
Oil
Der DAX verliert 0,66%, trotz des Ölpreisanstiegs bleiben die geopolitischen Spannungen ein Risiko
Der deutsche Leitindex DAX schloss mit einem Rückgang von 0,66% und verbleibt weiter unter Druck durch Ölpreisentwicklungen sowie geopolitische Unsicherheiten im Nahen Osten und zwischen den USA und China.

IEA: Der Iran hat den weltweiten Ölausblick völlig umgekrempelt; Senatoren drängen auf Ölfreigabe
Die Internationale Energieagentur senkte ihre Prognose für das Nachfragewachstum für 2026 auf einen Rückgang von 80.000 Barrel pro Tag, was auf die Schliessung der Hormuschlinge und zunehmende Preise zurückzuführen ist. Unabhängig davon ermutigten US-Senatoren Trump, Notfall-Heizöl aus der strategischen Reserve freizugeben.
Die US-Aktien kühlen sich nach der Ölpreissteigerung ab
Dow Jones, S&P 500 und Nasdaq unter Druck trotz Rekordrallye; geopolitische Spannungen und schwache Quartalszahlen dominieren die Stimmung.

Goldpreise stabilisieren sich im Zuge des Ölpreisanstiegs und der starken wirtschaftlichen Daten aus den USA
Gold im Spotpreis fiel um 0,3 % auf 4.275,09 US-Dollar die Unze, während Gold-Futures um 0,2 % auf 4.310,60 US-Dollar die Unze abwärts gingen. Die Quoten für eine Zinserhöhung von der Fed haben sich nach den starken amerikanischen Wirtschaftsdaten erhöht.
Das Öl reagiert auf die Spannungen im Iran; asiatische Energieaktien steigen, während Brent um 3,9 %anzeigt
Brent-Rohöl legte 3,9 % auf 103,08 $ zu, nachdem der irische Präsident in Anbetracht der Drohungen der USA Unbeugsamkeit gezeigt hatte. Gleichzeitig gaben asiatische Energieaktien den Anstieg voran, da geopolitische Risiken die Rohstoffpreise erhöhten.

Ölpreise nahe 100 USD/Barrel, da US-Iran-Diplomatie und Risiken durch saudische Lieferungen zu Lasten gehen
Die Ölpreise bewegten sich rund um die Marke von 100 USD pro Barrel, unter Einfluss von diplomatischen Entwicklungen zwischen den USA und dem Iran sowie Sorgen um die saudische Liefermenge. Verschiedene Energieverträge und Unternehmensaktionen beeinflussten auch den Markt.
Die Ukraine trifft eine russische Ölraffinerie, als die Drohnen-Kampagne intensiviert wird
Die Ukraine meldet, dass es die Raffinerie Ilsky in Krasnodar getroffen hat und drei Menschen getötet hat, während Moskau behauptet, in der Nacht Hunderte Drohnen abgeschossen zu haben, während die Angriffe auf die russische Energienetze immer heftiger werden.

Die Globalmärkte sinken vor dem Gipfel von Trump und Xi angesichts der Inflation und der geopolitischen Risiken
Die US-Aktien und die Zinserwartungen büssten an Wert, da es Bedenken hinsichtlich der Inflation und der Handelskonflikte gab, als Präsident Trump den chinesischen Präsidenten Xi zu einem Spitzentreffen empfing.
Das grenzüberschreitende Tanken macht für einige Schweizer Autofahrer immer noch Sinn
Im nächsten Monat sinken die Benzinpreise in Deutschland und Österreich, wodurch der Preisunterschied zur Schweiz noch gröβer wird – aber nur Fahrer der Grenzregionen sparen genügend, um die Reise zu rechtfertigen.


Der Ölpreis fällt leicht, da die Hoffnungen auf einen Waffenstillstand zwischen den USA und dem Iran die Sorgen über die Öllieferungen Saudi-Arabiens ausgleichen
Die Rohölpreise sanken nach Berichten über US-iranische Gespräche zur Wiedereröffnung der Hormuschaussee, während die Renditen der US-Staatsanleihen über 5% gestiegen und die Aktienmärkte moderate Gewinne verbuchten.

Die Preise für Brent-Rohöl steigen weiter angesichts der geopolitischen Spannungen
Die Preiswerte von Brent-Raffinieröl stiegen um mehr als 2 % auf 105,41 USD pro Fass und wurden angetrieben durch geopolitische Spannungen zwischen den USA und dem Iran über Schifffahrtsrouten im Golf.

Das Brent-Rohöl steht bei knapp 100 US-Dollar, WTI wird mit rund 12 US-Dollar Rabatt gehandelt
Brent-Rohöl wurde zu etwa 100,22 USD pro Fass gehandelt, während WTI um etwa 12 USD niedriger notierte, was einen auffällig breiten transatlantischen Spread widerspiegelt.

Der Iran wartet auf die US-Reaktion, nachdem Trump angeblich den Friedensplan für den Hormus abgelehnt hat
Teheran schlägt eine sieben Tage lange Countdown vor, um die Strasse von Hormus wieder zu öffnen und die Feindseligkeiten im Nahen Osten zu unterbrechen, aber Präsident Trump hat angeblich dieses Angebot ablehnt, da er den iranischen Einhaltung des Abkommens skeptisch dast.

Die deutschen Benzinpreise erreichen ein Rekordhoch, während die Staatskasse einwachsend wächst
Die Preise für Super E10 lagen in Deutschland im Durchschnitt bei 2,286 Euro pro Liter, angetrieben durch Regulierungskosten und Debatten über überproduktionssteuern.

Der kanadische Dollar erreicht ein Acht-Wochen-Tief, da die Befürchtungen über Zölle das Loonie belasten
Der Loonie fiel auf 1,4106 gegenüber dem US-Dollar, sein niedrigster Stand seit Ende Juli, da die Stärke des Greenbacks und Bedenken hinsichtlich eines schwächenden Wachstums den Sprung der Ölpreise compensateden.
Die US-Aktien stehen unter Druck durch steigende Ölpreise und Renditen von Staatsanleihen
Wall Street erwartet Verluste, da die Ölpreise aufgrund der Befürchtungen im Nahen Osten steigen und die Renditen von 30-jährigen Treasuries auf einen Niveau klettern, wie es seit 2004 nicht mehr der Fall war, was den Aktien von Technologieunternehmen belastet.
Die Ölpreise sinken um 1% aufgrund von Hoffnungen auf einen Waffenstillstand, die von Ängsten um die Versorgung im Golf ausgeglichen werden
Brent liegt bei 105,46 USD, WTI bei 93,56 USD, da die diplomatischen Fortschritte zwischen den USA und Iran die erhöhten Risikozuschläge bei den Schifffahrtsströmen durch die Hormuschlucht widerspiegern.

Die Ölpreise nehmen ab, da die Hoffnungen auf eine Waffenruhe zwischen den USA und Iran die Lieferrisiken Saudiarabiens ausgleichen
Brent und WTI-Rohöl fielen am Freitag um knapp 1% zurück, da Händler die diplomatischen Verhandlungen gegen neue Angriffe der Huthis auf die saudische Infrastruktur abwogen.


Die EU warnt vor dem Risiko einer Energiekrise und drängt auf die Begrenzung der Nachfrage im Kontext des Konflikts mit dem Iran
Brüssel appelliert an die Mitgliedstaaten, die Energieverwendung zu reduzieren, da Brent-Rohöl über 107 US-Dollar je Barrel steht und die Hormuschlucht weiterhin geschlossen bleibt nach den US-israelischen Angriffen auf den Iran.

Die SMI bleibt vor einem höheren Start leicht positiv, Meta erreicht ein Allzeithoch
Die asiatischen Börsen zeigen Widerstandsfähigkeit trotz globaler Anleihengeschäftsrisiken, während die US-Aktienmärkte und Währungskurse unter Zinserwartungen und geopolitischen Spannungen schwanken.
US-Aktien-Futures fallen, da die renditen steigen, Öl springt wegen der Spannungen im Nahen Osten
Die S&P 500, die Nasdaq-100 und die Dow-Futures sanken leicht, während die Zinserwartungen für das 10-Jahres-Bund der Vereinigten Staaten auf über 5,2 % stiegen und der Rohöl nach einem Huthi-Raketenangriff auf saudische Anlagen um über 3 % stieg.
ECB-Chef Vujcic warnt vor einer Erhöhung der Inflation in der gesamten Eurozone durch die Dieselpreise
ECB-Vizepräsident Boris Vujcic warnte, dass persistente hohe Energiekosten das Wachstum dämpfen könnten und die Markterwartungen für aggressive Zinserhebungen beeinträchtigen könnten.

Die Stärke des Dollars hält an, da die Zinsraten von Anleihen den GBP/USD steigern
Stellvertretend dafür erklimmen die Renditen der US-Staatsanleihen und die Energie-Märkte halten den Dollar aufrecht, obwohl resiliente Daten aus der Eurozone die Spreads begrenzen.
Die CIBC prognostiziert für das vierte Quartal 2026 einen kanadischen Dollar bei 1,42 USD/CAD, da sich der Zinsunterschied weiter ausgebreitet
CIBC Capital Markets schätzt, dass das Paar USD/CAD im 4. Quartal 2026 im Durchschnitt 1,42 beträgt, und führt dafür ein wachsendes Zinsunterschied und Handelskonflikte mit den Vereinigten Staaten an. Gleichzeitig erwartet das Unternehmen, dass die Fed straffer wird und die Bank of Canada die Zinssätze hält.

European equities end week with modest gains
EuroStoxx 50 closes at 6,302.82, up 0.48%, while Swiss SMI and UK FTSE 100 also rise. Analysts warn of persistent inflation and rising interest rates.
Anleger auf Wachstumskrisen und Zinserhöhungen fokussiert
Geopolitische Spannungen und Anleiherenditen dominieren die Börsenwoche – Brent-Olpreis bleibt stabil, SMI überquert 14'000 Punkte nur kurzzeitig

Bond volatility spikes as Bitcoin and equities remain resilient
U.S. Treasury volatility surges to March highs amid energy price pressures, while Bitcoin and Wall Street indices show subdued volatility.


Stocks Resilient Amid Rising Yields, $100 Oil: Two Key Factors
Market indices held steady despite higher Treasury yields and Brent crude above $100, driven by gains in AI-driven tech stocks and broader macroeconomic uncertainty.

Dollar strength persists amid bond sell-off, euro under pressure
U.S. currency gains as global risk-off conditions reinforce dollar rally, while euro faces headwinds from yield spreads and political uncertainty

SMI bleibt bei 13.953 Punkten, UBS unter Regulierungsdruck
Schweizer Aktienmarkt zeigt kaum Bewegung, während Ölpreise und Anleiherenditen leichte Stütze bieten – doch US-Iran-Drohungen bremsen Gewinne aus.

European equities rebound on oil price drop, UBS speculation drives gains
Oil price declines eased inflation fears and supported European markets as the Euro Stoxx 50 rose and the FTSE 100 and SMI gained, though oil sector losses and downgrades to EssilorLuxottica weighed.

Treasury yields hit 2007 highs amid bond selloff, oil gains
U.S. bond markets and equities showed mixed movement Friday as Treasury yields rose to post-2007 peaks, oil prices climbed, and Costco reported stronger-than-expected earnings.
Global bond sell-off continues amid rising interest rate concerns
Eurozone and US bond yields hit record highs, raising concerns about asset risks and inflation. Rising oil prices and government spending further fuel inflation fears.

SMI Holds Steady; ABB and UBS Rise, Nestlé Struggles
Swiss stock market shows resilience, with ABB and UBS gaining while Nestlé lags. Oil prices and bond yields remain key market drivers.
Dax erholt sich bei Ölpreis-Rückgang, aber SDax bleibt schwach
Frankfurter Börse zeigt leichte Erholung nach Ölpreis-Stabilisierung, während Einzelwerte wie Hellofresh unter Druck bleiben.

FTSE 100 climbs as U.S.-Iran talks offset Strait of Hormuz tensions
Global equities advanced on Friday, with the FTSE 100 gaining 0.50% amid hopes of progress in U.S.-Iran ceasefire talks, countering concerns over reduced shipping through the Strait of Hormuz.


SMI climbs as ABB and UBS gain; oil prices fall
Swiss stock market rises, with ABB and UBS among top gainers, while oil prices decline. Analysts warn of rising bond yields.

SMI steigt, aber Zinsfront bleibt angespannt – Aktienratings und Ölpreise dominieren
Schweizer Aktien wie ABB und UBS erleben vorbörslich positive Kursbewegungen, während die Zinsentwicklung und Ölpreise die Börsenstimmung prägen. Neue Ratings und Kursziele sorgen für Aufmerksamkeit, doch die Risiken bleiben.

DAX Set for Weekly Recovery as Oil Prices Ease
The DAX's pre-market X-Dax indicator showed a 0.7% advance to 25,437 points as oil prices stabilized following recent gains.

US-Aktienmärkte leiden unter Zinserwartungen und Ölpreisschocks
Meta und Logitech unter Druck; Schweizer SMI leicht im Minus, während Nestlé und Novartis stabil bleiben.

U.S. Treasury yields hit 20-year highs, pressuring global equities
A bond selloff pushed longer-dated U.S. yields to multi-decade peaks, raising borrowing costs and dampening Asian and global markets.

US equities extend losses as oil prices and inflation fears weigh
Dow Jones, S&P 500, Nasdaq all decline by 0.2–0.5% amid rising oil prices and geopolitical risks.

Gold edges lower, set for weekly loss as oil fuels Fed hike bets
Gold posted a weekly decline exceeding 2% as rising oil prices and Treasury yields intensified expectations of additional Federal Reserve rate increases.

Oil prices dip after sharp gains as US‑Iran Hormuz talks progress
Brent fell 0.6% to $105.94 and WTI slipped 0.8% to $93.86 after a prior 5% rally, while US‑Iran negotiations and limited Hormuz traffic pressured markets.

Brent Crude Surges Above $115 on Middle East Attacks, Settles at One-Week High
Oil climbed after Houthi missiles targeted Saudi Arabia and Iranian strikes hit energy infrastructure across the Gulf, while U.S.-Iran talks explored a path to reopen the Strait of Hormuz.


Wall Street Extends Losses as Oil Surge and Bond Yields Pressure Stocks
The Dow, S&P 500 and Nasdaq 100 all posted fresh declines on Thursday, weighed down by rising oil prices, a selloff in bonds pushing 30-year yields to their highest since 2004, and mounting inflation concerns.

U.S. Treasury Yields Rise to Multiyear Highs on Strong Data, Fed Rate-Hike Bets
The 10-year Treasury yield climbed to 5.165%, its highest since 2007, and the 30-year yield reached 5.455%, the highest since 2004, as robust economic data and expectations of another Federal Reserve rate increase drove bond selling.

Crude oil climbs 2% to ₹8,825 as Middle East supply hopes rise
Oil settled up 2.11% at ₹8,825, buoyed by Saudi plans to restart its East‑West pipeline and US‑Iran diplomatic talks, even as US inventories rose and OPEC trimmed demand forecasts.

Dow Slips 0.3% as Oil Swings Weigh on Wall Street
US markets showed little direction as Iran tensions lifted oil prices and bond yields, while Meta, Oracle and MGM posted notable moves.

DoubleZero Expands Fiber-Based Market Data for Hyperliquid Futures
Professional traders gain direct access to Hyperliquid’s order book via dedicated fiber network, addressing API limitations and enabling faster data streams for market makers.
Dax verliert 0,57% trotz Ifo-Index-Rückgang, Ölpreise dominieren
Ölpreisanstieg und geopolitische Spannungen belasten den deutschen Leitindex, während das Ifo-Geschäftsklima überraschend stark verbessert wurde.

Dax dips as oil above $100 spooks European stocks
European equities opened lower on Thursday as Brent crude held above $100, weighed by renewed Middle East tensions and softening US tech sentiment.
Oil Prices Slip as Saudi Supply Recovers, Easing Crude Tightness
Brent dipped below $100 on expectations of increased Saudi output and U.S.-Iran diplomacy, wiping out recent losses after crude shed more than 9% over the prior four sessions.

FTSE 100 holds steady amid U.S.-Iran tensions, Treasury yield pressures
British equities remained flat as geopolitical risks and rising U.S. Treasury yields weighed on investor sentiment.

DAX set to widen losses as Brent climbs above $100 and US delays China tariffs
German DAX futures slipped 0.5% to 25,296 points, testing the 100‑day moving average, while Brent crude topped $100 per barrel and US tariffs on Chinese imports were postponed two months.

Global Bond Yields Nudge Near 4% as Selling Pressure Mounts
The Bloomberg Global Aggregate Treasuries Index yield rose to 3.99%, its highest level since 2007, amid persistent inflation, fiscal concerns and geopolitical tensions.

Austria Plans 12-Cent Fuel Price Cut for Oct-Nov
Vienna will slash mineral oil taxes and trim refiner margins to lower pump prices by more than 12 cents per liter, citing inflation as a top priority.
%20%E2%80%93%20%CE%BC%CE%B5%CE%B3%CE%B1%CC%81%CE%BB%CE%B7.webp)
Oil Falls as Asia Crude Imports Post Highest Volume Since Iran War Began
Brent and WTI eased as Kpler data showed September crude inflows to Asia reached their highest level since hostilities began, though volumes remain roughly 13% below pre-conflict levels.

Oil drops after surge on U.S.-Iran diplomacy uncertainty
Brent fell to $102.10 a barrel after Wednesday's near-4% gain, as U.S.-Iran diplomatic doubts and a larger-than-expected U.S. crude inventory build weighed on prices.

DAX Drops 0.6% as Rising Oil Prices Clamp German Stocks
The DAX index fell to 25,414 points Wednesday as oil-market tensions eased any independent momentum for German equities.

US Stocks Set for Weaker Open as Oil Reverses Slide
Futures point to a lower start for Wall Street as Brent and WTI recover from recent declines, while geopolitical risks from US-Iran and US-China talks linger.

US Futures Slip; Oil Bounces, SMI Erases Gains, Nvidia Pre-Market Down
Wall Street opens lower as oil stabilizes and geopolitical hopes offset by chip-sector pullback; SMI surrenders morning gains ahead of SNB decision.

U.S. Crude Oil Stockpiles Post Unexpected Build
U.S. crude oil inventories rose unexpectedly, according to the latest data.


US-Märkte sinken unter 51.500 Punkte, Ölpreise steigen auf 104 USD/Barrel
US-Aktien verloren an Wochenmittwoch rund 0,7 Prozent, während Ölpreise durch geopolitische Spannungen und höhere Renditen auf Rekordniveau stiegen.

Gold Price Drop Drives TSX Futures Lower as Mideast Tensions Persist
TSX futures declined amid a sharp decline in spot gold prices, while market participants awaited developments in Middle East peace talks and broader geopolitical risks.

India probes LG, Samsung over OLED TV display tariff misclassification
Authorities in India are examining whether LG Electronics and Samsung improperly applied a lower tariff to imported OLED display components for premium TVs.

Oil prices hold near two-week lows amid easing supply concerns and rising US crude stocks
Oil prices remained near two‑week lows as supply concerns eased and U.S. crude inventories rose.

OECD raises 2026 growth forecast amid high oil prices, warns 2027 risks
Global growth is projected to rise to 2.9% in 2026, defying elevated oil prices, but downside risks loom for 2027.

Zuckerberg’s Muse speech amid Meta rally, oil prices dip as Iran talks gain momentum
Meta’s AI agent Muse propelled the company’s shares up by over 20% since its September 8 launch, while Brent crude fell below $100 per barrel. U.S.-Iran diplomacy showed signs of progress, and geopolitical tensions in the Middle East persisted.

Euro yields fall as crude, gas prices retreat on US-Iran talks
German 10-year Bund yield drops to 3.448%, 2-year Schatz yield falls to 3.19% as energy prices decline and diplomatic overtures emerge from New York.

Euro Yields Drop as Crude, Gas Retreat on US-Iran Breakthrough Hopes
Euro-zone government bonds rallied as Brent crude fell below $100 and the Strait of Hormuz reopening prospects eased energy risk premia.

Zelenskyy pushes for trilateral peace meeting, 'energy ceasefire' with Russia
Ukraine's president told Trump at the UNGA he is ready for direct talks with Putin on an energy truce and urged Washington to engage China's Xi on the conflict.


Global oil prices drop below $100 a barrel as Saudi Arabia nears pipeline restart
Global oil prices fell below $100 a barrel as Saudi Arabia moves toward restarting a key pipeline damaged in attacks.

U.S. Stock Futures Flat Ahead of Trump–Xi Summit as Iran Talks Lift Risk Sentiment
Wall Street futures held steady Tuesday night as investors weighed declining oil prices after U.S.–Iran meetings and tech strength driven by Meta's Muse AI agent, with eyes on Thursday's Washington summit.

TotalEnergies approves Ima gas field development in Nigeria
TotalEnergies has approved development of the Ima gas field in Nigeria.

Oil Prices Hit Sixth Day Loss as US-Iran Talks Ease Supply Fears
Brent crude drops below $100 a barrel amid hopes for US-Iran progress and reports Saudi Arabia has restarted its east-west pipeline.

European Central Bank raises interest rates by 25 basis points amid inflation concerns fueled by the Iran war and oil prices exceeding $100 per barrel
The European Central Bank increased its key interest rate by 25 basis points, citing inflation worries linked to the Iran conflict and oil prices above $100 a barrel.

Asian equities rise driven by tech and AI demand while oil prices soften on Middle East supply reports
Asian stock markets advanced as technology and artificial‑intelligence demand boosted equities, while oil prices fell following reports on Middle East supply.

SMI leicht vorab höher, UBS-Kapitalvorschriften und Ölpreis im Fokus
Schweizer Aktienmärkte zeigen leichte Gewinne vor dem Handel, während die US-Börsen uneinheitlich schließen und Ölpreise weiter sinken.

European gas jumps nearly 5% as JERA warns on low reserves
Natural gas prices hit their highest levels since late 2022 as storage remains far below seasonal norms and shipping disruptions in key transit corridors persist.

Gold Rises on Stabilizing Oil, Fed Rate-Hike Fears Ease
Spot gold climbed 0.4% to $4,359.40 an ounce as oil prices steadied after a 9% four-session slide, easing expectations of further Federal Reserve tightening.


Oil Prices Surge on Gulf Supply Disruptions and Saudi Attacks
A spike in crude oil prices driven by geopolitical conflict and supply concerns in the Gulf and Saudi Arabia is raising inflation worries and influencing central bank rate expectations, triggering risk‑off sentiment across global markets.

German Gasoline Hits Record High, Diesel Nears Record
E10 reaches 2.273 euros per liter nationwide as oil prices climb on Middle East supply concerns.

US Markets Mixed as Nasdaq Hits Second Straight Record, Oil Retreats
The Nasdaq extended its record streak to two sessions, fueled by Meta's AI success, while crude oil fell on Iran-Hormuz negotiations and a looming US-China summit dampened energy demand fears.

Evolution Petroleum Reports Cash Flow Strength Amid Midland Basin Growth
Oil producer posts $86.3 million revenue and more than doubled EBITDA as it expands its mineral and royalty portfolio in the Midland Basin and SCOOP/STACK.

Dow Jones holds near flat as US stocks pause ahead of UN speech
Oil prices declined further amid Iran’s diplomatic efforts to resolve tensions with the U.S., while indices like the Nasdaq 100 rebounded slightly after a sharp Monday rally.

Meren Outlines Nigeria, Namibia Growth Plans at Water Tower Research Conference
Meren Energy targets 1.0x net debt/EBITDA and resumes drilling in Q4 as it advances Preowei, Venus and Orange Basin projects.

HighPeak Energy Focuses on Debt Paydown as CapEx Drops Below $300 Million
Oil producer cuts capital spending from over $1 billion to well under $300 million, targeting $8–$9 per share in value relocation from debt to equity at its Water Tower Research conference.

