Trump: The new agreement will be much better than the Iran nuclear deal, and the ceasefire is 'highly unlikely' to be extended.
Trump stated that the new agreement being reached with Iran would be much better than the Iran nuclear deal, while also indicating that the possibility of an extension to the ceasefire is very slim. Vance is heading to Pakistan, but Iran's decision not to participate in the negotiations has not changed.
How will the U.S.-Iran situation unfold? Trump faces five potential paths, the most dangerous of which could lead to a $200 oil price!
① As the United States prepares to hold a new round of peace talks between Pakistan and Iran, Trump is faced with five major options; ② His ultimate decision is undoubtedly becoming a focal point of global attention…
Goldman Sachs: Micron Technology contributes to more than half of the S&P 500's upward earnings revision, driven by AI and energy-related expectations reassessment.
Against the backdrop of changes in the global industrial and energy landscape triggered by the U.S.-Israel conflict with Iran, significant divergence has emerged in earnings forecasts for U.S. stocks.
Top-tier hedge funds lament: Trump's frequent posts leave oil traders at a loss.
①The head of commodities at Castle Investment stated that Trump's frequent signaling through social media during the Iran war is significantly altering the operational logic of the oil market. ②He also noted that the traditional energy pricing system, which relied on 'physical flows,' is being replaced by the impact of information flows, making the market resemble a low-barrier betting environment where energy trading opportunities appear and disappear at a notably faster pace.
Micron Alone Accounts for 51% of All S&P 500 EPS Revisions Since the War Began: Goldman Sachs
Kuwait announces 'force majeure' on crude oil and refined product exports as the blockade of the Strait of Hormuz triggers a chain reaction.
Due to the ongoing blockade of the Strait of Hormuz, Kuwait Petroleum Corporation (KPC) has officially invoked the force majeure clause, suspending some shipments of crude oil and refined products. Kuwait’s current oil and gas production has fallen to its lowest level since the early 1990s. Informed sources indicate that even if the conflict ends, a full recovery of production capacity will still take time. After reopening the strait, Iran reclosed it due to the U.S. refusal to lift the blockade, leaving the prospects for U.S.-Iran negotiations uncertain.
Express News | U.S. President Trump: 'Highly unlikely' to extend the ceasefire agreement with Iran. The Strait of Hormuz will not be reopened until an agreement is signed. The ceasefire agreement is set to expire on Wednesday evening, Washington time. Additionally, Trum
Kuwait declares force majeure! The Hormuz crisis and the Middle East oil production cut storm are sweeping in, making oil prices prone to rise and unlikely to fall.
From the illusion of a ceasefire to the reality of supply! Kuwait's exports are in crisis, and the lifeline of Middle Eastern oil supply is reshaping global oil price trends.
Express News | The Iranian Ministry of Foreign Affairs denied the second round of negotiations. US oil companies rose in pre-market trading, with Exxon Mobil up 2%, Chevron up 1.5%, and ConocoPhillips up 2.7%. Diamondback Energy rose 2.6%, Devon Energy Corporation climb
Express News | SLB up 1%, Halliburton Climbs 1.3%, Apa up 3.4%
Express News | Exxon Mobil up 2%, Chevron Rises 1.5%, Conocophillips Adds 2.7%
Express News | Shares of U.S. Oil Companies Climb Premarket as Oil Prices Jump Around 6%
Express News | Senior Iranian parliamentary official: Iran has decided to continue negotiations with the United States.
America's 'Open Strategy': Replacing the Gulf to Make the World Buy American Oil?
By exerting pressure on the Strait of Hormuz, the United States has created uncertainty and risk premiums in Gulf energy supplies with the aim of driving global capital back into the U.S. market. At the same time, the U.S. is signaling to the world its intention to replace the Gulf region as a safer global energy supplier by leveraging its abundant domestic oil and gas resources.
JPMorgan Warns: Despite the decline in oil prices over the weekend, the fundamentals continue to deteriorate.
JPMorgan believes that the supply gap has widened to 15-16 million barrels per day, with global inventories depleting by 265 million barrels. The only explanation for the price decline is demand destruction. European refining margins have fallen to -15.3 USD per barrel, confirming shrinking demand. It is forecasted that OECD crude oil inventories will approach operational minimum levels around May 15, posing a risk of more severe price volatility in the market.
In just a few days, tensions in the Strait of Hormuz have escalated again! Is this week’s market destined for significant volatility?
Just last Friday, Wall Street was celebrating the possibility of reaching a ceasefire agreement. However, after only a single weekend, this optimism quickly faded, and an intense battle between bulls and bears is about to unfold...
Fire at sea! U.S. forces bombed and seized an Iranian cargo ship; Tehran rejects negotiations and vows retaliation.
Over the weekend, tensions in the Middle East escalated again as the US military fired upon and seized an Iranian cargo vessel. Meanwhile, Iran rejected a second round of peace talks and vowed retaliation. This series of escalations dashed previous market optimism about easing tensions. On Monday, WTI crude oil opened with a 5% gap higher.
Goldman Sachs, 'remarkably accurate' in this cycle: Maintains forecast of 'Middle Eastern crude oil flows resuming by mid-May,' with unchanged target oil price but notes 'greater two-way risks.'
Goldman Sachs has kept its oil price forecast unchanged, but the "two-way risk" has significantly increased, prompting investors to reassess their positioning logic. According to TradingWind, on April 17, the Goldman Sachs team led by Daan Struyven published the latest crude oil market research report. Despite the sharp drop in crude oil prices driven by the "reopening" of the Strait of Hormuz, Goldman Sachs maintained its full-year average price forecast for Brent and WTI crude at $83 and $78 per barrel, respectively, for 2026. WallStreetCN noted that in last week’s report, the Daan Struyven team anticipated Persian Gulf crude exports to return to pre-conflict levels within about a month. On Friday, the Strait of Hormuz "reopened."
Express News | Trump says there will be no tolls in the Strait of Hormuz.
Express News | Iranian Parliament Speaker Kalibaf: US President Trump's statements about Iran are inaccurate.