2026's top-performing market sectors, up about 40% year to date. U.S.
Argus Research Reiterates Buy on Devon Energy, Maintains $45.85 Price Target
Argus Research analyst Bill Selesky reiterates Devon Energy (NYSE:DVN) with a Buy and maintains $45.85 price target.
Barclays Maintains Overweight on Devon Energy, Lowers Price Target to $58
Barclays analyst Betty Jiang maintains Devon Energy (NYSE:DVN) with a Overweight and lowers the price target from $62 to $58.
WhiteWater, Devon and Partners to Build Two Permian Basin Gas Pipelines
What is the actual volume of oil flowing through the Strait of Hormuz? Data from the U.S. Department of Energy diverges from market tracking figures by a factor of two.
The U.S. Secretary of Energy stated that daily oil flows through the Strait of Hormuz reach 9 million barrels, whereas data from third-party vessel tracking firms such as Kpler indicate only about 4 million barrels, representing a nearly twofold discrepancy. The core of the controversy lies in the fact that numerous oil tankers disable their transponders to evade attacks, creating "shadow transits" and resulting in data blind spots. If tracking data were more accurate, the shortage risks facing the oil market would far exceed expectations.