Laredo Oil signs LOI for Argentina project using gravity drainage tech
Texas-based energy developer said it will evaluate deploying its proprietary Underground Gravity Drainage technology in selected Argentine fields.

Frankfurt Stocks Rebound as Oil Prices Retreat From Middle East Tensions
Falling crude eased inflation worries and lifted the DAX 0.6% to 25,739; the MDax gained 1.7% to 31,764 amid geopolitical developments and strong US tech gains.


Oil Prices Drop Below $100 as Middle East Supply Risks Ease
Brent fell below $100 on signs of U.S.-Iran diplomatic progress and an Iranian proposal to reopen the Strait of Hormuz, even as Saudi output rises and freight costs remain strained.

US Stocks Expected to Hold Gains, Oil Price Support Seen
US stock indices are likely to maintain their gains from Monday, with falling oil prices providing support. The Nasdaq 100 is close to its record high, while the Dow Jones Industrial Average is expected to rise slightly.

US Bond Yields Fall as Oil Price Slide Eases Inflation Fears
Fifth straight session of declining crude prices bolstered demand for Treasuries, pulling the 10-year yield below 5% for the first time in a week.

European stocks climb as oil prices fall, M&A buzz lifts Evonik
Fallen crude prices and Middle East diplomacy boost European equities, while KI enthusiasm and takeover speculation add further gains.

Iran signals Hormuz Strait reopening if US lifts sanctions
Diplomatic efforts intensify ahead of UN General Debate amid geopolitical tensions over regional trade routes and oil supply chains.

Bank of America Raises Brent Oil Forecast to $95 on Geopolitical Risks
BofA lifts H2 Brent outlook to $95 a barrel from $83 as Strait of Hormuz disruptions and Middle East tensions underpin the revised estimate.

Oil prices turn negative amid market shifts as crude prices drop
Oil prices moved into negative territory as crude prices fell, affecting global energy benchmarks.

Pound slips as oil-fueled dollar rally undermines gilt appeal
Sterling slid below $1.35 on broad dollar strength driven by rising Brent crude after a Saudi pipeline shutdown, while markets bet on a hawkish Federal Reserve stance.

Pound slips below $1.35 as oil-driven dollar rally weighs
Sterling fell to 1.3482 against the dollar Monday as Brent crude surged over 3% following a Saudi pipeline shutdown, lifting the greenback and dragging euro down as well.


US equities retreat as Brent crude hits 107 USD, Fed focus intensifies
Wall Street declines further amid Brent crude’s 107 USD peak and inflation concerns, with tech and mining sectors hardest hit

Europäische Aktien unter Druck: Schwäche vor Fed-Zinsentscheidung und Energie-KI-Konflikt
Europäische Indizes verlieren weiter an Wert, getrieben durch Erwartungen an eine Fed-Zinserhöhung und steigende Energiepreise, während KI-Investitionen neue Kapazitätsengpässe erzeugen.

AI Safety Concerns, Hormuz Talks Delayed: Market Impact
Stocks and commodities react to AI safety disclosures and geopolitical developments in the Middle East, with oil prices surging and tech stocks declining.

TSX Drops to Five-Week Low as Oil Surge and US Inflation Data Weigh on Markets
Oil prices rise but inflation data and Federal Reserve watch loom as Canadian and global equities face pressure.

Frankfurt opens lower as oil surge and AI fears weigh on Europe's benchmark
Germany's DAX slipped 0.5% to 25,431 and the MDAX fell 1.1% on Monday morning, pressured by rising oil prices from Middle East tensions and new warnings about artificial intelligence risks.

SMI Gains 0.7%, Defensive Stocks Offset AI Selloff as Oil Pushes Above $107
The Swiss benchmark index recovered part of last week's losses thanks to Roche, Novartis and Nestlé, while AI-linked tech names and building-material stocks fell on rising energy costs and Fed rate-hike expectations.

Canadian dollar slips as oil holds above $100, U.S. inflation data takes center stage
The loonie dipped to roughly 72.42 U.S. cents as Brent crude stayed above $100 a barrel, with traders eyeing U.S. producer-price data for clues on the Federal Reserve.

Canadian dollar edges lower as oil holds above $100 on inflation watch
The loonie slipped against the U.S. dollar as investors balanced rising oil prices against trade worries and awaited U.S. producer-price data to guide Federal Reserve policy expectations.

Trump urges Ukraine to halt strikes on Russian oil refineries
President Trump called on Ukraine to stop attacking Russian oil refineries, citing surging global fuel prices and record US diesel costs.


Oil prices surge amid Saudi Arabia strikes, Gulf shipping disruptions and Ukraine-Russia refinery attacks
Oil prices rose as new strikes in Saudi Arabia and Gulf shipping disruptions coincided with escalating Ukraine‑Russia refinery attacks.

Oil Recovers Slightly as U.S.-Iran Talks and Saudi Flows Ease Supply Fears
Brent and WTI climbed modestly in Tuesday Asian trading after four straight sessions of losses, as markets weighed potential U.S.-Iran diplomacy and rising Saudi crude shipments through the Strait of Hormuz.

Gold climbs to $4,359 as oil slump eases inflation concerns, Trump hints at Iran talks
Spot gold rose 0.4% to $4,359.40 amid a 9% oil decline, while Fed rate hike and ETF inflows support the rally; President Trump is set to address the UN later Tuesday.

EU Gas Prices Rally on Storage Deficit and ECB Inflation Pressure
Dutch TTF and British NBP contracts climbed as Europe's underground storage lags the five-year average by 16 percentage points and ECB rate hikes reinforce inflation dynamics.

Frankfurt Stocks Fall on ECB Rate Hike and Oil Surge
Germany's DAX declined 0.84% after the ECB raised its deposit rate to 2.5% and inflation forecasts, while Middle East tensions drove crude prices higher and weighed on industrial shares.

Brent crude breaches $100 as Middle East tensions compress Strait of Hormuz flows
Brent crude settled at $101.21 a barrel Wednesday, the highest close since April, as vessel traffic through the Strait of Hormuz fell below 2 million barrels per day amid renewed US-Iran strikes.

US-Futures steigen, Bitcoin erreicht 8-Monats-Hoch – Ölpreise sinken, Märkte profitieren von Stimmung
US-Futures und Schweizer Börsen eröffnen mit Gewinnen, während sinkende Ölpreise und Bitcoin-Rekordniveaus die Stimmung stabilisieren. Technologiewerte dominieren die Kurse, während die SNB-Zinssitzung und geopolitische Spannungen die Risikostimmung prägen.

Cuba’s Peso Hits Record Exchange Rate Amid Economic Crisis
New banknotes and private exchange markets reflect deepening monetary strain, but reforms lag behind inflation and fuel shortages.

Brent crude slips below $103 support, trades near $100.55
Brent oil fell to $100.55, breaking the $103 support level and entering a $100.44‑$100.47 battle zone, with bearish targets down to $92.35.


US Stocks Rise on Oil Price Decline, Nasdaq 100 Hits 3-Month High
US stock markets saw significant gains on Monday, supported by hopes for diplomatic progress in the Middle East and falling oil prices. The Nasdaq 100 reached its highest level in three months.

US equities rebound on oil price declines, KI optimism
Dow Jones, S&P 500, Nasdaq rise as crude prices drop amid geopolitical hopes and tech sector gains

US equities rebound as oil prices ease, aiding markets ahead of UN and US-China talks
Dow Jones, S&P 500, Nasdaq rise as oil prices decline, while geopolitical hopes and AI discussions boost investor sentiment.

US Stocks Rise on Diplomatic Hopes, Crypto and Tech Stocks Gain
US stock markets show gains as investors await Trump-Xi meeting and benefit from falling oil prices. Crypto and tech stocks also see gains.

Ölpreisrückgang stärkt europäische Aktienmärkte trotz geopolitischer Spannungen
Technologiewerte dominieren, während Ölpreise und diplomatische Hoffnungen die Börsen ermutigen – aber KI-Aktien bleiben unter Beobachtung.

Eurozone equities rise on oil price drop, KI optimism
European markets advanced Monday on lower crude prices and diplomatic hopes for Middle East stability, with tech stocks leading gains amid US-China KI talks.

Commodity vessel traffic through the Strait of Hormuz drops sharply to a dozen transits over the weekend amid US-Iran stalemate
Commodity vessel traffic through the Strait of Hormuz fell to a dozen transits over the weekend as US‑Iran tensions persisted.

GBP Dips as Dollar Strength Persists Amid Fed Hike Expectations and Oil Price Trends
The pound sterling weakened slightly against the dollar as markets weighed bets on a Federal Reserve rate hike and Brent crude prices near $110 per barrel.

European Stocks Slide After ECB Lifts Rates to Highest Since April 2025
STOXX 600 fell 0.7% as the European Central Bank raised its deposit rate by 25 basis points to 2.50%, while Brent crude breached $100 a barrel amid surging eurozone inflation.


Euro Yields Hold Multi-Year Peaks as Crude Surges Ahead of Central Bank Decisions
German bunds stay near 13-year highs as Brent crude jumps to $112 a barrel on Middle East tensions, with Fed and ECB policymakers bracing for fresh inflationary pressure.

SNB Faces Rising Risk of Earlier Rate Hike Amid Rising Swiss Inflation
UBS and other economists now assess a higher likelihood of the Swiss National Bank raising rates sooner than previously expected, driven by inflation pressures and geopolitical risks.

FTSE 100 rises on oil supply fears, GBP weakens as Brent climbs 4.4%
Energy stocks led gains as Brent crude futures surged on concerns over Middle East supply disruptions, while sterling fell against the dollar.

European stocks retreat on AI safety concerns, Fed rate bets dampen gains
European indices decline as AI sector stocks falter amid regulatory uncertainty, while oil prices rise on geopolitical tensions and Fed rate hike expectations weigh on risk appetite.

UIL Limited reports 10.8% NAV gain in August
UIL Limited's net asset value (NAV) total return rose 10.8% in August, outperforming the FTSE All Share Total Return Index by 10.1%.

SMI opens higher with Galderma, Sandoz debuts amid KI chip demand
Swiss equity markets expected to start the week on a positive note, with the SMI index poised for gains as pharmaceutical firms Galderma and Sandoz make their debut. Meanwhile, oil prices retreated despite escalating tensions in the Middle East.

SMI drops 0.47%, oil above $100 weighs on global equities
Swiss benchmark closed lower as crude prices surpassed $100 a barrel for the first time since May, while ECB raised rates as expected and US producer prices came in hotter than forecast.

Swiss producer and import prices rise 0.7% in August as energy costs climb
The Federal Statistical Office reported a 0.7% month-on-month increase in the combined producer and import price index to 100.4 points, driven by higher oil and gas prices. Annual PPI remained negative at -0.7%, while the consumer price index rose to 0.8% year-on-year in August 2026.

US stock futures inch up ahead of expected Fed rate hike
Dow, S&P 500 and Nasdaq futures rose modestly as traders priced in a 25‑basis‑point Fed increase to 3.75‑4% on Wednesday, the first hike since 2023.


Imperial Petroleum Posts Record Q2 Revenue on Geopolitical Shipping Tensions
Maritime tanker operator reports $87.1M in quarterly revenue, up nearly 140% year-over-year, as Strait of Hormuz disruptions drive freight rates higher.

Transat Posts Q3 Loss as Jet Fuel Prices Sink Profitability
Canadian leisure carrier reported an adjusted loss of $2.18 per share on CAD 793M in revenue, as 56% fuel price growth wiped out operating profit and forced reliance on government lending.

US Embassies Issue Security Alerts Over Houthi Attacks on Saudi Arabia
The United States has issued security alerts at its embassies in response to Houthi attacks targeting Saudi Arabia, raising regional security and energy supply concerns.

Oil Prices Climb Further on Escalating Middle East Tensions
Brent crude surged past $105 as Iran-backed Houthis seized Yemen's strategic port of Mokha, while European gas also climbed above €80/MWh for the first time since late 2022.

Huthi rebels seize control of strategically important port city of Mokka
Iran-backed Huthi rebels have taken control of the strategically important port city of Mokka in Yemen, expanding their influence over the Bab al-Mandab Strait, a key shipping route. The move has raised concerns about potential blockades and increased Brent crude oil prices.

Imperial Petroleum Posts Record Q2 Revenue, Beats EPS Estimates
Greek shipping firm reports $87.1M in quarterly revenue, up 140% year-over-year, as tanker and dry-bulk rates surge alongside higher crude prices.

US Stocks Slip as Oil, Fed Rate Hike Fears Weigh on Markets
The Nasdaq 100 and S&P 500 gave up ground Thursday as rising oil prices, the ECB rate hike, and inflation concerns overshadowed chip-sector losses tied to Deepseek competition.

Valkor Begins Drilling at Utah Oil Recovery Site; Quadrise Receives Update
Quadrise says Valkor has started drilling two pilot wells at Utah's Asphalt Ridge site, with production of roughly 1,000 barrels a day targeted for 2027.

Oil prices decline for a third consecutive session amid easing concerns over Saudi supply disruptions
Oil prices fell for a third day as worries about Saudi supply disruptions eased.


Gold climbs as investors digest Fed rate hike, signal further tightening, and oil rally stalls
Gold prices rose while oil's rally stalled after the U.S. Federal Reserve announced an interest‑rate increase and signaled additional tightening.

Touchstone Exploration reports Trinidad output near 4,400 boe/d
Touchstone Exploration said its Trinidad production is close to 4,400 barrels of oil equivalent per day.

US equities slide as Fed, oil prices and inflation concerns weigh on markets
Dow Jones, Nasdaq 100 and S&P 500 all decline amid geopolitical tensions, rising oil prices and investor fears of Fed rate hikes

US Markets Slip on Higher Producer Prices; Oil Tops $100
The Dow fell 0.3%, the S&P 500 lost 0.5% and the Nasdaq dropped 0.7% as unexpected US producer-price growth stoked inflation worries and pushed WTI crude above $100 a barrel for the first time since May.

SMI Expected Higher After Tuesday Loss; Markets Await Fed Rate Call
The Swiss Market Index opens in positive territory ahead of a widely expected 25-basis-point rate hike by the US Federal Reserve, while oil retreats and crypto stocks stumble on regulatory headlines.

Permian Resources Surges to All-Time High on Earnings Beat and Raised Guidance
Permian Resources shares hit $24.15, a new high, after the E&P company reported second-quarter earnings and revenue that topped estimates and generated record free cash flow.

Market Analysis Focuses on Iran Conflict Resolution, Oil Prices and Energy Stocks
Market commentary and insider buying activity are tracking potential developments in the Iran conflict and their implications for crude oil prices and energy equities.

Kashkari Says Inflation Pressures Extend Beyond Oil Prices
Minneapolis Fed President Neel Kashkari argued that US price pressures run deeper than energy costs, even as crude prices eased and the central bank holds rates at 3.75%-4.00%.

Brent crude surges past $100 amid tanker attacks and supply fears
Oil prices rose sharply on Thursday, driven by escalating tensions in the Red Sea and broader supply concerns as Brent crude climbed above $100 per barrel.


US equities and commodities face pre-market declines amid inflation fears, oil volatility
Dow Jones and Nasdaq pre-market losses signal further Wall Street weakness; copper prices retreat after record highs amid US import speculation.

DAX Expected Lower Open Amid Oil Prices, AI Concerns
Frankfurt opens in negative territory as oil climbs on Gulf tensions and new AI safety warnings weigh on tech-sensitive indices.

Oil Futures Pull Back From Gains as Hormuz Reopening Talks Ease Supply Fears
Crude retreated after recent surges as discussions emerged on reopening the Strait of Hormuz, while the IEA's latest report added to bearish demand sentiment.

Asian Markets and Oil Prices Pause Ahead of U.S. Fed Policy Decision
Bond yields, crude benchmarks, and major equity indices across Asia are consolidating as traders await the upcoming Federal Reserve policy decision.

UK Inflation Expected to Rise to 3.1% in August on Fuel and AI Pressure
British inflation is forecast to climb from 2.9% to 3.1%, driven by higher fuel costs and an "AI-flation" effect from chip shortages, while gilt yields hit a 2007 high.

EZB erhöht Leitzins auf Rekordhoch – Inflation bleibt über Zielwert
Die Europäische Zentralbank (EZB) hob den Einlagensatz auf 2,50 % an, nachdem die Inflation im Euroraum bei 3,3 % blieb und über dem Zielwert von 2,0 % lag.

Oil futures pull back following discussions on reopening the Strait of Hormuz and the monthly IEA report
Oil futures fell after talks about reopening the Strait of Hormuz and the latest IEA report.

ECB Raises Key Interest Rate to 2.5%, Highest Since Early 2025
The European Central Bank hiked its deposit facility rate by a quarter-point to 2.50%, citing persistent inflation well above its 2% target amid Middle East conflict-driven energy costs.

Markets Price 90% Chance of First Rate Hike Under Fed Chair Warsh
Financing-indicator odds sit near 90% for a 25-basis-point lift at Wednesday's FOMC meeting, pushing rates to 3.75%-4.00%. Inflation remains at 3.4%.


SMI Reclaims Gains Before ECB, Copper Retreats From Record, Oil Holds Above $100
Swiss blue chips reversed morning losses ahead of an almost certain 25-basis-point ECB rate hike, while copper fell 2.2% from a record and Brent crude stayed above $100 on Middle East risk.

TotalEnergies signs pact for possible Venezuela energy return
The French oil major inked a memorandum of understanding with Venezuela's state oil firm in Caracas, marking a potential reversal after its 2021 exit from the country's oil and gas operations.

TotalEnergies signs deal to enable return to Venezuela
TotalEnergies has signed a deal that could facilitate its re‑entry into the Venezuelan market.

European Stocks Slip Ahead of ECB Rate Decision as Oil Prices Rise
The EuroStoxx 50, FTSE 100 and SMI edged lower on Thursday as investors awaited the European Central Bank's anticipated 25‑basis‑point rate hike. Higher oil prices and inflation worries weighed on sentiment, while autos gained and technology lagged.

Gold rises to $4,328 as traders brace for Fed rate decision
Spot gold gained 0.8% to $4,328.39 as investors awaited the U.S. Federal Reserve's upcoming policy meeting, while oil prices eased.

Brent crude breaches $100 a barrel as Middle East tensions and tanker attacks fuel supply concerns
Brent crude futures rose above $100 a barrel, driven by escalating Middle East conflict and attacks on tankers that are heightening fears of physical supply disruptions.

Asian Stocks Slip on AI Slowdown Fears as Oil Surge Fuels Rate-Hike Odds
Asian equities fell as concerns over a deceleration in artificial-intelligence development weighed on tech shares, while oil climbing above $107 lifted swap-trader odds of a Federal Reserve rate increase.

Swiss Market Open Under Pressure as US Futures, Oil Rise and FX Shifts Dominate
Asian markets and Swiss equities face headwinds from rising Brent crude, US futures declines and expectations of Fed rate hikes.

SMI higher ahead; Fed wait, oil dip weigh on Wall Street
The Swiss Market Index opens 0.3% higher as traders position ahead of the US Federal Reserve's rate decision. Oil retreats after a sharp Tuesday rally.


Saudi Arabia informs European refiners of next month crude delivery halt due to East-West pipeline shutdown
Saudi Arabia has told European refiners that crude shipments will pause next month because the East-West pipeline is being shut down.

Brent crude breaches $100 a barrel as Middle East war widens and shipping attacks intensify
Brent crude oil prices have moved above $100 a barrel amid a widening Middle East conflict and shipping attacks.

Japan posts trade deficit for fourth month as soaring oil prices stoke import costs
Japan's trade balance slipped into negative territory for a fourth straight month, weighed down by steep energy import bills amid elevated global oil prices.

Wall Street Rallies as Oil Prices Retreat Further
US stock indexes posted broad gains Thursday, led by tech and semiconductors, as falling oil prices offset the impact of the Federal Reserve's first rate hike in three years.

Chevron Breaks All-Time High as Venezuela Deal Expands Output Outlook
The oil major broke through its March 2026 peak, with production in Venezuela's Orinoco belt set to more than double and earnings expected to climb toward $18–20 per share.

European natural gas holds near multi-year highs as Gulf tensions weigh on supply
Dutch gas trading at 79.64 euros per MWh amid Strait of Hormuz disruption risks; EU storage remains well below seasonal norms.

SMI Reverses to Loss as Novartis Rises, Alcon Drags; Oil Holds Above $100
The Swiss benchmark reversed an early gain to trade 0.2% lower, weighed by geopolitical risk and oil prices over $100. Novartis climbed 1.2% while Alcon lagged.

Explosions Near Riyadh Airport Escalate Middle East Conflict
Explosions were reported near Riyadh airport as supply disruptions affect Saudi crude exports and broader energy supplies.

Brent crude oil prices surge past $100 per barrel amid ongoing Middle East conflict and Iran war disruptions
Brent crude oil prices have risen above $100 per barrel, driven by Middle East conflict and Iran war disruptions.


Brent Holds Above $100 as Oil Swings on Conflicting Middle East Supply Signals
Brent crude oscillates between Middle East escalation and easing Saudi supply risks, with trading economics reporting a dip to $103 as WSJ highlights persistent Gulf supply fears.

US crude oil production hits June record at 13.79 mbl/d as demand rises
Energy Information Administration data shows production and demand both climbed in June, though records remain from earlier in the decade.

US stocks rebound on oil dip, Fed credibility; Generac surges on $8B Amazon deal
Wall Street opens higher as falling oil prices and investor comfort with the Fed's rate hold offset concerns over a strained Saudi pipeline. Pre-market movers include Generac, AI names and Amazon suppliers.

EnQuest eyes BP's North Sea assets in potential acquisition
U.K. producer EnQuest confirms interest in buying BP's North Sea oil and gas business as BP moves to sell the division after six decades of operation.

Euro Zone Yields Hold Near Multi-Year Peaks Ahead of ECB Decision
German bund yields hovered near multi-year highs as energy-driven inflation pressured the ECB, while surging U.S. PPI data pushed Treasuries higher and reshaped rate-hike expectations.

Houthis Advance Toward Key Red Sea Island, Threatening Global Oil Chokepoint
Iran-backed militants reportedly moved onto Yemen's Perim Island after seizing the port of Mokha, intensifying risk to the Bab el-Mandeb Strait and pushing oil prices higher.

Trump warns Iran over Pickaxe Mountain activity amid escalating tensions
U.S. President Donald Trump advises Iran not to escalate at Pickaxe Mountain, a suspected nuclear site, following a series of attacks on tankers near the Strait of Hormuz.

Oil drops for third session as Saudi restores East-West pipeline; gold, USD rise on BoJ hike
Oil fell for a third straight day on Saudi pipeline restoration plans, while gold climbed near $4,415 and the dollar held above 100 following the Bank of Japan's sixth rate hike to 1.25%.

Oil Near $100 Tests Private Credit Borrowers Stressed by High Debt Costs
Leveraged private credit borrowers face mounting pressure as oil approaches $100 amid concerns that inflation could once again push interest rates higher.


Eurozone yields near record highs ahead of ECB rate decision
German Bunds and U.S. Treasuries both hit multi-year peaks as inflation data and Fed policy expectations shape market expectations.

Satellite images reveal damage to Saudi Arabia's East-West oil pipeline
Saudi Arabia temporarily closed the East-West pipeline, a key crude oil export route, following drone attacks. Oil prices have rallied amid growing supply concerns in the Middle East.

Saudi Pipeline Closure Threatens 4M Barrels/Day of Oil Supply
Saudi Arabia’s East-West pipeline shutdown risks disrupting 4 million barrels per day of crude exports, raising oil prices amid regional tensions and dwindling global inventories.

Brent crude futures surge past $100 a barrel amid escalating US-Iran conflict and supply fears
Brent crude futures moved above $100 a barrel amid heightened US‑Iran tensions and supply concerns.

TotalEnergies Finds Oil in Angola's Block 17, Production Set for September
The Acacia-5 well adds 6,000 barrels per day expected from existing FPSO capacity in the Lower Congo Basin.

Sintana Energy Secures 5% Stake in Angola’s Kwanza Basin Block KON-16
Deal valued at $2.5 million includes net profit interest terms and targets pre-salt exploration by 2027, pending regulatory approvals.

Iran Flags Soaring Inflation, U.S. Tightens Sea Blockade and Sanctions
Iran's interior ministry called steep price rises 'worrying' as bread costs doubled in a week, while the U.S. expanded sanctions targeting Tehran's key economic sectors.

Global central banks drive coordinated credit tightening amid inflation pressures
The Fed, ECB, Bank of England and Bank of Japan move in parallel as Middle East conflicts fuel energy-price inflation, with markets pricing nearly four more quarter-point hikes over the coming year.

United Oil & Gas commissions drilling feasibility study for Jamaica’s Walton-Morant licence
The AIM-listed firm engages NRG Well Management to evaluate offshore drilling logistics, costs and timelines ahead of potential development of the Walton-Morant licence in Jamaica’s Gulf of Mexico.


Prediction Markets Price New U.S. Gas Highs as Oil Tops $100
Kalshi traders see a 71% chance American pump prices will exceed $4.60 this year as Iran tensions push WTI crude above $103 a barrel.

UK flight disruptions clear; Primark to offer home delivery
Flight schedules in the UK are expected to return to normal after a technical issue caused over 2,000 cancellations. Primark's parent company plans to spin off the retailer and introduce home delivery services.

Swiss SMI up 0.2% pre-market as 18 of 20 components rise
Alcon shares decline sharply amid pre-market trading; Brent crude stays above $100 amid geopolitical tensions

U.S. Consumers Hit With $100 Billion in Extra Fuel Costs as Oil Surges Above $100
Americans have spent an additional $100 billion on fuel since the start of the Iran conflict, as crude prices remain above $100 a barrel.

Gulf Bourses Drop Sharply After Houthi Attack, Hormuz Shipping Slump
Gulf stock exchanges fell sharply as a Houthi attack and reduced shipping through the Strait of Hormuz fueled regional risk aversion and energy market volatility.

Saudi alerts rise as Yemen fighting curtails key oil shipping lanes
Intensified clashes between Saudi forces and Yemen's Iran‑backed Houthis have lowered vessel traffic through the Bab el‑Mandeb Strait and disrupted the Strait of Hormuz, tightening global oil routes.

European stocks recover on bond market calm ahead of ECB rate hikes
European equities advanced on Thursday after bond yields eased, reversing three straight sessions of declines as central bank expectations shifted toward further tightening in mid-2027.

SMI Expected Lower as Oil Above $100 Weighs on Global Markets
Swiss index slides amid rising oil, inflation fears; Meta surges on AI launch while Asian stocks dip.

US stocks rise as oil prices retreat after Fed rate hike
Wall Street recovered on Thursday with all three major indices posting gains as oil prices pulled back from recent highs, offsetting initial disappointment from the Federal Reserve's first rate increase in three years.


Brent crude oil prices rise above $100 a barrel amid escalating Middle East conflict
Brent crude oil prices have climbed past $100 a barrel amid heightened conflict in the Middle East.

SMI falls again as oil and inflation fears weigh on global markets
Swiss index slumps amid rising oil prices and US inflation concerns; Meta surges 6.6% on AI announcement.

Oil Pares Losses as Saudi Pipeline Damage and Strait of Hormuz Traffic Disrupt Oil Markets
Brent and WTI recover from session lows after attacks on Saudi Arabia's East-West Pipeline, while Strait of Hormuz vessel traffic falls to under a quarter of its 10-day average.

Oil Prices Continue to Fall Despite Physical Crude Scarcity
Global oil prices persist in declining even as shortages in physical crude supply remain a factor.

Gold Holds Steady Near $4,346 Ahead of Fed Decision on Rate Hike
Spot gold trades at $4,346.46 an ounce as markets price in a 92% chance of the Federal Reserve's first rate hike since 2023, while the 10-year Treasury yield hits a 2007 high.

Daily Global Financial Calendar: Sept. 10 — ECB Rate Call Tops Busy Data Day
The ECB's interest-rate decision leads a crowded schedule that includes US wholesale trade, factory-gate prices, jobless claims, and major corporate earnings from Adobe and Macy's.

Oil prices dip as US inventory build offsets Middle East supply concerns
Brent fell 1.4% to $107.27 and WTI 2.0% to $103.68 as API data showed a 7.14 million‑barrel inventory rise, while Houthi attacks disrupted Saudi export routes.

Brent crude oil prices surge above $100 a barrel, hitting multi-week high amid intensifying Middle East conflict
Brent crude surpassed the $100 per barrel mark, reaching its highest level in several weeks as Middle East tensions rise.

SMI und US-Märkte unter Druck: Inflation, Zinsen und Nahost-Konflikt belasten Aktien
Der Schweizer Leitindex SMI und US-Aktienmärkte erleben am Donnerstag weitere Verluste, getrieben durch Sorgen um Inflation, Zinspolitik und geopolitische Spannungen.


Oil and U.S. Treasury Yields Hit Seven-Year Correlation High
Tight lockstep between yields and crude prices is intensifying cross-asset volatility and macro inflation concerns.

Oil prices decline following an unexpected build in U.S. crude inventories amidst ongoing Saudi supply concerns
Oil prices fell after U.S. crude inventories rose unexpectedly, while concerns about Saudi supply persisted.

Oil Swings as Houthi Strikes Hit Saudi Arabia and U.S. Inventories Build
Crude prices oscillated sharply after Houthi attacks on Saudi infrastructure and a pipeline shutdown, while an unexpected rise in U.S. stockpiles offset early geopolitical risk premiums.

Gold climbs over 1% as subdued dollar and oil rally lift metal
Gold rose more than 1% against a weaker US dollar, with traders awaiting upcoming US inflation data and reacting to an oil rally.

Oil prices jump more than 2% following new Houthi strikes on Saudi Arabia and the Strait of Hormuz
Oil prices rose over 2% after reports of new Houthi attacks on Saudi Arabia and the Strait of Hormuz.

US 10-Year Treasury Yield Approaches 5% on Oil, Rate Hike Fears
The benchmark US 10-year Treasury yield nears the psychologically significant 5% level as elevated oil prices and growing concerns over potential Federal Reserve rate hikes weigh on markets.

Diplomatic Talks on Strait of Hormuz Stalled as Houthi Attacks Escalate
Oman postpones meeting on the Strait of Hormuz proposal after Iran demands its conditions be met, even as Houthis launch fresh attacks on Saudi Arabia and crude prices spike.

Oil prices rise over 3% amid Middle East tensions, Hormuz Strait delays
Brent crude briefly exceeded $108, WTI climbed 2.8% as geopolitical risks tighten global supply chains

Gold, silver extend rebounds as Fed hawks signal more rate hikes
Precious metals climb toward key resistance levels after the Federal Reserve's 25-basis-point increase, while oil and Treasury yields ease amid Strait of Hormuz tensions.


Gold Steady Near $4,400 as Inflation Data Looms
Gold prices held firm around $4,400 an ounce as traders positioned ahead of U.S. inflation readings that could shape expectations for a Federal Reserve rate hike.

SanDisk Highlights AI Demand to Drive NAND Growth, Targets 2028–2030
SanDisk CEO David Goeckeler outlined a strategic push for high-bandwidth flash memory to meet AI-driven data center demand, securing long-term contracts and financial targets.

Gold climbs over 1% amid a subdued US dollar and ongoing oil rally ahead of US inflation data
Gold prices rose over 1% as the US dollar weakened and oil prices continued to gain ahead of upcoming US inflation data.

Renewed US‑Iran strikes raise Middle East tensions, send equity indices lower and affect oil prices
New US‑Iran strikes have heightened Middle East tensions, contributing to declines in major equity indices and influencing oil prices.

Frankfurt stocks extend rally on Fed rate hike and lower oil
DAX climbs 1% to 25,800 as Fed's first rate increase since 2023 calms markets and Brent crude continues to fall.

Oil prices rise further as U.S.-Iran conflict worsens
Oil prices continued to climb as tensions between the United States and Iran escalated.

US Stocks Poised for Gain as Fed Lift, Softer Oil Ease Inflation Fears
Dow and Nasdaq futures point higher after the Federal Reserve's first rate increase in three years, while softer oil and easing inflation anxiety bolster sentiment.

US Stocks Retreat as Oil Tops $100 Ahead of Inflation Data
Wall Street gave up gains as crude prices crossed the $100 mark and Treasury yields climbed, with investors bracing for coming inflation figures.

Iraq oil exports rebound in August amid discounts and Iran approval
Iraq's oil exports rose to 2.34 million barrels per day in August, up from 1.35 million bpd in July, as discounts and Iran's approval for tanker passage contributed to the recovery.


Brent crude breaches $100 a barrel amid escalating Middle East conflict and tanker attacks
Brent crude rose above $100 a barrel as Middle East conflict and tanker attacks intensified.

Oil Above $100 Weighs on U.S. Stocks; Meta Surges on AI Launch
Dow and S&P 500 fell as Brent crude surpassed $100 for the first time since July, while Meta jumped 6.6% on the debut of its Muse AI agent.

Oil prices rise after Saudi pipeline shutdown and Hormuz vessel attack
Oil prices have risen following the shutdown of Saudi Arabia's East‑West pipeline and a vessel attack in the Strait of Hormuz amid a widening conflict with Iran.

Japanese yen strengthens as dollar wobbles and oil nears $100
The yen gained against a weakening greenback as oil prices climbed toward $100, weighing on market sentiment.

Bitcoin holds $78K amid Fed hike, Clarity Act setback as Q3 rally persists
Bitcoin’s September performance defies historical sell-offs, with a 1.5% drop contrasting a 32% Q3 gain—despite Fed rate hikes, oil spikes and regulatory setbacks.

SMI in Red, 8 of 20 Blue Chips Gain; Nestlé Loses After Russia Report; Gold Rises
Swiss stock market closes lower after a positive week; gold prices increase amid rising interest rates; Nestlé shares fall after Russia business report.

Federal Reserve Rate Decision Under Warsh Accompanied by Oil Price Retreat and Wall Street Sentiment Boost
The Federal Reserve's rate decision under Chair Kevin Warsh, coupled with falling oil prices and improved Wall Street sentiment, has lifted a long-standing overhang on financial markets.

European Natural Gas Set to End Five-Week Winning Streak
Dutch TTF and UK NBP wholesale gas prices face weekly losses despite a Friday rebound driven by Middle East geopolitical risks, while EU storage sits at 68.5% ahead of autumn demand.

Eurozone yields drop as Fed hike eases duration pressures
German Bund yields fell for the first time in six weeks as post-Fed rate action calmed investor concerns over long-duration assets.


GBP/USD rises as UK retail sales beat forecasts
Sterling gains as UK retail sales unexpectedly rise 0.5% in August, while dollar cools amid moderating oil prices.

German Dax Opens Lower on Big Expiry Day as Oil Eases, Tech Stocks Mixed
The Dax slipped 0.4% to 25,621 points at the Frankfurt open, though it remains marginally up 0.1% for the week. Tech shares showed divergent moves, with Infineon and Siltronic gaining on analyst upgrades while Deutsche Telekom fell after a negative Orange rating.

Swiss SMI Mixed as Russia-Related Risks and Fed Zinserhöhung Weigh
The Swiss equity market closed mixed Friday amid geopolitical tensions, Fed rate hike expectations, and sector-specific developments. Nestlé faced losses tied to Russia-related regulatory changes, while Sandoz and Leonteq gained from new partnerships and institutional investments.

Spot gold edges higher supported by a softer U.S. dollar and lower oil prices.
Spot gold prices rose as the U.S. dollar weakened and oil prices fell.

TotalEnergies sells African midstream stake to GIP for $1.8bn
Energy major partners with BlackRock-owned infrastructure fund on African oil and gas infrastructure in a deal valuing assets at $1.8 billion with a 15-year tariff structure.

US Bans Select Canadian Goods as Oil Surges Toward $100
Washington imposes tariffs on Canadian dairy, alcohol and motorcycles, while Brent crude nears $100 on Middle East tensions ahead of key U.S. inflation data.

Wall Street Falls on Surging Oil Prices and Fed Rate-Hike Fears
Dow dropped 1.18% and Brent crude neared $99.32 as Middle East tensions and inflation readings ahead kept pressure on equities.

European Central Bank widely expected to hike interest rates amid surging oil prices and ongoing U.S.-Iran conflict
The ECB is anticipated to raise rates as oil prices climb and the U.S.-Iran situation persists.

Meta Surges 6.4% on AI Agent Launch; Oil Weighs on Dow
The Dow fell 0.5% to a July low as oil surged above $100 a barrel, while Meta jumped after unveiling its Muse AI agent amid broader tech- and energy-sector moves.


Brent crude futures advance toward $100 per barrel, chilling global market sentiment
Brent crude futures are moving toward the $100 per barrel level, affecting market sentiment worldwide.

Europe faces rising economic and political pressure as gas reserve restocking stalls and diesel and refined oil prices near record
Europe confronts growing economic and political strain linked to delayed natural gas reserve restocking and near‑record diesel and refined oil product prices.

Bearish sentiment on emerging Asian currencies deepens as oil surges amid Middle East tensions and higher US yields
Emerging Asian currencies face growing bearish pressure as oil prices rise on Middle East geopolitical tensions and US Treasury yields increase.

Bitcoin stalls near $80K amid yen strength and US-Iran tensions
Bitcoin’s price failed to break $80,000 as yen gains and geopolitical risks weighed on risk assets.

NYSE closes lower as oil prices and Fed rate decision loom
The New York Stock Exchange saw a decline on Tuesday as investors remained cautious ahead of the Federal Reserve's interest rate decision. Rising oil prices exacerbated the market's downward pressure.

Frankfurt Stocks Tumble as Brent Crude Breaks $100
The DAX fell 1.66% to 25,576.45 as Brent crude surpassed $100 a barrel, weighing on European equities ahead of the ECB's expected rate hike.

SMI closes with biggest daily loss since March; Nestlé, Richemont hit three-month lows
Swiss Market Index (SMI) suffered a significant decline, with Nestlé and Richemont reaching three-month lows amid rising oil prices and inflation concerns. DocMorris surged on new bond issuance plans.

Teekay Tankers stock surges to 52-week high at $94.56 USD
Teekay Tankers Ltd's stock reaches a 52-week high of $94.56 USD, trading near this peak. The company reported strong second-quarter results, driven by record tanker rates.

Eurozone Inflation Holds at 3.2% in August, May Climb Further
Eurozone inflation held at 3.2% in August despite an energy-driven spike, but economists warn secondary effects could push it past 4% by late 2027.


Bitcoin Tests 2022 Parallel as Fed Resumes Rate Hikes
The Federal Reserve delivered its first increase in over three years, lifting rates to 3.75%-4%. Bitcoin, down roughly 40% from its October high, mirrors its position before the 2022 tightening cycle began.

Diesel Prices Hit Record High in Germany
German fuel costs surge to new peaks as diesel averages €2.453 per liter, surpassing the April 2026 record, while Super E10 also reaches an all-time high at €2.314.

Diesel prices hit U.S. record as inflation pressures mount
Geopolitical tensions and tight refinery capacity push diesel to $6.29 a gallon, raising inflation fears and prompting Fed rate hikes despite oil supply disruptions.

SMI startet mit Kursziele-Updates und Franken-Rückgang
Schweizer Aktien erhalten neue Bewertungen, während der SMI auf leichtem Plus startet und der Franken unter Druck gerät – Ölpreise sinken nach geopolitischen Unsicherheiten.

Oil prices rise to four-month highs amid Red Sea export disruptions
Saudi Arabia’s Yanbu port disruptions from Houthi attacks push Brent and WTI to fresh peaks as global supply chains tighten.

SMI set for higher open; oil eases; Fed lifts rates again
Swiss markets brace for a firmer start as oil retreats from four-month highs, the Fed delivers its first hike in over three years, and AI-focused semiconductor names remain in demand despite broader US equity weakness.

U.S. energy producer to unveil major investment into Venezuela
A U.S. energy producer plans to announce a major investment in Venezuela's energy sector.

Oil prices pull back from four-month highs as Middle East supply disruption fears ease
Oil prices have retreated from recent four‑month peaks as concerns over Middle East supply disruptions have lessened.

Dow Jones und S&P 500 sinken unter Druck von Ölpreisanstieg, Nasdaq profitiert von Meta-KI-Ankündigung
US-Aktienmärkte zeigen Schwäche, während Ölpreise und Fed-Erwartungen die Stimmung belasten – Meta-KI-Start treibt Tech-Aktien an.


Oil prices steady amid cooling Middle East supply jitters
Oil prices held steady as concerns over Middle East supply eased.

Crude oil futures rise as Brent tops $100 amid Middle East conflict and Gulf supply worries
Brent crude futures moved above $100 a barrel as geopolitical tensions in the Middle East and supply concerns in the Persian Gulf weighed on markets.

Japan posts fourth straight monthly trade deficit on soaring Middle East oil costs
Japan recorded a fourth consecutive monthly trade deficit in August as surging oil import bills driven by Middle East conflict-related supply risks weighed on the economy.

US Stocks Retreat as Oil Hits $100; Meta Lifts Nasdaq
Wall Street extended losses midweek on renewed oil-price pressure, while Meta’s AI-agent launch steadied the Nasdaq. Brent crude surpassed $100 for the first time since July.

ConocoPhillins shares reach 52‑week high of $137.57
ConocoPhillips stock rose to a 52‑week peak of $137.57, up 45% over the past year, as earnings beat estimates and UBS lifted its price target to $153.

Brent Crude Breaches $100 a Barrel Amid Middle East Conflict Escalation
Brent crude futures climbed above $100 a barrel as escalating conflict in the Middle East and tanker attacks pushed oil prices higher.

Dollar strength, oil surge push Treasury yields to 2007 highs ahead of Fed hike
U.S. currency climbs as oil prices near four-month peaks and Fed rate-hike expectations rise, while euro falls to one-month lows amid geopolitical tensions.

US stocks slip ahead of Fed decision as oil prices rise
The Dow Jones, S&P 500 and Nasdaq 100 declined on Tuesday amid higher oil prices and ahead of the Federal Reserve's expected 0.25 percentage point rate increase, while Bitcoin and related equities fell.

US Stock Futures Eye Fed Decision as Yields and Oil Prices Rise
US equity futures and markets are focused on the upcoming Federal Reserve policy decision amid rising Treasury yields and climbing oil prices.


Marathon Petroleum shares hit all-time high of $409.63
Marathon Petroleum stock rose to $409.63, up 147% year‑to‑date, after Q2 earnings beat forecasts and analysts lifted price targets.

Phillips 66 Shares Hit Record as Q2 Earnings Beating Expectations
Refinery giant's stock climbed to 265.47 USD after adjusted earnings of $9.41 per share crushed Wall Street forecasts, fueling a near-doubling year-to-date.

Ecopetrol Board Member Hildebrando Vélez Galeano Resigns Effective Immediately
The resignation of Hildebrando Vélez Galeano from Ecopetrol’s board takes effect today, according to a company press release. Ecopetrol, Colombia’s largest firm, retains a 51.4% stake in ISA and said its board can continue operating with the remaining members.

DAX Edges Lower as Oil Prices and Geopolitical Risks Weigh on Frankfurt
The DAX dipped 0.15% to 25,402.28 after an early sell-off, while defense and steel stocks gained and chemical names fell ahead of the Fed meeting.

Eurozone Stocks End Slightly Down Amid Fed Decision Prep
European markets closed with modest losses on the eve of the Federal Reserve’s rate decision, despite rising oil prices.

UBS raises Brent crude forecasts to $95 by year-end amid supply risks
Oil inventories fell sharply, Brent topped $100, and geopolitical tensions sustain upward pressure on prices.

ExxonMobil Highlights Synergies, Guyana Cost Recovery Amid $25B Growth Plan
ExxonMobil’s CFO outlines $4B annual synergies from Pioneer deal, $55B cost recovery in Guyana ahead of schedule, and a $25B earnings growth target by 2030.

SMI closes down 0.5% amid Fed hawkishness, oil price rises
Swiss market leaders UBS and Partners Group fell sharply; Swisscom and ABB outperformed. US indices declined as Fed rate hike expectations weighed on risk appetite.

Dow Jones, Nasdaq 100 Expected to Decline as Rising Oil Prices Weigh
US stock markets anticipate further declines amid rising oil prices, fueling inflation concerns and raising interest rate expectations. Oil prices surge amid renewed attacks in the Persian Gulf, with Brent crude exceeding $100 per barrel for the first time since July.


Brent crude hits $100 again amid geopolitical tensions
Oil markets remain volatile despite gradual price increases, as supply disruptions and demand shifts shape the outlook.

US stocks open lower; BlackRock maintains overweight on equities
Wall Street starts in the red ahead of a likely Fed rate hike. BlackRock sees corporate earnings providing a buffer against higher borrowing costs and oil above $100 a barrel.

Polish Energy Giant Orlen Loses $230M in Venezuelan Oil Deal Involving USDT
Poland's Orlen suffered a $230 million advance payment loss in a November 2023 Venezuelan crude deal after payments were routed through Tether's USDT, as prosecutors investigate and three former managers face trial.

Shell Stock Hits All-Time High on Strong Q2 Results
Shell PLC ADR reached $97.65 after Q2 revenue of $94.7 billion beat forecasts, though EPS of $1.76 missed expectations.

AI-selected energy stocks post strong gains in September
AI-driven model highlights energy equities that have risen sharply, with Delek US Energy up 29% month‑to‑date and SM Energy gaining 31.5%, while the strategy has returned nearly 197% since November 2023.

SMI Falls Below 14,000 as Oil Hits $100; Meta and Chime Lead Gainers
Switzerland's SMI slipped below 14,000 for the first time since mid-June on rising oil and inflation fears. Meta rose around 5% ahead of its AI agent launch, while Chime jumped 11% on a $590 million bank acquisition.

US markets open lower; SMI falls 1.2% with UBS leading declines
The SMI dropped 1.22% to 13,708.71 as oil prices near $108 and the 10-year Treasury yield hit 5.041% weighed on equities. UBS led losers in Switzerland.

International Seaways Hits All-Time High on Record Quarter Results
Shipping stocks surged to a record $106.94 after the company reported a second-quarter adjusted EPS of $5.91 and a record adjusted EBITDA of $345 million.

SMI Drops Below 14,000 for First Time Since Mid-June as Energy Fears Weigh
Switzerland's benchmark index falls to 13,919 as oil pushes past $100 a barrel and 19 of 20 SMI blue chips trade lower. Chime Financial surges nearly 11% in US premarket.


Global markets and European equities face pressures amid rising oil prices nearing $100 Brent and FX movements
Rising Brent crude toward $100 and recent FX moves are adding pressure to global markets and European equities, according to a Reuters report.

US Stocks Slip Ahead of Fed Rate Decision
Dow Jones and Nasdaq 100 dip pre-market as investors brace for Wednesday's Fed rate meeting under new chair Kevin Warsh, while Chinese steel curbs lift Steel Dynamics 4.5%.

Germany Announces Short-Term Fuel Price Relief Measures
The German government is considering immediate consumer relief on fuel costs amid rising prices, with discussions including potential tax adjustments and targeted subsidies.

Canadian dollar slips as oil prices surge, rate worries rise ahead of Fed decision
The loonie fell to C$1.3929 per U.S. dollar as Brent crude topped $107 a barrel, pushing U.S. 10-year yields above 5% and stoking expectations of higher U.S. rates.

US crude output and demand rise in June, EIA says
US crude production rose to 13.79 million barrels per day in June, while total petroleum demand climbed to 20.74 million barrels per day, the EIA said.

European Stocks Slide as Oil Surges Past $100, Fed Focus Intensifies
European indices posted midweek losses as Brent crude reclaimed the $100 mark for the first time since late July, stoking inflation fears ahead of the ECB's rate decision on Thursday.

Swiss SMI falls below 14,000 as Brent oil hits $100
Switzerland's benchmark index slipped to its lowest level since mid-June amid oil-driven inflation worries, while luxury, construction and pharma stocks diverged.

Brent Crude Rises Above $100 Amid Middle East Conflict and Strait of Hormuz Tensions
Brent crude crosses the $100-a-barrel mark as geopolitical tensions escalate in the Middle East and around the Strait of Hormuz.

Energean H1 2026 cash flow rises despite Israel shutdown
Energean reported first-half 2026 free cash flow of $250 million, up 35%, and profit after tax of $160 million, up 45%, despite a 41-day Israel production halt.


Energean H1 2026 cash flow rises 36% as Katlan advances
Energean reported H1 2026 free cash flow of $350 million and profit after tax of $160 million, while maintaining 2026 production guidance and keeping Katlan on schedule for first gas in H1 2027.

European oil stocks jump as Mideast escalation pushes Brent toward $100
Brent crude approached $100 and WTI rose as renewed Middle East conflict lifted European oil shares and the STOXX Europe 600 Oil & Gas Index.

Swiss fuel prices hit yearly high as Brent tops $100
Average Swiss pump prices reach CHF 2.05 for unleaded 95 and CHF 2.30 for diesel, up 24%-29% year-to-date, as Brent briefly exceeds $100.

Markets Price Near-Certain Rate Hike Ahead of Wednesday's FOMC Meeting
Futures traders see a 93% chance of a 25-basis-point increase as August core CPI eases only slightly and oil surges, testing the Fed's credibility.

US 10-year yield forecast to hit 24-year high of 5.2% by year-end
Standard Bank's Steven Barrow sees the 10-year US Treasury yield reaching 5.2% by year-end and 5.3% in Q1 2027, after it rose to 5.01% on Monday.

FTSE 100 drops 1.3% as Gulf strikes push Brent above $100
European shares retreated as oil surged above $100 following Iranian attacks on shipping and US forces, with markets pricing in a persistent risk premium.

Brent Crude Tops $100 on Middle East Escalation; U.S. Yields Rise
Brent crude surged past $100 a barrel for the first time since May as Middle East hostilities escalated, while U.S. Treasury yields climbed ahead of Wednesday's accelerated buyback and Friday's CPI report.

DAX Falls as Oil Surges Past $100 Before ECB Decision
The DAX dropped half a percent at the open as Brent crude hit $100 a barrel following U.S. strikes on Iranian tankers. Traders are also bracing for a second ECB rate hike on Thursday.

Drone attacks curb output at half of Russia's top diesel refineries
Ukrainian drones forced five of six major Russian diesel plants to cut output or shut, tightening global fuel supplies and pushing US diesel above $6 per gallon.


Iraq seeks OPEC+ quota based on 6 mb/d capacity
Iraq wants future OPEC+ targets set at 6 mb/d, above its 4.431 mb/d ceiling and IEA's 4.9 mb/d estimate, as a capacity review is due by end-September.

Copper nears $6.87 resistance with overbought technical signals
Trading near a double-top zone, copper faces heightened risk of reversal as indicators signal potential exhaustion

Iran strikes U.S. Jordan base, ships amid six-month escalation
Missile attacks and oil tanker strikes by Iran and Iranian-backed Houthis disrupt regional security and raise oil prices to $100 a barrel.

Gold Reclaims $4,400 as Dollar Eases, Fed Pressure Lifts
Spot gold added 1% to $4,399.14 an ounce on Wednesday, buoyed by a weaker dollar and fading immediate probability of a September rate hike. Brent crude topped $100 for the first time since May.

Citi Sees BoE Rate Hikes After Rate-Cut Cycle, Revises Inflation Up
Citi Research warns the Bank of England could resume raising rates in November 2026 and February 2027, revising its inflation outlook higher as Middle East tensions push energy prices up.

Valeura Secures Thailand Approval for Gulf Farm-In Deal
Valeura Energy Inc. gains working interest in offshore blocks G1/65 and G3/65 through a farm-in agreement with PTTEP, committing up to $25.6 million by August 2026.

US Futures Slip; SMI Tumbles 1.3% on Oil, Rates, Bank Woes
The SMI fell 1.3%, with UBS leading declines as Powell's 5.041% yield and Brent crude near $108 weigh on stocks.

DAX slips 0.4% as oil, AI worries and weak bank shares pressure Frankfurt
German equities fell Tuesday as elevated oil prices, lingering AI concerns and downgrades weighed on banks and chemicals ahead of the Fed's decision.

European stocks fall ahead of US rate decision
European shares eased Tuesday as investors awaited the Fed's rate decision, with 10-year US yields at 5%, oil firm and financials and luxury stocks under pressure.


HSBC says Saudi pipeline outage could revive oil market deficit
A three-to-five-week repair to Saudi Arabia’s East-West crude pipeline may push global crude into a temporary deficit of about 6 million barrels per day, HSBC said.

US seeks $61M in USDT tied to sanctioned Iranian oil sales
The DOJ alleges more than $61 million in USDT came from black-market Iranian oil sales and was meant to fund Iran’s government and military.

German Stocks Fall, DAX Hits 7-Week Low on Oil and Rate Worries
The DAX dropped 0.7% to 25,260 as persistently high oil prices and AI-sector anxieties weighed on European equities. Fed decision looms.

German Bund Yields Edge Lower as ECB Hike Path Weighs on Sovereign Debt
Traders price in three more ECB rate increases through early 2027 after last week's 25-basis-point hike, pressuring European sovereign debt even as Germany's 10-year Bund eased from multi-decade highs.

PHX Energy declares $0.20 quarterly dividend
PHX Energy Services declared a $0.20 per common share quarterly dividend, payable Oct. 15, 2026, with a Sept. 30, 2026 record date.

US-10Y Treasury yields hit 19-year high on inflation, oil fears
Rates rose past 5% threshold as markets price in potential Fed rate hikes and inflation risks from rising oil prices.

U.S. Stock Futures Flat as Fed Rate-Hike Bets Clash With AI Slowdown Fears
Wall Street held steady ahead of Wednesday's Fed meeting despite a 5% tumble in semiconductors on slowing-AI concerns, while markets price in a 25-basis-point rate hike.

Kistos reports $205m pro-forma H1 EBITDA, completes Oman Blocks 3&4 deal
Kistos said pro-forma H1 2026 EBITDA was about $205m and actual EBITDA $154m, after completing a 20% interest in Oman Blocks 3&4 and refinancing debt.

Swiss Stocks Edge Higher Pre-Market; Semis Recover on AI Concerns
All 20 SMI constituents trade slightly firmer ahead of opening as semiconductor names recover from Monday's losses, while oil rises on Middle East tensions.


DAX expected to hold after weak start as oil and Fed decision draw focus
The X-Dax points to a flat DAX open at 25,454 after Monday's 0.5% decline, while elevated oil prices and a likely Fed tightening decision shape the session.

Swiss Stocks Edge Higher Pre-Open as Oil Tensions and AI Fears Weigh Globally
All 20 SMI constituents trade modestly higher at open; halflTerns recover from Monday's selloff while Brent crude climbs above $107 and the dollar strengthens against the franc.

Gold holds near $4,300 as Saudi pipeline shutdown lifts Fed rate-hike odds
Spot gold traded near $4,306 after Saudi Arabia closed its East-West pipeline, pushing markets to price about a 92% chance of a Fed rate increase this week.

NEF: Rising Oil and Gas Prices Are Germany's Top Inflation Risk
A Brussels think-tank study finds a 50% rise in oil and gas prices could add 1.8 points to European inflation and recommends separate ECB rates for green investment.

Ukraine Strikes Russian Oil Refinery Despite Trump De-escalation Pledge
Kyiv launched drone and rocket attacks on Russian energy and logistics facilities overnight, contradicting Trump's announcement that both sides would spare enemy power plants.

London shares edge lower as oil rally fuels inflation concerns
London's equity market slipped modestly amid rising oil prices and heightened inflation worries.

Trump approval rises from record low as Democrats widen lead
A Reuters/Ipsos poll shows Trump's approval at 35% after a record 33% low, while Democrats lead Republicans 44% to 37% ahead of US midterms.

SMI set lower as oil rises and AI-security fears pressure chip stocks
Swiss SMI is set to open 0.26% lower as Middle East tensions lift oil and AI-security concerns weigh on chip stocks, while the dollar gains against the franc.

Hormuz shipping traffic falls after attacks
Kpler data show raw-material freighters passing the Strait of Hormuz fell from 10 to 4 after attacks, with Bab el-Mandeb traffic also declining.


Chip Stocks Fall as Oil Gains, Treasury Yields Stay Elevated
U.S. stocks dropped Monday as crude hit $109 a barrel and the 10-year Treasury neared 5%, while tech and semiconductors sold off on AI-safety concerns.

Oil prices extend gains after Houthi strikes, Iranian ship attacks, Saudi pipeline closure
Oil prices rose as Houthi strikes on Saudi Arabia, attacks on Iranian ships and the shutdown of Saudi Arabia's East-West pipeline raised supply concerns.

Asian stocks mixed as chip rally offsets oil-driven inflation concerns
Semiconductor shares lifted Asian markets as Brent neared $100 and traders priced a 60% chance of a Fed hike, while U.S. software stocks were weaker on AI disruption concerns.

Yen Holds Near February High as Oil Near $100 Weighs on the Dollar
The Japanese yen maintained strength near its strongest level since February, buoyed by safe-haven demand and oil-driven inflation concerns, while the dollar slumped ahead of U.S. inflation data and Federal Reserve policy expectations.

Trump urges Zelenskyy to stop targeting Russian diesel as US diesel hits $6 per gallon
U.S. diesel prices broke $6 a gallon while Brent crude rose about 72% year‑to‑date; Trump said Ukraine’s attacks on Russian diesel facilities are hurting the world.

Oil prices rise amid supply concerns after Saudi drone attacks and East-West pipeline outage
Oil prices increased as drone attacks on Saudi Arabian energy facilities and an outage on the East-West pipeline raised supply concerns.

US stocks fall as oil nears $100 and rate-hike odds rise
Dow, Nasdaq and S&P 500 declined as oil approached $100, traders raised Fed rate-hike odds to 60%, and OpenAI's GPT-6 Astra pressured software shares.

Oil Prices Surge Over 4% to 16-Week High on Saudi Strikes and Gulf-Tensions
Oil climbed more than 4% to a 16-week peak as strikes hit Saudi energy infrastructure, shipping attacks escalated in the Middle East, and Gulf-Iran talks were cancelled.

Federal Reserve expected to raise rates under Chairman Kevin Warsh as oil tops $100 a barrel
Market observers note expectations of a Fed rate increase under Chairman Kevin Warsh amid persistent inflation and oil prices above $100 a barrel.


Canadian Dollar Drops Near 12-Day Low as Oil Support Fails to Offset Dollar Strength
USD/CAD traded around C$1.392 Monday, near its lowest level since early September, as weak inflation data and a stronger U.S. dollar outweighed oil price gains.

Gold Slips as Oil Rally Fuels Rate Hike Bets Ahead of Fed Meeting
A continuing energy rally is intensifying expectations for a Federal Reserve rate hike, weighing on gold prices.

MARA Holdings Highlights AI Demand Amid $1T+ Infrastructure Push
AI-driven data center demand surged in 2024, with hyperscalers and miners securing over $160B in colocation deals, as companies like MARA Holdings and CleanSpark expand capacity ahead of 2025 revenue targets.
Yesway targets 130 new stores, diesel growth and burrito sales at Wainwright conference
The convenience-store operator detailed its Texas-focused expansion, 38% diesel fuel mix, $4.99 Allsup's burrito and five-year plan for 130 new stores and mid-to-high-single-digit EBITDA growth.

US Stocks: Oil Relief Eases But AI Safety Concerns Weigh
Modest oil-price relief offered some support to US equities, but AI-safety anxieties kept the Nasdaq 100 down 0.82% as semiconductor names faced heavy selling.

Brent Oil Sinks Below $106 as Bearish Technical Signals Multiply
Brent crude slides from its recent $109.97 high toward $105.32, with a bearish MACD crossover and RSI falling from overbought territory raising the prospect of further downside.

London Gas Oil Reverses From $1,534 High, Tests $1,462 Support
London Gas Oil slipped to $1,463.88 on the 5-hour chart after failing above $1,534, with Ichimoku cloud support at $1,462-$1,463 and lower targets at $1,432, $1,385 and $1,330.

WTI Crude Stalls Near $104.46 High as Momentum Fades
Crude oil futures stalled near their recent high of $104.46 on Sept. 14 as key momentum indicators showed fading strength, with traders eyeing the $103–$104.46 resistance zone for direction.

Bitcoin climbs above $79,000 as oil prices dip on Trump’s Iran war comments
Bitcoin rose about 3% to breach $79,000 while WTI crude fell below $100 as President Trump hinted the Iran conflict could end, pushing Fed‑rate‑hike odds above 90%.


Oil prices surge as U.S.-Iran tensions escalate
Brent crude nears $100 per barrel, WTI hits $95.88, driven by U.S. military action against Iranian tankers and rising fuel costs.

London shares inch lower as oil rally fuels inflation concerns
London equities slipped modestly as higher oil prices heightened inflation worries.

Wall Street Opens Lower as Oil Surge Weighs; Nasdaq Edges Up on AI Stocks
Dow fell ~1% to 52,885 and S&P 500 dropped 0.4% to 7,690 on rising oil prices ahead of an ECB rate move; Nasdaq 100 gained 0.1% to 29,578 as AI-related shares offset weakness.

Brent crude stays under $100 per barrel amid U.S.-Iran conflict escalation and supply disruptions
Brent crude remains below $100 per barrel despite escalation in the U.S.-Iran conflict and supply disruptions.

UBS: Central Banks Should Focus on Market Inflation Expectations
Chief Economist Paul Donovan argues that central banks should prioritize financial market inflation expectations over consumer and corporate surveys when setting policy.

Battalion Oil invests in AI operations firm Collide
Houston-based Battalion Oil said it will fund an undisclosed equity investment in Collide Industrial Technologies from balance-sheet cash, gaining strategic partner rights to its Riggs AI operations system.

Trump criticizes Ukrainian attacks on Russian diesel infrastructure, says they hurt global economy
Former President Donald Trump said Ukrainian strikes on Russian diesel facilities are damaging the global economy.

Dow Jones falls 1.18% amid weak US market start, Nasdaq outperforms
Oil price rises and geopolitical tensions dampened investor confidence, while tech stocks led Nasdaq gains amid AI-driven optimism.

Harbour Energy: cash flow surge supports 500,000 b/d output and shareholder returns
Harbour Energy raised full-year output to 490,000-500,000 b/d and lifted free-cash-flow guidance to at least $1.8 billion, while maintaining a 45%-75% payout policy.


Dow falls 1% as oil nears $100; Nasdaq gains on AI chip strength
US stocks were mixed after the extended weekend, with the Dow and S&P 500 lower on rising oil prices and rate concerns, while AI chip stocks supported the Nasdaq 100.

Chevron's Venezuela Growth Plan Targets 600,000 Barrels/Day by 2031
Chevron's executive at the Barclays Energy-Power Conference outlined a $7 billion five-year investment plan to double Venezuela's oil production to 600,000 barrels per day by 2031, leveraging improved legal and fiscal terms.

WTI crude oil trades near $100 as technical indicators signal overbought conditions
WTI crude oil hovered around $100.5, with the 5‑hour chart showing a parabolic top at $104.44 and RSI at 75.8. Analysts outlined bearish and bullish entry points, stop‑losses and targets.

Brent crude nears $101.20 resistance amid overbought conditions
Price action shows signs of exhaustion near $97.31, with traders weighing breakout potential above $98.10 or a pullback toward $94.50.

London Gas Oil Climbs 4.2% to $1,453 as Technical Indicators Show Stretched Conditions
Gas oil futures surged above $1,450 with RSI registering overbought readings as prices remain well above key moving averages amid a choppy trading range.

Canadian dollar gains as oil rally offsets trade and Fed concerns
The loonie rose to C$1.3788 per U.S. dollar as crude climbed to multi-month highs, while Canada imposed C$20 billion in retaliatory tariffs and markets awaited U.S. inflation data.

Canadian dollar rises on oil rally, offsetting trade tensions and Fed watch
The Canadian dollar strengthened against the U.S. dollar as oil prices surged, countering concerns over trade disputes and employment data divergence with the U.S.

European stocks little changed ahead of ECB and US inflation data
EuroStoxx 50 rose 0.17% to 6,403.99 as investors awaited Thursday's ECB decision and Friday's US inflation print, while oil shares gained on Gulf tensions.

Bitcoin Tests Key Support as WTI Crude Hits Three-Month High
BTC fell below $78,000 as Middle East strikes pushed WTI toward $95 per barrel, raising inflation worries ahead of Friday's CPI report.


Trump says U.S. could stay in Iran and keep oil, likening it to Venezuela deal
Former President Donald Trump suggested the United States could remain in Iran and retain oil assets, comparing the approach to a deal with Venezuela.

Oil prices surge toward $100 per barrel on Middle East and trade risks
Crude oil prices moved toward $100 per barrel amid prolonged Middle East conflict risks, Iran's retaliation warnings, and escalating US-Canada trade tensions.
US stocks fall as oil nears $100; Novartis posts steep loss
US indices slipped on higher oil prices and rate-hike concerns, while Novartis fell 9.8% after another trial disappointment and the SMI stayed near its low.

Vessel struck in Strait of Hormuz amid widening U.S.-Iran war and escalating oil supply concerns
A vessel was struck in the Strait of Hormuz as tensions between the United States and Iran rise, raising concerns about oil supply.

Marathon Petroleum stock hits all-time high at $398.68 after Q2 beat
Marathon Petroleum shares reached a record $398.68 after second-quarter 2026 EPS of $17.73 and revenue of $52.34 billion exceeded analyst estimates.

US Stocks Open Lower as Rising Oil Prices Weigh on Sentiment
Dow drops 0.9% to 52,949 as oil-driven rate concerns dampen rally; Nasdaq 100 falls only 0.3% to 29,454.

US Markets Slide as Oil Hits $98; Novartis Plunges Toward Record Loss
Brent crude climbs toward $100 on Middle East tensions, weighing on Wall Street and Switzerland's SMI. Novartis falls nearly 10% after Phase III trial miss, wiping out roughly CHF 24 billion in market value.

Global diesel supply crunch expected to last through winter
Tight diesel supplies are expected to persist into winter as Middle East and Russian refining disruptions limit fuel exports and draw down stocks.

US Markets Mixed After Holiday; Oil Weighs on Sentiment as Novartis Plunges
Dow futures sink 0.8% as Brent crude approaches $100; Novartis shares tumble over 9% after second clinical miss hits Swiss index.


Oil prices climb toward $100 as Middle East peace hopes fade
Oil rose near $100 per barrel as U.S.-Iran threats, a Saudi refinery attack and new Strait of Hormuz shipping risks lifted prices.

UK pays record 5.82% on 30-year bond
Britain sold £4.25bn of 30-year bonds at 5.8168%, the highest comparable yield since 1998, as inflation and oil-price concerns raised long-term borrowing costs.

Trump approval hits record low as stock trades and business wealth rise
A Guardian column argues that falling approval ratings coexist with expanding presidential wealth, citing Intel, oil-stock gains and conflict-of-interest concerns.

Saudi Arabia Warns of Sharp Oil Export Drop After Pipeline Attack
Insiders say a drone strike on the kingdom’s East‑West pipeline could cut exports by up to 4% of global supply if repairs take weeks, tightening an already strained market.

Freight tanker funds and shipping rates surge amid widening Iran war and oil supply shocks
Freight tanker investment funds and shipping rates have risen as the Iran conflict and oil supply disruptions intensify.

US Stocks Expected to Open Mixed After Holiday; Oil Prices Pressuring Sentiment; SMI Continues Decline; Novartis Targets Record Daily Loss
US stock indices show slight movements before market open; oil prices rise, fueling concerns over rising interest rates; Swiss Market Index (SMI) continues to fall; Novartis shares plunge, potentially setting a record daily loss.

European Gas At 3-Year Highs: Winners and Losers in the Energy Crunch
Rising gas and fuel prices reshape European equity markets, boosting energy and shipping while weighing on industrials and automakers.

Gold Dips Below $4,400 Amid Geopolitical Tensions and Fed Watch
Gold prices fell below $4,400 as geopolitical risks and inflation concerns weighed on the metal, though long-term demand remains robust.

Goldman Sachs lifts Brent and WTI 2026‑27 forecasts amid Middle East risk
Goldman raised its 2026 Brent and WTI price forecasts by $5, citing ongoing Middle East disruptions, tight inventories and a 25% chance Brent exceeds $100 in March 2027.


Oil near $97.50 as Hormuz risks lift inflation concerns; MoneySimpler expands AI trading
Brent crude is near $97.50 after rising about 35% since February on Strait of Hormuz disruption concerns, while MoneySimpler expands a free no-code AI trading service.

Saudi Arabia faces critical East-West pipeline outage threatening 4% of global oil supply and export stock depletion
A reported outage on Saudi Arabia's East-West pipeline could affect about 4% of global oil supply and reduce export stocks, with potential impact on Brent prices.

European stocks flat; Novartis plunge weighs on Switzerland's SMI
Markets held steady as high energy prices and inflation fears kept investors cautious, while a failed drug trial sent Novartis shares tumbling nearly 9%, dragging the Swiss SMI down more than 1%.

Oil near $100 weighs on DAX and German equities
Brent crude approached $100 a barrel and WTI rose, pressuring German stocks on Tuesday as Middle East conflict kept inflation and rate concerns alive.

Surging Inflation Tests US, UK and Japan Central Banks as Rate Decisions Loom
Resurgent energy costs and persistent price pressures converge as the Federal Reserve, Bank of England and Bank of Japan prepare policy moves this week.

Rubis raises 2026 EBITDA guidance on 18% half-year profit growth
Rubis lifted full-year 2026 EBITDA guidance to €775-825 million after first-half EBITDA rose 18% to €434 million and net income increased 17% to €191 million.

Live updates: Yen rally and rising bond yields pressure Bitcoin and risk assets
The yen's rally and climbing bond yields are weighing on Bitcoin, gold and technology stocks as oil prices and global government bond yields increase.

Oil Prices Climb Toward $98-$100 on Middle East Risks and Stronger Chinese Demand
Crude approaches key psychological thresholds amid escalating geopolitical tensions, supply concerns, and rebounding purchases from China.

European Stocks Fall as Crude Oil Holds Above $90 on Iranian Threats
Brent crude extends gains past $90 on Persian Gulf supply risks, compounding euro-area inflation pressure ahead of the ECB's expected rate hike.


Yen Rally Seen Risky as USD/JPY Tests 152.0 Support
ING analysis says yen strength is driven by thin liquidity, BoJ and GPIF bets, with USD/JPY support at 152.0 and downside to 150.0 if broken.

Brent Crude Surges Near $100 After Iran Threatens Persian Gulf Energy Chokepoints
Oil prices rose sharply on Tuesday as Iran warned of a maritime exclusion zone in the Persian Gulf, escalating tensions that have already disrupted Middle East crude flows and raised concerns over Strait of Hormuz security.

Iran Threatens Gulf Maritime Exclusion Zone as Brent Nears $98
Iran warned of a Persian Gulf maritime exclusion zone and retaliation against U.S. energy assets after U.S. strikes on Iranian tankers, lifting Brent crude to $98.01.

DAX set to slip as Infineon hit by downgrade
German shares are expected to fall Tuesday as Brent crude reaches a high since early June and Morgan Stanley downgrades Infineon.

Hormuz ship attack and Saudi pipeline strike raise oil supply risks
A projectile hit a ship in the Strait of Hormuz and a drone strike closed Saudi Arabia's East-West pipeline, raising crude supply risks.

US Stocks Post Weekly Losses on Rising Oil, Bond Yields
Wall Street stumbled to weekly losses as surging oil prices and bond yields fueled concerns about inflation and Federal Reserve policy.

Bank of Canada holds key rate at 2.25% as tariffs and oil prices cloud outlook
The central bank kept its overnight rate at 2.25% and warned that new U.S. tariffs and volatile oil prices increase inflation risks despite a strong Q2 rebound.

Brent crude climbs above $98 as Houthi attacks push oil toward $100 a barrel
Brent crude rose past $98 per barrel, its highest since July, after Houthi strikes on Saudi energy facilities and Iran's threat of a Gulf exclusion zone tighten global oil supplies.

Oil prices rise due to escalating Middle East conflict and Strait of Hormuz supply risks
Oil prices have risen amid heightened Middle East conflict and concerns over supply disruptions in the Strait of Hormuz.


Citi Flags Five Market Worries Investors Should Watch
Citi strategists maintain a long-risk stance while outlining five key threats: a hawkish Fed, rising bond yields, Japan carry unwind, oil disruption, and European gas pricing.

US stocks post weekly losses as oil and bond yields fuel inflation concerns
Rising oil prices and bond yields weighed on US equities this week amid inflation fears and uncertainty around Fed policy.

UK Budget Faces Oil Shock, Gilt Sell-Off and Trump Policy Headwinds
Healey’s October budget may be constrained by higher borrowing costs, an oil-price spike and fiscal headroom that could shrink if the OBR uses current market conditions.

Goldman Sachs raises oil forecasts on Middle East shipping risks
Goldman Sachs lifted Brent and WTI forecasts by $5 for December 2026, citing prolonged Middle East shipping disruptions and possible Gulf supply gaps.

Gold slips as yen rallies, oil gains tempered by Fed hike odds
Spot gold fell 0.7% to $4,375.66 per ounce while Brent crude edged up to $97.13 as a stronger yen weakened the dollar and Fed rate‑hike probabilities hovered near 60%.

US stocks stumble as oil prices surge and bond yields rise, raising inflation and Fed policy concerns
US equities fell over the week amid higher oil prices and rising bond yields, which heightened inflation and Federal Reserve policy concerns.

Oil Prices Rise on Middle East Conflict and Strait of Hormuz Supply Concerns
Crude markets climb as geopolitical tensions escalate and shipping routes through the Strait of Hormuz face growing disruption risks.

Oil Prices Rise on Middle East Conflict Risks and Strait of Hormuz Supply Concerns
Oil prices climbed as escalating tensions in the Middle East heightened concerns about potential disruptions to shipments through the Strait of Hormuz.

Maritime trackers report an attack on shipping near the Strait of Hormuz, raising concerns over oil supply disruptions
Maritime trackers say an attack on vessels near the Strait of Hormuz has raised concerns about possible oil supply disruptions.


Oil prices rise to six‑week highs as US‑Iran conflict escalates, OPEC+ keeps October output policy
Oil prices climbed to six‑week highs amid escalating US‑Iran conflict and Middle East attacks, while OPEC+ maintained its October output policy.

European stocks little changed ahead of ECB decision and US inflation data
European equities were little moved Monday as investors awaited the ECB decision and US inflation data; oil shares rose on Gulf tensions while the SMI fell on Novartis and Swiss Re.

Halbleiter-Aktien profitieren von KI-Nachfrage und asiatischen Märkten
Positive US- und asiatische Marktentwicklungen stützen europäische Halbleiteraktien, während die KI-Rechenleistungstrend weiter dominiert – mit Fokus auf Energiebedarf als kritischer Wachstumsfaktor

SMI falls 0.8% as Novartis and Swiss Re lead losses
Switzerland's benchmark index closed at 14,279 after Novartis and Swiss Re weighed, while ABB, Kühne+Nagel and semiconductor suppliers offset some declines.

EuroStoxx 50 slides 0.8% as oil price rise fuels inflation fears
The Euro Stoxx 50 fell to 6,368.98, its lowest since early August, as higher oil prices and heightened Iran tensions revived inflation concerns and expectations of an ECB rate hike. Swiss and UK indices also moved modestly.

AI data centres spur energy demand as DAX falls below 26,000
Middle‑East tensions, higher oil prices and rising rate worries pushed European markets lower on Tuesday, while analysts warn that AI‑driven power needs could create new opportunities for energy firms.

European bond yields rise as ECB hike odds climb, oil prices surge
Bund yields near 3.36% as markets price a 25‑basis‑point ECB hike; Eurozone inflation hits 3.3% and oil benchmarks break $90 a barrel.

Oil up, bitcoin down as U.S. strikes Iranian crude carriers
Oil prices rose while Bitcoin fell about 1% amid U.S. actions against Iranian crude carriers.

Oil rises as U.S. strikes Iranian tankers in Strait of Hormuz
Brent crude gained 1.1% to $97.36 a barrel and WTI rose to $92.46 as U.S. forces disabled three Iranian tankers, while vessel traffic in the strait fell to its lowest level since May.


Gold falls 0.6% to $4,403.69 as payroll data lifts Fed hike odds
Spot gold slipped to $4,403.69 per ounce, while Brent crude hovered near $97, as strong U.S. payrolls raised the market’s view of a September rate hike to about 60%.

FTSE 100 climbs 0.3% as oil prices surge amid Hormuz shipping slowdown
The FTSE 100 recovered from earlier losses, gaining 0.27% to 10,831.09, supported by a 1% rise in Brent crude as ship traffic through the Strait of Hormuz fell to its lowest level since May.

Iran fuels near‑term oil price surge as Venezuela’s output remains years away
Investing.com analysis says escalation with Iran is adding a geopolitical premium that has pushed crude above $90 a barrel, while Venezuela’s planned 1.5 mb/d expansion is unlikely to affect current market tightness for 3‑5 years.

U.S. 10-year Treasury yield jumps to 4.823% after strong payrolls
The 10‑year yield rose from 4.746% to 4.823% following an August nonfarm payrolls report that added 162,000 jobs, reviving expectations of a September Fed rate hike.

European bond yields rise, ending two‑day rally ahead of ECB meeting
German 10‑year Bund yields nudged up to around 3.36% as markets priced in a 25‑bp ECB rate hike, while euro‑zone inflation hit 3.3% in August and oil prices stayed above $90 a barrel.

Gold Futures Slip Below $4,444 as Stagflation Risks Rise
Gold futures fell to $4,440 amid record U.S. diesel prices, Middle‑East tensions and a Trump‑led push for lower Fed rates, heightening stagflation concerns.

JPMorgan says rising yields unlikely to derail equities as earnings momentum holds
JPMorgan analysts argue that strong earnings growth can keep equity markets buoyant despite U.S. debt topping $40 trillion and government yields near multi‑decade highs.

India's Crude Oil Basket Tops $100 as Middle East Conflict Fuels Prices
India's average import price rose to $101.07 per barrel, the first breach of $100 since May, as global crude rallied amid heightened Middle East hostilities, pushing the import bill higher.

Oil Near $100 Weighs on European Stocks
Brent and WTI climb 1.7% to $97.9 and $93.0 as the SMI, DAX and EuroStoxx50 slip and central banks brace for higher rates.


Iran parliament speaker warns of strikes on US energy firms
Speaker Mohammad Bagher Ghalibaf said Tehran could target US oil and gas assets after recent US attacks on Iranian tankers, as shipping through the Strait of Hormuz hits its lowest level since May.

European equities slip; Swiss market falls 1% ahead of ECB rate decision
European shares posted modest losses on Monday, with the Swiss SMI down 1% to 14,252 points as investors await Thursday's ECB rate decision and Friday's US inflation data.

DAX slips below 26,000 as oil prices stay high and markets await ECB decision
The German benchmark index fell 0.24% to 25,983 points, while the MDAX rose 0.23% to 32,429. Brent crude hovered just under $97 a barrel and the ECB is set to raise rates to 2.5% on Thursday.

Swiss equities slip as Roche, Novartis drag; ABB gains, yen hits 7‑month high
The SMI fell about 1% to 14,221 points, led by 3%‑plus losses in Novartis and Roche after a failed Pelacarsen trial. ABB rose, while the yen strengthened to 154.07 per dollar, its lowest level in seven months.

Brent climbs 1.1% to $97.31 as US‑Iran strikes resume; Nvidia CEO says AGI era has arrived
Brent crude rose to $97.31 a barrel after U.S. forces disabled three Iranian tankers, while shipping through the Strait of Hormuz hit its lowest level since May. Nvidia CEO Jensen Huang announced the arrival of artificial general intelligence.

Vitesse Energy emphasizes 11% dividend at Midwest IDEAS conference
At its Aug. 27, 2026 Midwest IDEAS presentation, Vitesse Energy highlighted an 11% dividend yield, $1.75 annual payout and detailed its operational and hedging metrics.

Brazil road freight rates lag 10.5% as diesel prices rise 17.6% in H1
A survey by NTC & Logística shows Brazil's road freight rates fell 10.5% in the first half of 2026, while diesel, which accounts for 44.7% of transport costs, jumped 17.6%.

Why the Canadian Dollar’s One‑Week High Signals More Than a Temporary Bounce
The loonie’s modest rise on BoC’s inflation warning reflects a deeper policy divergence and commodity backdrop that could reshape its medium‑term trajectory.

Iran buries wedding attack victims as oil climbs above $96 a barrel
Iran held funerals for victims of a U.S. strike on a wedding venue while retaliatory attacks on regional targets pushed Brent crude futures above $96 per barrel.


Gold Futures Rise 2.5% as Rate-Hike Odds Slip, Analysis Warns of CPI Risk
Gold futures jumped to $4,526.20, driven by lower September‑rate‑hike odds, while the analysis notes the metal now behaves like a short‑duration rate instrument and could face pressure if August CPI comes in hot.

Swiss SMI edges up 0.2% as Logitech and Roche lead gains, Richemont and Nestlé fall
The Swiss Market Index closed at 14,394 points, up 0.22%, driven by Logitech (+3.3%) and Roche (+2.1%). Luxury stocks lagged, while US software shares surged on Snowflake’s outlook.

Permian Resources EVP John Bell sells 5,492 shares for $130,455
Executive Vice President John Bell sold 5,492 Class A shares in a mandatory sell‑to‑cover transaction and received 24,306 RSUs, while the company reported strong Q2 results and raised production guidance.

Nigeria seen doubling energy investment within five years: IEA chief
IEA's Fatih Birol forecasts Nigeria's energy investment could rise to at least double current levels by 2031 following its associate membership in the Paris-based energy watchdog.

U.S. plans to seek repayment from Europe for Ukraine aid, Trump says
White House signals demand for back payment on $100 billion-plus in U.S. weapons supplied to Ukraine under NATO-backed arrangements developed last year. Oil prices rise on regional tensions after U.S. strikes on Iran.

Turkey’s BIST 100 drops 0.84% as tech and industrial shares lead declines
The Istanbul benchmark fell despite gains in banking and energy stocks, with broad declines across 498 decliners outweighing 128 advancers. Gold futures surged 3.19% to $4,555.41 per ounce.

TotalEnergies acquires 40% stake in Namibia’s PEL 83 oil license
French energy major TotalEnergies secures operated interest in Orange Basin license containing 1.3 billion barrels of oil equivalent. Exploration campaign planned for Q4 2026.

Swiss stocks rise as Roche leads; Richemont falls on luxury sector weakness
Swiss Market Index edges up 0.12% as Roche gains on licensing deal, while Richemont drops 2.4% amid broader luxury sector decline. Swiss franc strengthens to 0.9384 per euro after August inflation surprise.

USD/JPY slides as yen strengthens amid rate expectations and oil rises
The dollar fell to a two-month low against the yen as rate-hike bets firmed and oil prices pushed higher. Middle East tensions and U.S. jobs data loom.


EnQuest posts 18% revenue rise in H1 2026; Malaysia deal to lift production above 100,000 boepd
Cash revenue reached $609 million in the first half, while adjusted EBITDA climbed 13% to $273 million. Malaysia acquisition expected to close by year-end, adding 300 million barrels of 2P reserves.

U.S. labor data, yen surge and oil steadiness in focus
Markets await Friday's jobs report as yen strengthens on intervention bets and oil prices stabilize after natural gas surges. Broadcom shares slip on cautious outlook despite earnings beat.

International Seaways shares surge to record $102.37 amid strong earnings
Oil tanker operator International Seaways reported adjusted earnings of $5.91 per share in Q2 2026, beating estimates as spot rates and cash flow hit records. Shares have gained 127% year-to-date.

Global bond rout deepens on oil surge, fiscal fears
Yields hit multi-decade highs as crude nears $95, debt concerns mount in Europe and Japan amid Middle East tensions. Traders price 70% odds of a Fed hike.

Spain’s IBEX 35 climbs 1.12% as financials, real estate lead gains
Spanish equities advanced Thursday, with the IBEX 35 rising 1.12% as financial services, real estate and construction shares led advances. Gold futures surged 2.84% to $4,540 an ounce.

U.K. shares rise 0.73% as miners, tech lead gains
The FTSE 100 advanced Thursday, with WPP, Informa and London Stock Exchange Group among top gainers. Commodities also climbed as gold neared $4,540.

US stocks cautious as oil prices rise; Swiss franc strengthens on inflation data
Dow Jones and Nasdaq futures show muted gains ahead of key U.S. jobs data, while rising oil prices and geopolitical tensions curb risk appetite. Swiss franc surges to 0.9392 per euro after unexpected inflation jump.

Saudi Tadawul All Share rises 0.19% as insurance, cement shares gain
The Saudi stock market advanced on Thursday, led by gains in insurance and cement stocks, while oil and gold prices also rose. Regional crude benchmarks climbed over 1%.

Barclays urges caution in September as risk-off stance advised
Strategists cite seasonal weakness, softer data and geopolitical risks while maintaining medium-term equity optimism. Oil near $91 amid U.S.-Iran tensions.


European natural gas prices retreat after hitting war-era peaks
Dutch front-month contract falls 1.7% as traders take profits; British NBP drops 2.7% from multi-year highs amid Middle East tensions.

Barclays urges risk reduction in September amid seasonal, macro pressures
Strategist Emmanuel Cau cites September’s historically weak seasonality, slowing U.S. momentum and oil-market risks as reasons to trim beta and add tactical hedges, while keeping a constructive medium-term equity view.

Indonesia shares rise 1.12% to three-month high on sector gains
Jakarta Composite Index advances led by financials, infrastructure and agriculture; oil and gold diverge as crude declines and bullion rallies.

DAX edges up 0.05% as oil prices ease after Iran tensions
German blue-chip index recovers fractionally after three days of losses as Brent crude slips below $100. Broader Euro Stoxx 50 slips 0.05% amid cautious regional sentiment.

Canadian stocks close lower as TSX drops 0.76%, gold and oil decline
The S&P/TSX Index fell 0.76% on Friday, led by losses in materials and tech sectors, while gold futures dropped 3.38% to $4,506.50 per ounce.

Pentagon explores 100-year lease on Venezuelan oil fields via intermediary
U.S. Defense Department in talks with investor Alejandro Betancourt to secure stakes in up to 17 Venezuelan oil fields, including Junin and Lake Maracaibo assets, as sanctions ease and crude prices rise.

Canada stocks fall 0.76% as materials, tech weigh on S&P/TSX
The S&P/TSX Composite declined 0.76% Friday, led lower by materials and IT shares. Gold futures dropped 3.38% to $4,506.46 an ounce.

Canada stocks end lower as materials, tech weigh on S&P/TSX
The S&P/TSX Composite fell 0.76% Friday, with losses in materials and IT offsetting gains in waste management and cannabis. Gold futures slipped 3.39% to $4,505.94/oz.

U.S. stocks end lower as Dow, S&P 500, Nasdaq decline on Friday
The Dow Jones Industrial Average fell 0.02% while the S&P 500 dropped 0.25% and the Nasdaq Composite declined 0.52% as losses in technology, utilities and industrials weighed on major indices.


Mexico's S&P/BMV IPC rises 0.57% as industrials lead gains
The benchmark index advanced on broad-based buying across key sectors, with aerospace and airport operators among the top performers. Gold and oil futures also edged higher.

Oil edges lower amid U.S.-Iran strike uncertainty
Crude prices slipped as market participants assessed potential supply risks tied to escalating geopolitical tensions.

Gold holds near $4,400 after Trump comments ease oil rally
Gold futures advance 0.3% as Middle East tensions ease; silver slips 0.1%. Fed speakers signal inflation progress while ADP jobs data miss estimates.

Oil prices dip after three-day rally as Trump signals limited Iran campaign
Brent and WTI futures retreat from five-week highs after U.S. President Trump indicates a short-lived campaign against Iran. Strait of Hormuz shipments drop to four vessels.

Gold steadies near $4,400 after rebound as Trump, Fed ease inflation bets
Gold held around $4,400 per ounce on Thursday after a 1% rebound as remarks from U.S. President Donald Trump and a dovish signal from a top Fed official eased inflation concerns. Silver slipped 0.1%.

Yen surges 1% on intervention jitters, oil climbs to six-week high
Japanese currency posts biggest gain since U.S.-Japan FX intervention as dollar-yen dips below 159. Oil advances 1% to a six-week peak amid supply tightness concerns.

Oil prices rise 1% as U.S.-Iran clashes threaten supply routes
Brent crude and WTI futures climbed after the latest escalation in hostilities between Washington and Tehran disrupted a key shipping lane. Conflict enters seventh month amid regional military exchanges.

Trump scraps Iran MOU, oil climbs above $88 as Hormuz talks stall
U.S. revokes June accord aimed at reopening Strait of Hormuz as Iran-linked shipping incidents rise and new sanctions expand economic pressure. Brent crude advances to $88.28.

U.S. natural gas futures rise 2.89% as trading session ends
Natural gas futures for October delivery climbed to $2.96 per MMBtu, extending gains amid the U.S. trading session. Oil benchmarks also advanced, with Nymex crude up 2.36% to $84.17 per barrel.


Brazil extends crude oil export tax for 60 days after court ruling
Camex approves 12% levy extension as legal dispute with oil firms persists; ruling suspending the tax prompted temporary reinstatement.

Iran urges nations to defy U.S. sanctions as Hormuz Strait reopening talks intensify
Tehran condemns new Washington measures as 'state terrorism' while mediators seek to restore Gulf oil shipping routes. Traffic through the Strait of Hormuz remains at 5-15% of pre-war levels.

Trump to meet refiners as Iran war lifts U.S. gasoline prices ahead of midterms
President Donald Trump plans to convene with major U.S. refiners and fuel retailers next week to discuss measures to curb gasoline prices, which have risen amid tensions with Iran and the ongoing war that began in late February.

US energy rig count steady at 588 as oil rigs dip, gas rises
Total US energy rigs held flat at 588 in the latest week, with oil rigs falling 5 while gas rigs rose 5. Year-over-year growth remains strong at 9.7%.

Trump administration in talks to take stake in Venezuela's oil sector
U.S. officials discuss equity participation in Venezuela’s oil resources amid ongoing sanctions review. Negotiations follow recent crude shipments despite embargo restrictions.

Northwest Europe gasoline refining margins hit 18-month high
ARA hub inventories fell to five-year lows, lifting margins to $46.74 per barrel amid rising Rhine water levels and Middle East supply shifts.

Italian stocks fall 1.16% as financials, utilities weigh
The Índice Investing.com Itália 40 declined 1.16% Thursday, with declines in financials and utilities offsetting gains in tech and autos. Oil and gold futures also rose.

Spain's IBEX 35 falls 0.93% as financial, consumer stocks weigh
Spain's benchmark stock index declined on Thursday, with declines in financial services and consumer sectors offsetting gains in renewables and technology. Commodities and currencies showed mixed moves.

UK stocks end 0.8% lower as telecom, tobacco drag; Sage leads gainers
The UK 100 index fell 0.8% on Thursday, with declines in fixed-line telecoms and consumer staples offsetting gains in Sage, LSEG and REL. Gold and oil futures edged higher.


Brazil extends crude oil export tax by 60 days amid legal dispute
Camex approves 12% tax extension after court ruling suspends levy, leaving future of collection unresolved. Decision follows legal challenge from oil sector.

Saudi stocks retreat 0.8% as insurance, retail drag; oil mixed
The Tadawul All Share index fell 0.80% on Wednesday, led by declines in insurance, retail and telecoms. Oil futures edged lower while gold slipped below $4,400 an ounce.

Saudi Tadawul All Share Index falls 0.80% as insurance, retail weigh
Saudi Arabian equities declined on Wednesday, with declines in insurance, retail and telecoms offsetting gains in select industrial names. Oil and gold futures also softened.

Swiss shares rise as defensive stocks lead; gold rallies on softer jobs data
Swiss Market Index edges higher as Roche and other defensive stocks gain; gold jumps 0.63% on dovish US jobs report and weaker dollar. US semiconductor and software stocks diverge in premarket trading.

Iraq's oil exports rise in August on discounts, Iran Strait access
Shipments climbed to 2.34 million bpd as Baghdad offered steep discounts and Tehran permitted tanker transit. Recovery remains below pre-war levels.

Tanker traffic through Strait of Hormuz falls below average amid regional tensions
Ship-tracking data shows four tankers traversed the key oil chokepoint on Tuesday, below the ten-day average of 13. Regional tensions escalate after reported attacks on tankers.

Vivakor Supply & Trading forecasts $270M Q3 2026 revenue from oil trading
The subsidiary’s preliminary outlook for the three months ending September 30, 2026, reflects contracted crude oil volumes and current pricing assumptions. Revenue guidance differs from annualized commercial activity estimates.

Dow edges higher as caution persists amid oil surge and Fed rate expectations
U.S. stocks opened modestly higher on Wednesday with the Dow up 0.3% as investors weighed rising oil prices and mounting expectations for a Federal Reserve rate hike in September.

Ships add jury-rigged anti-drone shields amid Black Sea escalation
Cargo and tanker operators deploy water tanks, tyres and netting to counter drone threats as attacks on maritime traffic intensify. Russia and Ukraine both blame the other for escalating strikes.


DAX extends losses as oil prices and bond yields rise
German blue-chip index falls 0.44% to 25,856 amid elevated oil prices and bond yields, while MDax declines 1.04%. Geopolitical tensions in the Middle East further support crude prices.

Dollar strengthens as stocks, bonds extend sell-off amid Middle East tensions
The U.S. currency rose against most G10 peers as global equities and sovereign bonds declined, with geopolitical risks and rising oil prices amplifying risk aversion. Sterling and the euro led declines among majors.

Oil rebounds as Russia-Ukraine war risks overshadow Iran concerns
Crude prices reversed losses after reports suggested Russia may escalate its war effort, while grain and fertilizer markets surged. U.S. natural gas futures climbed to a four-week high amid late-summer heat forecasts.

Chevron to invest over $7 billion in Venezuela over five years
U.S. oil major plans to boost output at Venezuelan ventures to 600,000 bpd with costs below $20 per barrel. Expansion follows political transition in Caracas.

Bitcoin drops below $76,500 as oil rises above $93
Bitcoin declined 1% overnight while Brent crude surpassed $93 and U.S. Treasury yields approached 4.8%.

Swiss stocks slip as oil, rate fears weigh on markets
SMI falls 0.4% as Brent crude tops $95, inflation and ECB/Fed policy expectations drive defensive rotation; Roche, Swiss Life gain while Amrize, Holcim lag.

Frontline tanker operator earnings eyed as rates ease from crisis highs
Second-quarter results expected to show revenue near $746M and EPS of $2.66 as tanker rates cool from March 2026 peak. Analysts remain mixed on outlook.

Saudi stocks slip 0.2% as financial, media sectors weigh
Tadawul All Share ends lower for a second session, dragged by declines in financial services and media. Oil futures edge up while gold dips.

Ryanair cuts passenger, profit outlook but shares rise on cost controls
Europe's largest low-cost carrier lowered its annual passenger forecast and warned of lower earnings due to surging fuel costs, yet its stock advanced in early trade. Capacity will be held flat in the winter to mitigate seasonal losses.


Swiss equities slip as oil, inflation and rate fears weigh
SMI falls 0.4% to 14,280 as defensive shares lag; Amrize drops 2.7% after BofA downgrade, Roche and Swiss Life advance. Brent crude tops $95/bbl after U.S.-Iran strikes.

Oil tanker hit by projectile in Strait of Hormuz amid Iran conflict
Attack on commercial vessel comes as Iran blocks key shipping route and diplomatic talks aim to ease tensions. No casualties or environmental damage reported.

Bharat Petroleum to receive first Iraqi oil cargo of FY25 within days
Indian refiner Bharat Petroleum expects its first Iraqi crude shipment of the fiscal year to arrive at Fujairah within days, following a ship-to-ship transfer. The cargo underscores India's efforts to diversify oil sources amid Strait of Hormuz disruptions.

Swiss stocks fall as oil surge fuels inflation concerns; UBS upgrades Comet, VAT, Inficon
SMI drops 0.1% as Brent crude tops $95 a barrel after U.S.-Iran tensions escalate; UBS lifts targets on Swiss tech names. Nestlé to sell vitamins unit for $1 billion.

U.S. strikes on Iran, rising yields drive market caution ahead of Fed data
S&P 500 futures flat as investors weigh geopolitical risks and 10-year Treasury yields near three-year highs. Bank of Canada rate decision awaits.

FTSE 100 slips 0.3% as Iran-U.S. strikes lift oil prices
London stocks fell Wednesday as geopolitical tensions in the Middle East drove Brent crude above $95 per barrel. The FTSE 100 dropped 0.3% in early trade, while the pound eased against the dollar.

Petrobras e Seatrium lançam duas FPSOs no campo de Búzios
As novas unidades de produção flutuante entram em operação no maior campo de petróleo do Brasil.

Cathay Pacific shares fall 1.9% after Swire Pacific stake sale
Hong Kong airline's stock declines as Swire Pacific sells 362.65 million shares at a 7.7% discount, reducing its stake to 39.15%. Oil prices near three-year highs and geopolitical tensions weigh on risk appetite.

Taiwan stocks end 1.55% lower as tech sector weighs
Taiwan Weighted Index fell to a session low amid broad declines across electronics and electrical components. Top gainers included Polytronics Technology and Jih Lin Technology.


Global stocks fall as bond yields surge on inflation, oil risks
Asia-Pacific equities decline after UK and Japan sovereign yields hit multi-decade highs. Brent crude tops $97 amid US-Iran tensions.

UBS flags commodities as inflation hedge amid Middle East risks
Strategists recommend broad exposure to energy, metals and agriculture as geopolitical tensions and weather patterns reshape supply. Brent crude near $87, European gas at 65 euros/MWh.

ECB minutes show oil price swings, inflation risks remain
Governing Council’s July meeting minutes highlight persistent energy price volatility, upward pressure on food costs and rising medium-term inflation expectations despite recent oil price declines.

Qatar, Kuwait restore 70% of pre-war oil exports via Hormuz
Ship-to-ship transfers in Gulf of Oman help Gulf states bypass Strait chokepoint amid regional conflict. Total Hormuz flows rebound to 7-8 million bpd.

Oil falls as Qatar-Qatar seeks Hormuz talks amid Iran tensions
Crude declines for a fourth session as Qatar’s PM visits Tehran to discuss Strait of Hormuz navigation; traders weigh geopolitical risks against diplomatic signals.

Angola-focused Etu Energias to buy Chevron’s oil blocks from Energean
Etu Energias agreed to acquire Chevron’s Blocks 14 and 14K in Angola for $260 million, matching a prior deal by Energean. The London-listed firm’s agreement remains pending amid competing bids.

Angola-focused Etu Energias to acquire Chevron oil blocks for undisclosed sum
Etu Energias signed an agreement with Chevron to purchase its stakes in Angola’s Blocks 14 and 14K. The deal follows Energean’s earlier US$260 million acquisition of the same assets.

SLB shares hit 52-week high near $59 as Q2 profit tops estimates
SLB’s stock rose to a fresh 52-week peak of $58.86 amid stronger-than-expected Q2 earnings and upward analyst revisions. Year-to-date gains exceed 51%.

Wall Street slips as oil rises on U.S.-Iran tensions
U.S. stock indexes fall at the open as Brent crude jumps 3% on escalating Middle East military strikes, lifting inflation concerns and increasing bets on higher interest rates.


Oil futures slip as Middle East tensions ease temporarily
Brent and WTI decline 1.5% as geopolitical risk premium softens on signs of restrained U.S. action against Iran and Oman-Iran talks. Structural risks remain elevated amid unresolved conflicts.

S&P 500 nears record highs as investors weigh Fed policy risks
Market valuations remain elevated despite overbought signals, with traders pricing a 60% chance of a September rate hike. Oil prices surge above $90 per barrel amid Middle East tensions.

London shares dip 0.8% as oil prices ease, energy majors weigh
FTSE 100 ends six-day winning streak as crude oil retreats on Middle East diplomatic progress. Shell and BP fall more than 1% amid softer energy prices.

U.S. tech stocks slide as oil prices rise and rate hike bets grow
Nasdaq 100 drops 0.9% as oil price surge and rising Fed rate expectations weigh on rate-sensitive tech shares. S&P 500 and Dow Jones also fall ahead of Friday's jobs report.

German DAX falls 1.1% as oil prices rise, inflation fears weigh
September opens with losses for Europe's benchmark index as geopolitical tensions lift oil prices and investors reassess rate expectations. Euro Stoxx 50 also declines.

Euro Stoxx 50 falls 0.8% as oil prices rise amid Iran tensions
Eurozone benchmark index extends losses to August lows as geopolitical risks and energy prices drive inflation concerns ahead of ECB meeting. Swiss SMI rises 0.34%, FTSE 100 dips 0.32%.

US tech stocks fall as oil prices rise, rate fears grow
Nasdaq 100 drops 1.3% on oil price surge and inflation concerns; S&P 500, Dow Jones also decline. Fervo Energy surges 28% on Google deal, while Nio slips 6%.

US stocks fall as inflation fears weigh on tech amid oil spike
Nasdaq 100 drops 1.29% as oil prices surge on Middle East tensions; S&P 500 and Dow also decline. Apple leads gains on strong outlook, while GoPro surges 40% on merger news.

Dollar consolidates after hawkish Fed repricing ahead of key data
U.S. currency steadies near 99.5 after Friday’s sharp shift in September rate-hike odds, as traders assess whether elevated yields and geopolitical risks can sustain momentum.


Global bond rout deepens as oil prices surge past $92; UK 30-year gilt yields hit 28-year high
Long-term UK borrowing costs rise to levels last seen in 1998 as oil climbs above $92 a barrel, while eurozone inflation hits a three-year high. Global bond markets extend sell-off amid inflation and fiscal concerns.

Dollar rebounds as US yields rise; yen strength faces headwinds
The U.S. currency advanced as long-dated Treasury yields climbed to multiyear peaks, while yen gains were constrained despite expectations of a Bank of Japan rate hike. Escalating Middle East tensions and mixed signals on U.S. policy support added pressure.

Global bond selloff deepens as 2-year Treasury yield hits highest since 2025
Treasury yields surge to multi-year peaks amid Middle East tensions and inflation concerns, while European and Japanese debt markets follow. Upcoming U.S. jobs data and ECB meeting add to market focus.

Reconnaissance Energy Africa raises C$15 million in bought-deal financing
Calgary-based oil and gas explorer secures C$15 million through a bought-deal offering priced at C$0.73 per unit, with proceeds directed toward drilling and corporate uses. Deal expected to close Sept. 10 pending regulatory approval.

Brazil real strengthens to near R$5.15 as oil prices rise
Spot dollar falls 0.54% to R$5.1533 as Middle East tensions lift Brent crude 2.3%. October futures contract on B3 down 0.55% to R$5.1910.

OPEC+ Is Losing Its Grip: Why the Cartel’s Decline Redefines the Oil Market
China’s pullback and the Iran conflict are chipping away at OPEC+’s market share, ushering a more volatile, market‑driven oil regime that will echo across commodities.

OPEC+ loses oil market sway as Iran war shifts balance to China
OPEC+'s share of global oil output has fallen below 40% amid war-related disruptions, while China's reduced imports and logistical constraints erode the cartel's influence. Brent crude holds near $88.

Australia stocks slip 0.98% as tech, consumer sectors weigh on S&P/ASX 200
The S&P/ASX 200 fell nearly 1% Thursday, led by declines in IT and consumer discretionary shares. Gold futures rose to a record, while oil prices dipped.

Oil prices ease on progress in Strait of Hormuz talks
Brent crude and U.S. WTI dip as diplomatic efforts in the Gulf reduce supply disruption risks, while traders assess demand signals.


Australian shares slip 0.4% as IT, energy weigh; ASX 200 at 9,127.80
The S&P/ASX 200 fell 36.8 points on Wednesday, dragged by declines in technology, energy and telecoms services. Gold and oil futures also slipped in overnight trade.

Australia's S&P/ASX 200 falls 0.40% as tech, energy weigh
The benchmark index declined amid losses in IT, energy and telecoms. Lovisa Holdings and Perseus Mining led gains, while DroneShield and Neuren Pharmaceuticals lagged.

Oil ends lower as Hormuz talks ease supply disruption fears
Brent and WTI futures fell after a volatile session as investors weighed partial reopening talks for the Strait of Hormuz. U.S. crude inventories rose more than expected.

Swiss stocks rise ahead of U.S. inflation data; Nvidia, Stadler Rail in focus
Swiss Market Index gains 0.14% as gold dips ahead of July PCE data; Nvidia shares rise before earnings, while oil falls on Iran talks. European futures mixed.

Markets await U.S. PCE data, Nvidia earnings after oil, gold gains
Brent crude fell over $2 to $86.22 as Iran-Oman talks on the Strait of Hormuz resumed. Spot gold and bitcoin neared three-month highs ahead of U.S. inflation data and Nvidia’s earnings.

Asian stocks rise as oil drops; Nvidia earnings in focus
Regional equities advance on weaker crude prices, while investors await chip giant's quarterly results. Thai central bank set to hold rates steady.

Qatar loses $24 bln in gas sales as LNG exports plunge 96% amid Iran war
Qatar’s liquefied natural gas exports have dropped to just 18 cargoes in five months, costing the Gulf state $24 billion. European gas inventories hit historic lows as U.S. exports partially offset lost supply.

Global economic calendar for Aug 26, 2026: earnings, GDP and oil data
A range of corporate earnings reports and key U.S. economic indicators are scheduled for release on Aug 26, 2026, alongside an OPEC monthly oil market assessment.

Swiss equities rise on U.S. cues; Nvidia, oil and Iran tensions in focus
The SMI extended gains as Asian markets climbed on Iran de-escalation hopes and Brent crude fell 2.5% to $86.35. Nvidia’s pre-earnings drift and Swiss earnings updates from Stadler Rail, Gurit and SoftwareOne underpinned sentiment.


IMF says world economy weathering energy shock better than feared
IWF chief warns risks remain as oil prices ease from peaks but still exceed pre-war levels, while fiscal strains and trade imbalances persist.

Oil futures fall in Asian session; Brent at $85.07, WTI at $80.14
October WTI crude dropped 2.7% to $80.14 per barrel, while November Brent fell 2.52% to $85.07 as the dollar index held near 98.90.

Oil prices fall over 2% as U.S.-Iran ceasefire report gains traction
Brent crude drops to $87.22 a barrel after Tuesday's 5% slump as shipping data shows reduced Strait of Hormuz traffic. Analysts warn geopolitical risk premium remains despite reported deal.

Saudi Arabia’s Tadawul All Share falls 0.28% as key sectors decline
The Saudi stock market closed lower on Monday, led by losses in construction, insurance and cement. Regional oil benchmarks advanced as gold futures retreated.

Saudi stocks slip 0.28% as construction and insurance drag
Tadawul All Share index fell on Monday, with building materials and insurance sectors leading declines. Oil futures rose sharply, while gold dipped.

Dollar strengthens on Fed hawkishness; euro, yen and Aussie under pressure
The U.S. dollar extended gains after hawkish remarks by Fed Chair Warsh, pressuring the euro, yen and Australian dollar. European inflation data and oil price gains added to market focus.

German DAX dips 0.6% from record as oil prices rise amid Middle East tensions
German blue-chip index slips after brief rally to all-time high, as investors weigh geopolitical risks, oil price surge and expectations of a Federal Reserve rate hike. MDax and Euro Stoxx 50 also decline.

Wall Street opens lower as Iran tensions, Fed hawkishness weigh
U.S. stocks fall at the open amid renewed geopolitical risks and hawkish remarks from Fed's Warsh. Dow down 0.3%, Nasdaq 100 down 0.2% ahead of trading.

Oil futures rise 2% as Middle East skirmishes resume
Crude prices rebound after a 4% pullback as limited clashes in the Strait of Hormuz fail to escalate. U.S. strikes on Larak Island and Iranian missile fire into Jordan underscore fragile regional tensions.


U.S.-Venezuela oil deal secures 65 bln barrels, faces legal scrutiny
Washington secures control over a fifth of Venezuela's oil reserves in a 25-year pact criticized for lack of transparency and potential legal challenges. The deal aims to bolster U.S. strategic reserves amid rising fuel costs.

Oil prices rise over 3% as U.S.-Iran tensions escalate
Brent crude and WTI gain on renewed military strikes and tanker incident in Strait of Hormuz; weekly losses in August temper gains.

German inflation rises to 2.9% on energy, low Rhine water
Consumer prices in Germany accelerated in August, driven by surging energy costs and disruptions to shipping on the Rhine due to drought. Core inflation held steady at 2.4%.

Expion Energy appoints Marc Jarvis to board amid energy platform expansion
Marc W. Jarvis joins Expion Energy’s board with over four decades in oil and gas, bringing transaction expertise as the company scales its Louisiana operations and lithium battery business.

Occidental Petroleum shares rise 3% on oil rally, geopolitical tensions
U.S. oil major gains as Brent crude climbs over 3% following strikes in the Strait of Hormuz. Analysts cite improved cash flow and debt reduction as key drivers.

BofA lowers S&P 500 risk signal to yellow, highlights oil, banks and insurance
Bank of America says 60% of its bear‑market signposts have triggered, cutting the forward S&P 500 multiple to 20x and projecting modest 3% returns over the next year.

Occidental Petroleum shares rise 3% on geopolitical oil rally
U.S. strikes on an Iranian island and Tehran's retaliation lifted oil prices, boosting Occidental Petroleum shares in pre-market trading. Analysts cite improved cash flow and debt reduction as key drivers.

ConocoPhillips shares rise 1.5% on geopolitical oil risks, leadership change
U.S. strikes on Iranian targets and Venezuela developments lifted oil prices over 3%, boosting ConocoPhillips' pre-market stock. CEO transition and $12 billion Venezuelan arbitration claims add to upside.

Halliburton shares rise 2.7% as Brent crude tops $90 on Middle East tensions
Oilfield services firm rallies despite flat broader market as U.S.-Iran strikes stoke supply concerns and push Brent crude above $90 per barrel.


Japan’s crude oil imports rise 17% in July as US shipments surge
July crude imports reached 2.38 million barrels per day, driven by a near fivefold increase in U.S. supplies. Middle Eastern shipments fell 21.4% as regional share dropped to 58.9%.

EU naval forces board tanker suspected of Russia ties in Mediterranean
Operation EUNAVFOR MED Irini conducted flag verification on the MV SUN on August 30, citing suspected false-flag operation and links to Russia’s shadow fleet.

Criterium Energy signs long-term gas sales deal with Indonesia's PGN
Criterium Energy's subsidiary Mont D'Or Oil Tungkal Limited signed a take‑or‑pay gas sales agreement with PT Perusahaan Gas Negara, fixing price at $6‑7 per MMBtu and targeting first gas in September 2026.

Condor CEO warns passengers of higher ticket prices
Condor chief Peter Gerber said kerosene costs will stay elevated and called for lower air‑traffic taxes, while Hessen announced a ban on additional UAE airline slots at German airports.

Tenax, Snap gain; Miniso slides as Iran tensions lift oil prices
U.S. stock futures slipped on Monday as crude prices surged following U.S. strikes in Iran. Tenax and Snap advanced on corporate updates, while Miniso fell after weak earnings.

Bitcoin holds key support as Fed September hike odds rise to 60%
BTC struggles to break above $86,000 resistance while oil volatility surges on U.S.-Iran tensions and Venezuela energy deal. Fed rate expectations shift ahead of August jobs data.

European stocks slip as Iran tensions, rate hike bets weigh
DAX falls 0.9% after record close as Brent crude jumps 3.8% to $91.45/bbl; investors eye Fed policy signals and oil sector gains.

Ranger Energy to acquire STEP’s U.S. coiled tubing assets for $27.5 million
Cash-and-equity deal will expand Ranger’s onshore coiled tubing operations, adding 13 spreads and 220 personnel. Expected to close in September 2026.

Trump to meet U.S. refiners as gasoline prices exceed $4 a gallon
White House calls gathering to discuss refining capacity and Venezuelan crude imports after president accused refiners of profiteering. Exxon excluded following January clash.


Experts question US-Venezuela oil deal transparency
Legal and industry experts urge clarity on terms of the recently announced US-Venezuela oil agreement.

US oil stockpile depletes amid Iran conflict
Strategic reserves decline as the prolonged conflict with Iran continues to disrupt supply dynamics.

European gas surges to five-month high after US-Iran strikes
Dutch front-month natural gas contract jumps 4.7% to €70.10/MWh after U.S. strikes on Iranian missile sites in the Strait of Hormuz. Brent crude tops $90 as supply risks mount ahead of winter.

European stocks slip on rising rates, oil prices
EuroStoxx 50 and SMI retreat 0.2% as bond yields climb and Brent crude tops $80/bbl. Real estate and tech sectors lag while energy shares advance.

TSX futures rise ahead of Bank of Canada rate decision
Canadian benchmark index futures climb 0.2% as traders await Wednesday’s policy announcement amid steady inflation and geopolitical oil-price risks.

Swiss Market Index edges lower as heavyweights weigh amid oil spike
SMI slips 0.24% in narrow trading; Kühne+Nagel leads gains while Holcim, ABB lag. Brent crude rises 3.3% to $90.98 as Middle East tensions escalate.

German 10-year Bund yield hits 15-year high as oil, rates rise
Ten-year German government bond yield climbs to 3.29%, highest since 2011, as U.S. rate hawkishness and Brent crude at $89.80 per barrel fuel bond selloff. Two-year Bund yield also hits multi-year peak.

Energy stocks surge as U.S.-Iran tensions lift oil prices
Brent crude and WTI gained over 3% after U.S. strikes in the Strait of Hormuz; energy shares led premarket gains. Escalation follows failed diplomatic efforts to reopen a key oil transit route.

Energy stocks rise as oil jumps on U.S.-Iran tensions
U.S. oil benchmark WTI and Brent crude both climbed more than 3% after overnight strikes in the Gulf. Major energy names including Chevron and Exxon gained in premarket trading.


Asian stocks mixed ahead of Nvidia earnings; oil dips on Hormuz optimism
MSCI Asia-Pacific ex-Japan rose 0.12% as investors awaited Nvidia's third-quarter sales forecast of $104.2 billion. Brent crude fell over 2% to $86.41 amid signs of easing tensions in the Strait of Hormuz.

Asian energy stocks fall as oil drops on Iran-Oman Strait of Hormuz talks
Brent and WTI crude futures declined over 2% as discussions between Iran and Oman over the Strait of Hormuz eased supply concerns. Regional energy equities followed suit, with Woodside Energy and SK Innovation among the hardest hit.

Asia energy stocks fall as oil drops on Hormuz talks optimism
Crude prices slid over 2% as Iran and Oman discussed easing shipping restrictions through the Strait of Hormuz, dragging energy shares lower across Asia and Europe.

Swiss equities slip on oil, Fed bets; Roche weighs on SMI
The Swiss Market Index fell 0.1% as Roche dragged, while Kühne+Nagel gained 1.4%. Brent crude rose 3.3% to $90.98 amid Middle East tensions and delayed Hormuz Strait talks.

Oil gains after U.S.-Iran strikes heighten Persian Gulf risks
ICE Brent briefly tops $90/bbl as weekend strikes raise concerns over Strait of Hormuz disruptions. Russia extends diesel export ban through September.

London Gas Oil tops $1,300 as technicals flash overbought signals
London Gas Oil futures surged past $1,300, with the contract 8.5% above its 20-period moving average and RSI at 73.46, while traders eye key resistance at $1,328.

WTI crude nears $87.69 resistance as technicals signal mixed signals
U.S. benchmark oil hovers near key resistance after a recent advance, while technical indicators suggest caution amid weak trend strength and overbought conditions.

Gold dips from three-month high as oil, rate cut bets ease
Spot gold fell 0.7% to $4,624.97 an ounce after a three-week rally, while oil slipped below $90 a barrel amid Middle East de-escalation talks. Fed policy expectations remain the key driver.

Canada's Q2 current account surplus surges to record C$8.84 billion
Surplus of C$8.84 billion far exceeds economist forecasts of C$3.9 billion, driven by energy exports amid elevated oil prices. Foreign bond holdings hit a record C$80.8 billion.


Gold slips from three-month peak as oil, yields retreat
Gold prices eased 1.4% after hitting a three-month high, while U.S. Treasury yields and oil also declined. Fed Chair Warsh's Jackson Hole remarks and geopolitical tensions added to market focus.

Oil’s Retreat Triggers a Forex Reset: Commodity Currencies Under Pressure
A 2%+ slide in Brent and WTI after Iran‑Oman talks is pulling risk sentiment back, leaving the Canadian, Norwegian and Russian dollars exposed while the greenback gains a modest boost.

Chinese airline stocks drop 5% as Air China posts wider loss, oil tops $90
Shares of major Chinese carriers fell after Air China reported a deeper first-half loss, while surging Brent crude prices to $90 a barrel added pressure. Cathay Pacific also declined.

Oil prices fall as Iran-Oman talks revive Strait of Hormuz concerns
Brent crude and WTI decline after Iran and Oman resume talks on a temporary shipping route amid U.S. sanctions and regional tensions. Analysts warn of persistent geopolitical risk premium.

EOG Resources CEO sells $5.47 million in shares after Q2 profit beats estimates
Ezra Y. Yacob, chairman and CEO of EOG Resources, sold 35,942 shares at an average price of $152.097, reducing his direct holdings to 242,451 shares. The transaction follows a quarter where adjusted earnings reached $5.70 per share, exceeding forecasts.

U.S. oil prices fall 1.7% as Strait of Hormuz talks revive supply hopes
WTI crude drops to $80.99 after Iran and Oman resume talks on reopening the key shipping route. Losses extend a 3.1% decline from Tuesday.

Iran, Oman discuss Hormuz corridor amid U.S. standoff
Tehran and Muscat explore temporary navigation route in Strait of Hormuz while Washington warns of penalties for Iran-linked trade. Tanker struck near Oman, U.S. cites assassination plot against Barron Trump.

Asian stocks fall as oil prices rise and yields remain elevated
Regional equities decline as Brent crude approaches $90 a barrel and U.S. Treasury yields stay near recent peaks. Investors weigh Fed policy signals ahead of key data releases.

U.S. equities end lower as Dow slips 0.21% after sector declines
The Dow Jones Industrial Average fell 0.21% as losses in healthcare, consumer services and goods weighed on major indexes. The S&P 500 and Nasdaq also declined.


Oil prices fall as war premium unwinds faster than supply recovers
WTI and Brent drop for a third straight session as diplomatic signals reduce Middle East supply risks. U.S. inventory builds and softer-than-expected sanctions add to bearish momentum.

Swiss diesel prices stay high despite falling Brent crude
Diesel at Swiss pumps holds near 2.20-2.30 francs/litre even as Brent crude dips 7% to $87/bbl. Global refining shortages, Russian export ban and record-low U.S. distillate stocks keep costs elevated.

Brazil stocks, dollar steady ahead of U.S. data, Nvidia earnings
Ibovespa futures range-bound near R$176,000 as investors await U.S. GDP, PCE and Nvidia’s quarterly results. Spot dollar holds around R$5.15.

Oil, U.S. yields drop as global markets stabilize
Brent crude slid below $90 a barrel while U.S. Treasury yields fell up to 8 bps. European stocks rose as economic data improved, while gold hit a three-month high.

Iran, Oman near temporary Strait of Hormuz corridor deal as U.S. impasse persists
Tehran and Muscat have held about a month of talks on a temporary shipping corridor through the Strait of Hormuz, with Iran linking any opening to U.S. sanctions relief and an end to blockade conditions.

Russia stocks rise 2.7% as energy, mining shares gain
The MOEX Russia Index advanced 2.7% Tuesday, led by oil and gas, power and mining stocks, while crude oil futures fell 4.6% and gold futures edged higher.

Russian stocks rise 2.7% as oil, gas and mining shares gain
MOEX Russia Index advances on Tuesday as energy and mining stocks lead gains, while gold futures climb and oil prices retreat.

U.S. crude inventories rise 4.2 million barrels, defying forecasts
Weekly stockpile build exceeds analyst expectations by more than double, contrasting with prior drawdowns. WTI crude falls 1.66% to $80.99.

Oil prices fall as Iran sanctions package seen as less severe than expected
Brent and WTI crude drop over 3% after U.S. sanctions announcement fails to target key buyers, while diplomatic signals from Pakistan and Oman suggest potential de-escalation in Iran conflict.


Par Pacific to net $146 million from Laramie Energy asset sale
Par Pacific expects to receive $146 million from the $485 million sale of Laramie Energy’s oil and gas assets, with $27.5 million deferred to 2031 and potential earn-outs up to $30 million.

Wall Street rebounds as oil, yields fall; Nvidia, Merck lead gains
Dow, S&P 500 and Nasdaq advance after crude and Treasury yields retreat. Nvidia rebounds ahead of earnings, while Merck hits record high. Dick’s Sporting Goods plummets 31% on weak outlook.

Brazil DI rates fall as U.S. yields, oil decline
Brazilian interbank deposit rates eased Tuesday as U.S. 10-year Treasury yields and Brent crude retreated, while Copom rate-cut expectations firmed. DI Jan-2028 fell 8 bps to 13.80%.

Canada stocks rise 0.66% to record close as financials, materials lead
S&P/TSX Composite hits all-time high on broad gains, with energy and banks among top movers. Commodities diverge as gold rises while oil falls.

Swiss blue chips rise ahead of open; Nvidia earnings lift tech sentiment
Swiss equities poised for higher opening after Nvidia's strong quarterly results boosted Asian markets. Nasdaq ends modestly higher as Dow and S&P 500 slip.

Venezuela and U.S. sign 25-year energy pact targeting 1.5 mln bpd oil output
Interim President Delcy Rodríguez says the bilateral deal will develop 17 strategic oil fields while preserving sovereignty over reserves. U.S. to assume control of 65 bln barrels via private partners.

Trump says U.S. to use Venezuelan oil to refill strategic reserves
Agreement grants Washington majority control over 65 billion barrels of Venezuelan crude as U.S. reserve capacity falls to 40%.

Canada’s S&P/TSX Composite hits record close on broad gains
The benchmark index rose 0.66% to a new all-time high, led by Financials, Materials and IT. Energy Fuels and Bank of Nova Scotia led gainers, while Imperial Oil and Cenovus Energy lagged.

Canada’s TSX dips as Nvidia surges, banks mixed on earnings
Toronto market falls 0.18% after record high, while U.S. tech leads gains; Canadian lenders post mixed results and oil edges lower.


U.S. Treasury yields slip as oil falls, buyback debate heats up
Longer-dated U.S. Treasury yields eased as oil prices hit a one-week low and markets reassessed Treasury Secretary Bessent’s plan to more than double bond buyback operations.

U.S. Treasury yields ease as oil slides; buyback plan sparks debate
Longer-dated Treasury yields fell Tuesday after oil prices dropped over 3% to a one-week low. Treasury Secretary Scott Bessent's plan to more than double buyback operations drew criticism from investors including Stanley Druckenmiller.

Oil futures rise in U.S. session; Brent climbs 0.74%
October WTI crude oil futures gained 0.42% to $82.01/bbl, while November Brent oil rose 0.74% to $86.62/bbl during U.S. trading hours.

Brazil to extend gasoline subsidy until September 9
Federal government set to prolong R$0.44 per liter tax break amid ongoing Middle East oil price volatility. Extension hinges on congressional approval of the underlying provisional measure.

Canada stocks rise 0.66% as energy, banks lead gains
S&P/TSX hits record high on Tuesday as Financials, Diversified Materials and IT sectors advance. Energy Fuels, Bank of Nova Scotia and Southern Cross Gold lead gains.

London Stock Exchange dips as oil slide weighs on energy majors
FTSE 100 ends six-session winning streak as Brent crude falls 0.5% near $87.40 per barrel. Shell and BP retreat alongside Prudential after mixed corporate and industrial data.

Petrobras says Morpho oil sample to reach Rio in three weeks
Oil from Brazil's recent Morpho well discovery will be transported by truck under strict security to Rio de Janeiro for analysis. Petrobras also outlined long-term pre-salt field development plans.

Karoon Energy posts $29.2m H1 2026 profit as shares dip 2.0%
Half-year underlying net profit rose to $29.2 million on $244.9 million revenue, while the company declared a 1.2-cent interim dividend. Shares fell 2% despite strong operational metrics.

Horizon Oil posts record output, cash flow in FY26; shares dip
Horizon Oil reported FY26 net production of 2.15 million boe, a 33% rise, while cash flow surged 32% to $47.2 million. Shares fell 2.1% despite dividend hikes and record reserves.


European stocks rise as Iran sanctions eased, oil falls 3.5%
European equities advanced on Tuesday after U.S. sanctions on Iran were less severe than anticipated, while Brent crude dropped sharply. Health and industrial shares led gains.

Nasdaq climbs 0.45% as oil prices fall, chip stocks rebound
Dow and S&P 500 edge higher as tech-heavy index rebounds on strong semiconductor gains. Oil prices extend losses after softer-than-expected U.S. sanctions on Iran.

WTI Midland crude slips after Chevron cuts Rotterdam offer
U.S. WTI Midland crude prices fell as Chevron reduced its September-loading cargo offer to dated Brent plus $1.10 CIF Rotterdam, down from $1.30 the prior day.

Swiss stocks slip as Nestlé, Kühne+Nagel weigh; Accelleron surges on earnings
Swiss Market Index falls 0.6% to 14,450 as Nestlé and logistics firm Kühne+Nagel lag behind Accelleron’s 3.2% gain after strong half-year results. Brent oil drops 0.9% to $87.04 amid Hormuz Strait talks.

Russia’s July petroleum output falls 19.3% year-on-year
Output declined for a sixth straight month as drone attacks on refineries weighed on production, though the drop narrowed from June’s 21.7% slump.

Russia’s oil output falls 19.3% y/y in July as refinery attacks bite
July petroleum production declined for the seventh consecutive month, though the pace of the annual drop eased from June. Year-to-date output is down 9.2% through July.

Iran reiterates Hormuz Strait closure as regional conflict enters seventh month
Tehran insists the Strait of Hormuz remains shut amid escalating tensions with Washington, while Iraq seeks to mediate. Regional energy markets face persistent disruption.

WTI Midland oil prices fall after Chevron reduces offer in Platts window
Chevron lowered its September cargo offer by 20 cents to dated Brent plus $1.10, contributing to a broader decline in WTI Midland prices during the Platts trading session.

European stocks edge higher as oil, bond yields fall; EuroStoxx 50 up 0.12%
EuroStoxx 50 gains 0.12% to 6,455.63 as lower oil prices and bond yields offset modest gains. FTSE 100 rises 0.29%, SMI climbs 0.54% amid mixed signals.


Dutch AEX slips 0.15% as energy and materials weigh
The Netherlands' benchmark index fell on Tuesday, dragged by declines in energy and basic materials stocks, while oil prices dropped sharply. Advancers slightly outnumbered decliners.

U.K. shares rise 0.33% to all-time high as autos, pharma lead gains
The FTSE 100 advanced to a record close on Tuesday, with gains led by Vistry Group and Melrose Industries, while energy shares weighed on broader European benchmarks.

Spain’s IBEX 35 falls 0.21% as financials, telecoms weigh
Spanish equities slipped Tuesday, with the benchmark IBEX 35 down 0.21% amid sector declines in financials, consumer goods and telecoms. Gold rose while oil futures fell.

London stocks rise 0.33% to record high on broad gains
The UK blue-chip index hit a new all-time high Tuesday, led by autos, homebuilders and pharma, while gold futures edged up and oil prices fell sharply.

U.K. FTSE 100 hits record close as autos, pharma stocks lead gains
The blue-chip index rose 0.33% to a new all-time high, with Vistry Group and Melrose Industries among the top gainers. Gold futures edged higher while Brent crude fell over 3%.

Swiss Market Index rises 0.54% as ABB, Swisscom lead gains; Amrize hits record low
The SMI advanced to 14,525 points, supported by eurozone data and falling oil prices, while Amrize tumbled to an all-time low after another CFO departure. Swisscom, ABB and Sika led sector gains.

Turkey’s BIST 100 falls 0.19% as energy stocks weigh on market
The BIST 100 declined on Tuesday, with losses in energy and industrials offsetting gains in financial services and technology. Gold futures edged higher while crude oil prices fell.

Trump says Strait of Hormuz cleared of mines, warns Iran against new placements
U.S. president claims all explosives removed from key shipping route; Iran warned of 'zero tolerance' for future mine deployments. Monday data shows 5 million barrels per day transiting the strait.

U.S. sanctions pressure weighs on oil prices amid Iran tensions
Treasury’s ‘economic asphyxiation’ campaign targets Iranian exports, while analysts warn of broader supply risks. Canadian trade rhetoric adds noise but little market impact.


Trump says all mines cleared from Strait of Hormuz, warns Iran
U.S. President states Iranian mines in international waters have been removed or detonated. Iran warned any new mining will prompt retaliation.

US stocks rise as chip giants Nvidia, Micron gain; Dow pares gains
Nvidia and Micron led gains in U.S. equities as chip stocks rebounded ahead of earnings, while the Dow Jones pared early gains. Swiss SMI advanced on ABB and Sika strength.

Nasdaq advances 0.47% as oil and yields steady; Nvidia rebounds ahead of earnings
U.S. tech-heavy index recovers after early-week slump, led by chip stocks including Nvidia, as oil prices slide and bond yields stabilize. Dow up 0.11%, S&P 500 gains 0.16%.

U.S. consumer confidence falls for second straight month in August
Conference Board index drops to 89.4 from downwardly revised 90.2 in July, as persistent inflation and elevated energy costs weigh on sentiment.

Canadian stocks slip as U.S. tariff threat overshadows bank earnings
TSX Composite falls 0.2% after Washington defers higher auto tariffs to 2027 while imposing fresh levies on Canadian goods. Brent crude drops 2.9% to $89.53 amid broader market caution.

Middle East war at six months: Markets digest oil spikes, gold swings
Six months after the U.S.-Israeli strikes on Iran triggered a regional conflict, Brent crude averages $90, gold has rebounded 15% and global stocks hit a record. Regional economies and food prices show divergent impacts.

Eni in talks with U.S. and Venezuela to revive oil sector
Italian energy group seeks to support Venezuela's energy revival while U.S. pursues greater control over South American crude reserves. Eni holds assets with 5.5 billion barrels of recoverable resources.

Kazakhstan cuts 2026 oil output target after pipeline strikes
CPC pipeline disruptions prompt 4% reduction in 2026 output target to 96 million tons; Atyrau refinery fire adds to export risks amid Ukraine strikes on Russian infrastructure.

UK stocks end lower as telecoms, autos weigh; JD Sports gains
The FTSE 100 fell 0.09% as declines in fixed-line telecoms, autos and software offset gains in consumer stocks. JD Sports rose 3%, while Sage Group led decliners.


Greek refiner Motor Oil posts record H1 2026 profit on refining margin surge
Net income more than quadrupled to €686 million as refining margins hit record highs, while net debt fell sharply to €814 million. Turnover rose 43% to €7.52 billion.

Oil prices dip on Venezuela supply talks, Strait of Hormuz tensions
Brent crude fell 0.3% to $88.24 as U.S. companies near deals to develop Venezuelan oilfields. Strait of Hormuz traffic remains subdued six months after U.S.-Israel strikes on Iran.

Brent, WTI oil futures poised for weekly losses as Iran tensions persist
Brent crude down 0.6% to $89.18/bbl; WTI falls 1.2% to $82.52/bbl. Weekly declines of 5.5% and 5.2% respectively amid Strait of Hormuz shipping slowdown.

US stock futures rise on tech bets; Nvidia earnings in focus
Dow, Nasdaq seen opening higher as chip stocks rebound; Swiss SMI gains 0.21% led by ABB and Logitech. Oil slips, Bitcoin tops $80,000.

Motor Oil posts 428% profit surge in H1 2026 as refining margins hit records
Greek refiner Motor Oil reported a 428% jump in net profit to €666m in the first half of 2026, driven by refining margins that surged to record levels amid tight global balances and geopolitical disruptions.

Russia seen extending diesel export ban through September
Sources indicate the ban, initially imposed to ease domestic shortages, may be prolonged amid persistent refinery disruptions. Jet fuel and gasoline restrictions also in place.

Nearly half of global oil supply threatened by conflicts, analysis shows
Disruptions in the Middle East and Ukraine have removed 5-7 million bpd from markets, tightening refined fuel supplies and raising inflation risks. Global refining capacity has fallen 10% since 2022.

Recon Technology wins $1.33 million oilfield digitalization contract
The contract covers deployment of digital solutions for oilfield operations.

German DAX rises 0.8% as Ifo data fuels growth hopes
German business sentiment improved more than expected in August, lifting the DAX to within 260 points of its record high. Oil prices eased on geopolitical tensions, while chipmakers and Siemens Energy led gains.


European stocks rise modestly ahead of Nvidia earnings release
Euro Stoxx 50 gains 0.23% as mixed regional performance overshadows high expectations for Nvidia's quarterly report. Oil-linked stocks lag as energy prices retreat.

White House urges EPA to expand biofuel waivers amid high gas prices
Administration seeks to ease pump prices by allowing small refineries to blend fewer biofuels, as regulators review 34 pending waiver requests. Decision expected by month-end.

India’s crude import costs surge on soaring Hormuz shipping rates
Freight and war-risk insurance costs through the Strait of Hormuz have surged more than 400% since late February, driving India’s crude import bill up 60% in Q2.

Dollar steady as oil dips; China rejects U.S. sanctions on Iran
The U.S. dollar held firm against major peers as Brent crude fell over 2% for a second straight session. China’s rejection of U.S. sanctions on Iran added geopolitical risk, while oil’s decline weighed on energy-linked currencies.

U.S. crude stocks rise, fuels inventories fall in EIA data
Crude oil inventories increased by 95,000 barrels last week, defying analyst forecasts, while gasoline and distillate stocks declined more than expected.

Why the Recent Oil Pullback Is a Mirage, Not a Trend
The 2‑plus‑percent dip in Brent and WTI looks like relief from Iran‑related risk, but the underlying geopolitics and supply‑risk premium remain stubbornly intact.

Greek stocks rise 1.26% as Athens index hits 5-year high
Athens General Composite Index advances on gains in banking, construction and travel sectors. Gold and oil futures decline.

Iran, Oman continue talks on Strait of Hormuz agreement
Negotiations focus on revenue-sharing and navigation corridors amid U.S. pressure and unresolved ceasefire conditions. A final deal remains pending.

Oil prices fall as Iran sanctions pressure eases supply-risk premium
WTI and Brent crude decline 2.7% and 2.6% respectively as markets price in potential sanctions relief for Iran and easing geopolitical supply risks. U.S. inventories rise more than expected.


Gulf Keystone posts 26% EBITDA rise in H1 2026 despite Kurdistan output halt
Adjusted EBITDA climbed to $52 million as cost cuts offset production losses during February-August shutdowns in Iraq’s Kurdistan. Revenue remained flat at $82.8 million.

Greek stocks rise 1.26% to five-year high as banking, travel shares lead
Athens General Composite closes at a five-year peak after gains in financial, construction and tourism shares. Gold and oil futures edge lower.

Gulf Keystone posts 26% EBITDA rise in H1 2026 despite production outages
Oil producer Gulf Keystone Petroleum reported a 26% increase in adjusted EBITDA to $52 million in the first half of 2026, as cost reductions offset production disruptions tied to regional security concerns.

U.S. crude inventories rise 95,000 barrels as fuel stocks fall
Crude oil stockpiles climbed to 428.9 million barrels, defying analyst expectations, while gasoline and distillate inventories declined sharply. Refinery utilization held near multi-year highs.

Gulf Keystone Petroleum shares surge 8.8% on Kurdistan output recovery
Energy producer's stock jumps after resumption of operations in Kurdistan and interim dividend declaration. Revenue remains stable despite production disruption.

Gulf Keystone shares surge 9.3% on higher oil prices despite output decline
Adjusted EBITDA rose to $51.7 million in H1 2026 as realized oil prices more than tripled, offsetting a 67% drop in production amid security-related shutdowns. Cash balance stands at $63.5 million.

Oil prices slip 3% as Middle East risks ease, traders reassess supply threats
WTI and Brent futures fall to weekly lows amid signs U.S. sanctions on Iran may not escalate militarily. High diesel crack spreads and physical fuel costs remain elevated despite futures declines.

Klaveness posts record Q2 earnings as Middle East shipping crisis boosts rates
Oslo-listed shipping firm Klaveness Combination Carriers reported a 31% quarterly EBITDA jump to $38.5 million, citing unprecedented tanker rates amid Middle East trade disruptions. First-half profit reached $36.3 million, surpassing all of 2025.

Oil falls for fifth straight day as Middle East supply risks ease
Brent and WTI crude decline on signs of easing tensions in the Strait of Hormuz, while U.S. distillate inventories hit record lows. Talks between Qatar and Iran add to market optimism.


Iran, Pakistan report progress in interim U.S. deal talks
Negotiations focus on restoring a temporary cease-fire and reopening the Strait of Hormuz after recent sanctions pressure from Washington. Oil markets react to reduced shipping traffic.

Callan JMB appoints Andy Weigman to lead oil and gas acquisitions
Callan Power names former Northern Oil executive to oversee Williston Basin asset purchases following Reger Oil deal. Weigman brings 14 years of basin experience and a track record in sourcing over 900 wells.

Klaveness Q2 2026 EBITDA jumps 31% as Middle East disruptions boost freight rates
Norwegian shipping firm Klaveness Combination Carriers posted a 31% quarterly EBITDA surge to $38.5 million, citing Middle East shipping disruptions and a 11% revenue increase. Stock rose 2.14% to NOK 104.80.

Iran warns of retaliation after U.S. imposes new sanctions
Tehran vows countermeasures as Washington unveils targeted measures, while Pakistan mediates to ease tensions in the Strait of Hormuz. Oil transit through the key chokepoint drops to multi-month lows.

European stocks rise 0.35% as Iran sanctions relief lifts sentiment
STOXX 600 advances toward record high; healthcare leads gains, defence shares edge higher. Brent crude falls 3.5% on limited Iran supply disruption risk.

UBS maintains Neutral rating on Par Pacific with $65 target
Analyst cites $485 million asset sale by Laramie Energy as key development while keeping valuation unchanged. Stock last traded at $73.93, up 129% year-over-year.

TORM posts record Q2 2026 earnings on geopolitical-driven tanker disruptions
Danish product tanker operator TORM reported a fivefold jump in net profit to $338 million, citing disruptions to global oil flows from the Strait of Hormuz closure and rerouting around Africa.

U.S. sanctions on Iran, tariff threats lift stocks; Bitcoin tops $80,000
U.S. stock futures rise as investors weigh new sanctions on Iran and delayed tariffs on Canada. Bitcoin climbs above $80,000 amid ETF inflows and macroeconomic factors.

European natural gas prices steady after Iran sanctions fail to disrupt supply
Dutch and British gas futures consolidate near five-month highs as U.S. sanctions on Tehran avoid immediate supply shocks, while EU storage remains below target ahead of winter.


WTI crude oil slips as Iran supply risks fail to spark rally
Technical reversal signals emerge after WTI fails to capitalize on geopolitical supply threats. Analyst flags key support levels amid shifting momentum.

U.K. benchmark index rises 0.25% as gains in utilities, banks offset losses
The Investing.com United Kingdom 100 advanced at the close on Friday, led by gains in electrical utilities, banking and industrial transport. Advancers outnumbered decliners by a 1.6-to-1 margin.

German stocks rise as DAX hits record; utilities, chemicals lead gains
The DAX advanced 0.82% to a record close, with utilities, chemicals and insurance shares leading advancers. Gold and oil futures fell as the euro softened against the dollar.

Italian stocks rise 0.65% as travel, telecoms lead gains
The Investing.com Italy 40 index advanced Friday, with advancing stocks outnumbering decliners by 379 to 306. Crude oil and gold futures fell during the session.

Spanish stocks rise as IBEX 35 gains 0.91% on sector strength
Financials, chemicals and consumer goods led gains in Madrid, with 96 advancers versus 78 decliners. Gold futures fell 2.19% to $4,561.91 per troy ounce.

UK stocks end higher as UK 100 index gains 0.25%
The Investing.com UK 100 index advanced 0.25% Friday, with advancing stocks outnumbering decliners by 1,050 to 638. SSE, HSBC and Severn Trent led gains, while B&M, BAE Systems and Airtel Africa lagged.

U.K. stocks rise 0.25% as utilities, banks and industrials lead gains
The Investing.com United Kingdom 100 index advanced 0.25% on Friday, with SSE, HSBC and Severn Trent among top gainers. Commodities and the pound were broadly lower.

Israel’s TA 35 index falls 0.51% as energy and banking stocks weigh
The Tel Aviv benchmark declined as losses in oil and gas, banking and biotech offset gains in retail and technology. Crude oil and gold futures also fell during the session.

Israel’s TA 35 Index falls 0.51% as oil and gold decline
Tel Aviv stocks retreated Friday, led by declines in oil and gas, banking and healthcare, while crude and gold futures also slipped. The TA 35 Index ended 0.51% lower, with 312 advancers versus 139 decliners.


Morocco’s All Shares Index falls 0.61% as utilities, banks weigh
Casablanca equities declined Friday, with declines in utilities, banking and mining offsetting gains in pharmaceuticals and industrials. Oil and gold futures also retreated.

Greek stocks rise 0.49% as banks, construction and travel lead gains
Athens General Composite Index advanced on Friday, driven by gains in banking, construction and travel sectors. Gold and oil futures declined during the session.

Greek stocks rise 0.49% as banking, travel sectors lead gains
Athens General Composite advances on broad-based gains, offsetting losses in energy and industrials; gold and oil futures decline.

European stocks rise as U.S. sanctions on Iran ease crude supply fears
Euro Stoxx 600 gains 0.4% as Brent crude steadies near $91.50; German GDP beats estimates with 1.0% annualized growth in Q2.

U.S. sanctions Singapore-based firm Wellbred Capital over Iran ties
U.S. Treasury targets Wellbred Capital and affiliates for alleged links to Iranian oil shipper Mohammad Hossein Shamchani, including Swiss and UAE entities.

India’s Russian oil imports fall from July record on supply constraints
Imports drop to about 2 million bpd in August from July’s peak of 2.8 million bpd as Ukrainian strikes and Chinese demand curb Russian supply. Refiners pivot to West African and American crude.

NorAm Drilling posts 64% profit jump as rig utilization hits 98.6%
Second-quarter results show revenue up 12.3% to $29.4 million, with adjusted EBITDA climbing 40% as all 11 rigs remained contracted. Backlog stands at $30.3 million.

NorAm Drilling Q2 2026 profit jumps 61.5% as rigs run at 98.6% utilization
Second-quarter revenue rose 12.3% sequentially to $29.4 million while adjusted EBITDA surged 40% to $6.3 million. All 11 super-spec rigs remained contracted in the Permian Basin.

Viva Energy posts record first-half profit as debt declines sharply
Group EBITDA surged 154% to AUD 774 million while net debt fell to AUD 1.7 billion. Interim dividend set at AUD 0.0773 per share as retail visits rose to 139 million.


PetroTal director buys 199,000 shares at 27.8p each
Gavin Wilson, non-executive director of PetroTal, acquired 199,000 shares on the AIM market at a weighted average price of £0.278 per share. The transaction increased his total beneficial interest to 934,000 shares.

Asia stocks slip on tech jitters; oil prices ease after overnight drop
MSCI Asia-Pacific ex-Japan index fell 0.5% as tech sector nerves weighed on regional markets. Brent crude futures slipped 0.1% to $92.08 per barrel after a 2% decline overnight.

Woodside posts 159% surge in H1 free cash flow as LNG projects advance
Underlying profit hits $1.3 bln as Scarborough nears completion and Trion drilling begins, while structural cost cuts target $350 mln annually from 2028.

Strait of Hormuz traffic falls to multi-week lows amid Iran-Oman corridor talks
Vessel transits through the key oil chokepoint dropped to five ships on Tuesday, down sharply from recent averages, as Tehran and Muscat weigh a temporary corridor. China remains the top destination for Hormuz-bound crude.

Oil prices dip as Iran-Oman talks raise Strait of Hormuz reopening hopes
Crude futures eased after reports of a potential temporary shipping corridor in the Strait of Hormuz, though analysts caution any normalization remains contingent on broader sanctions relief.

Saudi equities rise 0.25% as Tadawul hits three-month high
Telecoms, IT and real estate led gains in Riyadh, while crude oil and gold futures declined. Advancers outpaced decliners by nearly two-to-one.

Woodside posts 7% rise in H1 profit on higher oil prices
Underlying profit reached $1.33 billion as revenue climbed 14% to $7.45 billion, driven by stronger oil prices despite lower production. Interim dividend increased to 57 cents per share.

U.S. stocks little changed as PCE inflation data, Nvidia earnings loom
Dow Jones held steady ahead of July PCE inflation data and Nvidia's quarterly results, while oil prices slipped on Gulf transit talks. Fed signals from Jackson Hole next in focus.

EUR/USD holds gains above 1.1575 as energy prices ease ahead of Jackson Hole
Euro strengthens on softer oil prices and falling Treasury yields, with core PCE and Fed Chair Warsh’s speech next on the agenda.


CPC Blend oil exports capped at 1.5M bpd for September
Kazakhstan's CPC Blend exports for September match August levels, with maintenance at Karachaganak field offsetting potential Black Sea disruptions.

Oil prices fall as Middle East diplomacy hopes rise
Brent and WTI crude decline over 5% weekly as U.S.-Iran tensions ease and inventories rise. Strait of Hormuz traffic remains disrupted despite White House claims.

Iran conflict enters costly stalemate after six months of war
Six months of U.S.-led strikes and blockade have left Iran’s economy in free fall and its military weakened, with no clear exit for either side despite rising global oil prices.

Woodside Energy shares rise 2% on earnings beat, cost savings plan
Profit and revenue growth, higher oil prices and a $350 million cost-cutting initiative drove gains. First Scarborough LNG cargo remains on track for Q4.

Australian shares rise 0.68% as IT, healthcare lead gains
The S&P/ASX 200 advanced 0.68% on Tuesday, with gains in IT, consumer staples and healthcare offsetting losses in industrials. Gold futures climbed while oil prices dipped.

Woodside Energy shares rise 2.0% after strong half-year results
Australian oil and gas producer posts 13% revenue growth and lifts underlying profit by 7% in the first half of 2024, beating earnings estimates.

Oil prices rise as markets weigh new U.S. sanctions on Iran
Brent crude gains 1.9% after U.S. targets 60 Iranian entities; Strait of Hormuz traffic hits record low. WTI slips 2.0% to $83.25.

Sinopec’s new chairman overhauls refiner for energy transition
Hou Qijun targets 20% of capital spending for new energy as China’s largest refiner shifts focus amid falling fuel demand and rising electrification.

Mexico’s S&P/BMV IPC rises 0.06% as industrials lead gains
The benchmark index advanced on broad sector strength, while gold futures climbed and Brent crude slipped. Aeromexico’s airport operator weighed on equities.


Mexican stocks rise 0.06% as Industrials, Consumer Goods lead gains
The S&P/BMV IPC advanced modestly on Monday, with gains in Industrials and Consumer Goods offsetting declines in aerospace and mining. Gold futures climbed, while oil prices fell.

Oil prices fall 3% as U.S. sanctions on Iran ease conflict fears
Brent crude and WTI drop to multi-week lows after Washington expands economic pressure on Tehran, while shipping disruptions in the Strait of Hormuz keep supply risks elevated.

Oil prices fall 5% after U.S. sanctions on Iran fail to sway markets
Brent and WTI crude futures declined nearly 5% as traders shrugged off new U.S. sanctions against Iran and focused on profit-taking after a multi-week rally. Analysts noted limited market impact from Washington’s latest measures.

Oil falls as Hormuz corridor deal eases war premium
Crude prices slide for a third session after Oman-brokered talks suggest a temporary shipping route may soon reopen, reducing supply disruption risks. Weekly losses exceed 9%.

U.S. launches sweeping sanctions campaign to isolate Iran’s economy
Treasury targets nearly 60 entities across five sectors, including gold, shipping and aviation, as part of a coordinated economic offensive. Oil prices ease after two-week rally.

U.S. judge dismisses lawsuit challenging Trump offshore drilling order
Federal judge rules environmental groups' case premature as drilling remains off the table in protected coastal waters. Legal challenge can be refiled if offshore activity becomes imminent.

Callan JMB to buy North Dakota oil and gas assets for $12.5 million
Callan Power LLC, a unit of Callan JMB, will acquire non-operated interests in 377 producing wells and 27 development wells in the Williston Basin. Deal expected to close by Oct. 1.

Dutch stocks slip as AEX ends 0.40% lower on sector losses
The AEX index declined 0.40% in Amsterdam, weighed by declines in oil & gas, real estate and basic materials. Shell, ING and Ahold Delhaize led the fallers.

Saturn Oil & Gas reports Q2 record revenue, outlines growth strategy at IDEAS Conference
Canadian producer posts CAD 359.9m Q2 revenue, refinances debt at lower rates, and targets 10% production growth in 2026. Shares trade at a valuation gap to peers.


Northwest Europe gasoline refining margins hit highest since 2022
Gasoline refining margins in the ARA hub surged to $46.74 per barrel amid a 14% drop in regional inventories, the lowest in nearly five years. Traders cite seasonal demand and supply tightness.

FTSE 100 ends 0.8% lower as telecoms, tobacco weigh
U.K. benchmark index dips as declines in fixed-line telecoms, beverages and tobacco offset gains in software and exchange operators. Gold and oil futures edge higher.

Matador Resources projects $900M free cash flow in 2026 amid disciplined growth strategy
Oil producer outlines 6-7% production growth, $1.6B capex and $10B asset valuation at Midwest IDEAS Conference. Free cash flow targets revised higher on stronger oil prices.

CNOOC CEO flags potential for U.S.-China energy cooperation amid thaw
Chinese state oil giant sees scope for LNG trade revival despite lingering tariffs as relations improve. CEO cites U.S. supply strength and China’s import demand as key drivers.

Dollar firms as U.S. yields rise, yen and euro lag in thin trade
The greenback advanced against most Group-of-10 peers as rising U.S. Treasury yields lent support, while the yen and euro lagged despite Bank of Japan rate-hike speculation and a bond-buyback rally.

Nvidia lifts premarket U.S. stocks; Swiss Market Index falls on heavyweights
Nvidia shares rose 5.9% in premarket trading after earnings, lifting Nasdaq futures 1% and S&P 500 futures 0.44%. Swiss Market Index fell 0.9% as Nestlé, Novartis and Roche weighed on the benchmark.

Jadestone posts 13% revenue rise in H1 2026 despite output decline
Revenue climbed to $261.1 million as higher oil and gas prices offset lower production volumes. Operational disruptions and maintenance costs weighed on profitability.

Swiss SMI dips 1% as Nestlé, Novartis, Roche weigh; Gurit surges 10%
Heavyweights drag Switzerland’s blue-chip index lower while Gurit jumps on strong earnings. Investors eye Jackson Hole for Fed clues amid elevated inflation and geopolitical risks.

Jadestone Energy posts 13% revenue rise in H1 2026 despite output decline
Net cash from operations nearly doubled to $97 million as the company navigated hedging charges and operational setbacks. Production guidance for 2026 was revised lower to 16,000–18,000 boepd.


European gas prices steady after Strait of Hormuz talks ease supply risks
Dutch benchmark gas holds near €65.61/MWh as diplomatic progress in the Middle East stabilizes energy markets. U.S. inventories and LNG capacity seen cushioning Europe ahead of winter.

Eco Atlantic highlights Navitas drilling plans in Falklands and South Africa
Eco (Atlantic) Oil & Gas reports Navitas Petroleum's plans to drill exploratory wells offshore Falkland Islands and South Africa, with estimated resources totaling 225 million barrels of oil and 4.5 Tcf of gas.

Strait of Hormuz traffic remains below 10-day average as Iran-Oman talks progress
Five cargo vessels transited the Strait of Hormuz on Tuesday, well below the 10-day average of 15 ships, as Iran and Oman discuss maritime corridor plans and mine removal.

Weatherford, NCS Multistage set Aug. 31 merger election deadline
NCS Multistage shareholders must choose between cash and stock options by Aug. 31, 5 p.m. ET. Deal expected to close Sept. 1, pending customary conditions.

Canada stocks rise 0.26% as materials, healthcare lead gains
Materials, healthcare and REITs drove the S&P/TSX Composite higher at Monday’s close, while gold futures advanced to a record near $4,706 an ounce.

Swiss stocks rise pre-market; Accelleron surges on Nvidia-linked demand
SMI futures up 0.08% as Accelleron leads gains after strong half-year results. Brent and WTI oil drop over 1% on Hormuz Strait opening talks. Nvidia’s AI-driven rally boosts semiconductor suppliers.

Ampol posts record first-half profit on refining margin surge
Refining margins tripled to drive RCOP EBITDA to $1.64 billion, underpinning a 376% jump in attributable net profit. Interim dividend raised to 185 cents per share.

Sinopec says China’s oil demand likely peaked in 2023
China may no longer be the marginal driver of global crude demand growth as EV adoption and a softer economy curb road fuel use, according to the world’s largest refiner.

Woodside posts $1.3 bln H1 2026 profit as cash flow surges
Underlying net profit rose to $1.3 billion in the first half of 2026, while free cash flow jumped more than 150% to $352 million. The company raised its interim dividend to $0.57 per share.


Savannah Energy posts 13% rise in cash collections, lifts revenue
Cash collections reached $247.9 million in seven months to July, while revenue climbed 10% to $160.6 million. Production rose at Stubb Creek and the Uquo 13 well came online in Nigeria.

Eco Atlantic eyes 225 mln barrels from Falklands drilling plan
Navitas Petroleum plans to drill an exploration well in the North Falkland Basin early next year, with Eco Atlantic set to gain a 225 million barrel share if successful. South Africa farm-in also advances pending approvals.

Oil prices fall on Middle East diplomacy hopes
WTI crude drops 0.5% after four-day slide as reports of eased Strait of Hormuz tensions emerge, while broader market remains cautious.

Oil prices fall for third day, easing market jitters ahead of Jackson Hole
Brent crude drops over 2% to $85.43, WTI falls 2.4% to $80.36 as geopolitical risks ease. Fed's Warsh to speak at Jackson Hole as inflation data looms.

Saudi Aramco boosts September oil sales outside Strait of Hormuz
State oil giant increases shipments to Asia via ship-to-ship transfers off Fujairah and Sohar, bypassing the Strait of Hormuz amid regional tensions. Two VLCCs carrying 4 million barrels each en route to China.

Indian equities retreat as Nifty 50 falls 0.52% on broad sector losses
Nifty 50 and Sensex 30 declined Wednesday, with losses concentrated in IT, consumer staples and utilities. India VIX hit a six-month low as volatility eased amid mixed sector performance.

Oil tanker traffic via Strait of Hormuz slumps amid diplomatic talks
Daily crossings fell to five vessels on Tuesday, well below the ten-day average of 15, as Iran and Oman discuss a temporary shipping route while U.S. sanctions target Tehran’s oil facilitators.

Hormuz tanker traffic falls to 5 vessels as diplomacy efforts revive
Commercial tanker crossings through the Strait of Hormuz dropped to a fifth of the 10-day average on Tuesday, coinciding with reports of a potential U.S.-Iran ceasefire and a temporary shipping route agreement.

European natural gas futures rise 1.7% as oil and heating oil fall
Nymex October natural gas contracts advance on Wednesday, while crude and heating oil futures decline. U.S. dollar index also edges higher.


European stocks rise as oil drops; Nvidia earnings awaited
STOXX 600 gains 0.1% as energy sector slumps on oil price decline. Nvidia’s quarterly results and U.S. inflation data loom large for investors.

UBS-CFA indicator rises but uncertainty over Swiss economy grows
Swiss economic sentiment improves for second month, yet expectations diverge sharply; U.S. outlook darkens while SNB seen holding rates at zero. Euro seen above 0.90 CHF with 79% probability.

Swiss stocks open higher as SMI gains 0.14% on mixed sector moves
SMI advances to 14,538 points with UBS and Amrize among top gainers, while Kühne+Nagel, Lonza and Alcon lag behind. Brent crude falls 2.5% to $86.35 amid Iran talks.

European stocks rise ahead of U.S. inflation data, Nvidia earnings
Euro Stoxx 50 gains 0.2% as oil prices fall on regional transit talks; chipmakers mixed ahead of Nvidia's quarterly report; FTSE 100 little changed.

German stocks little changed as oil slide offsets SAP losses
DAX holds near record levels ahead of U.S. inflation data and Nvidia earnings; SAP drops on UBS downgrade as oil rout eases inflation concerns.

Oil prices fall as sanctions speculation weighs on markets
Brent crude and WTI decline on reports of potential sanctions, with technical levels under scrutiny as traders assess downside risks.

FX markets calm ahead of Jackson Hole, oil and French risks simmer
Cross-asset calm persists as traders await Nvidia earnings, PCE data and Fed signals. Oil slips on Strait of Hormuz talks, while yen longs gain traction on policy divergence.

European stocks edge up as Brent crude sinks 2.6% amid Middle East ceasefire talks
European equities advanced modestly on Wednesday, with gains capped by a sharp drop in Brent crude after reports of a potential U.S.-Iran ceasefire. ECB warnings of further tightening added pressure to rate-sensitive sectors.

Indonesia’s IDX Composite falls 0.98% as financials, infrastructure weigh
Jakarta equities ended lower Wednesday, dragged by declines in financials and infrastructure stocks. Crude oil and gold futures also retreated, while the rupiah firmed modestly against the dollar.


European gas prices fall 3% as Middle East ceasefire talks ease supply risks
Dutch and British wholesale gas contracts decline after reports of a potential U.S.-Iran interim ceasefire agreement reduce fears of LNG supply disruptions. Brent crude also drops over 2.5% to $85.01.

European stocks rise as oil falls despite ECB rate hike warnings
European equities edged higher on Wednesday as Brent crude slumped 2.6% after reports of a potential U.S.-Iran ceasefire deal. ECB board member Schnabel reiterated the need for further tightening.

Nvidia earnings, PCE data and oil rout shape Wednesday’s market moves
Nvidia’s quarterly results, U.S. inflation data and a sharp drop in oil prices are set to drive trading as geopolitical risks and trade disputes add pressure.

U.S. SPR crude falls to 289.7 mln barrels as inventories build
Strategic Petroleum Reserve drops further toward operational minimum amid rising commercial stockpiles and weekly crude inventory build. WTI and Brent decline on the day.

Ukraine strikes Afipsky refinery as Russian fuel crisis deepens
Latest drone attack on 180,000 bpd Krasnodar facility follows months of near-daily strikes crippling refining capacity and tightening global diesel supplies. Governor reports two deaths, 10 homes damaged.

Canadian oil sands maintenance to tighten U.S. crude supply by 300,000 bpd
Seasonal maintenance in Canada’s oil sands threatens to cut heavy crude exports to U.S. refiners, compounding global fuel supply constraints and lifting refining margins further.

Euro yields fall as oil slides despite ECB hawkish signals
German two-year and 10-year Bund yields dropped after Brent crude dropped over 2.5% to near $86 a barrel, offsetting ECB warnings on inflation risks.

European bond yields fall as oil drop offsets ECB hawkish signals
German 10-year Bund yield slips below 3.2% as Brent crude falls over 2.5% on Middle East ceasefire hopes, despite ECB warnings of further rate hikes.
Putin grants state power to seize critical infrastructure amid drone attacks
Russian president authorizes temporary control of fuel, energy and logistics assets deemed vulnerable to Ukrainian drone strikes. Measures target retail and storage facilities, including Wildberries and Ozon sites.


Gold hits three-month high as Treasury intervention, trade risks lift demand
Bullion rises 0.2% as U.S. debt surge and geopolitical tensions underpin safe-haven flows. Brent crude falls 5% on ceasefire report.

European diesel margins fall over 7% as gasoil premium narrows
European diesel cracks dropped sharply as the gasoil-to-Brent spread declined by $5.52 to $70.79 per barrel. Perm refinery closure and U.S. import surge add pressure.

Saudi Aramco signs $3.7bn worth of deals with French firms
Saudi Aramco secures procurement contracts for drilling equipment and oil tubular goods, alongside an MoU to explore industrial AI technologies. Total value exceeds $3.7 billion.

Swedish stocks end lower as health care, financials weigh on OMX Stockholm 30
The OMX Stockholm 30 slipped 0.05% as declines in health care, financials and oil & gas sectors offset gains in industrials and select blue chips. Crude oil futures fell over 2% alongside the index.

Belgian BEL 20 edges up 0.11% to one‑month high
The BEL 20 closed 0.11% higher on Monday, driven by consumer services, financials and basic materials, while gold rose and oil fell.

Italy’s blue-chip index falls 0.28% as energy and industrials weigh
Nexi and Moncler led gainers while Prysmian and Stellantis lagged as the Investing.com Italy 40 ended lower. Oil prices fell alongside the broader market.

Global bond markets steady as U.S. prepares Iran sanctions
Yields on core eurozone and Japanese debt held flat on Monday as Washington readies sweeping financial penalties against Tehran. Brent crude fell 1.5% ahead of the announcement.

Oil slide eases pressure on stocks as AI rebound takes hold
Crude fell sharply on softer geopolitics, easing long-end yields and lifting tech shares. Nvidia’s seven-day losing streak ended as the macro backdrop turned less punishing.

Global bond markets stall as U.S. signals new sanctions on Iran
Sovereign debt desks paused trading Monday as Washington prepared fresh economic measures against Tehran. Brent crude fell 1.5% on geopolitical risks.


Brent crude falls below $91 as technical breakdown accelerates
Brent oil futures slipped to $90.64 after failing to hold above key resistance, with traders eyeing further downside toward $85.67. Technical indicators signal a shift to bearish momentum.

BW Offshore slashes 2026 EBITDA guidance on BW Opal delays
Second-quarter EBITDA rose to $63 million but full-year guidance cut to $250–280 million from $310–340 million after BW Opal schedule shift. Shares fell 11% in premarket trading.

European stocks flat as Iran sanctions uncertainty weighs
Stoxx 600 steadies near unchanged; Brent crude dips 1.5% as geopolitical risks rise. BW Offshore slumps 14% on profit warning.

FTSE 100 edges higher as oil falls, Iran tensions ease tech-led losses
UK benchmark reverses early declines after Brent crude drops over 1% and geopolitical jitters fade. Gainers led by energy and consumer staples as global equities drift lower.

BW Offshore cuts 2026 EBITDA guidance after BW Opal delay
Q2 EBITDA rose to $63 million but full-year guidance was reduced to $250-280 million from $310-340 million due to a delay in the BW Opal project completion.

US stocks mixed as oil dips, SMI extends losses; ABB falls, Richemont rises
U.S. benchmarks diverge with Dow up 0.1%, S&P 500 down 0.3% and Nasdaq 100 down 0.6% as Brent crude drops 1.1% to $93.10. Swiss SMI falls 0.47% with ABB leading decliners and Richemont among top gainers.

TotalEnergies says Strait of Hormuz oil shipments remain profitable despite risks
French energy giant transports crude through the Gulf chokepoint at a premium to Brent prices, offsetting higher shipping costs. Refined product flows remain unviable.

Putin orders state takeover of poorly protected critical infrastructure
Russian president authorizes temporary seizure of energy, transport and logistics assets after Ukrainian drone strikes disrupt fuel supplies and commerce.

Oil prices steady as Iran plan fails to sway markets
Bessent's proposed 'D-Day' strategy for Iran fails to trigger volatility in oil markets, with prices holding near recent ranges despite geopolitical risks.


Secondary sanctions on Iran will reshape oil flows more than we think
Washington’s new secondary sanctions on Iran could reroute global oil trade, tighten financing and raise the geopolitical risk premium on crude.

European diesel margins drop over 7% as gasoil-Brent spread narrows
European diesel crack spreads fell more than 7% as the gasoil-Brent premium declined to $70.79 per barrel. August import volumes to the EU and UK rose to 724,000 bpd, with the U.S. supplying over half.

US stocks slip at week’s open; Intel, AMD drag tech; SMI near lows
Dow, S&P 500 and Nasdaq 100 fall 0.1%, 0.3% and 0.6% respectively as chipmakers lag. Brent crude dips 1% to $93.22/bbl amid Iran sanctions outlook.

Hormuz traffic surges 400% but Iran’s oil exports stall amid sanctions
Ships passing through the Strait of Hormuz have risen sharply, yet Iran’s crude shipments to Asia have nearly halted ahead of new U.S. sanctions. Analysts see mixed signals for oil markets.

Halliburton wins bp contract for Brazil deepwater field
Halliburton secures a contract from bp to support operations at a Brazil-based deepwater oil field.

Wall Street set for gains as oil falls ahead of Nvidia earnings
U.S. stocks poised for modest advance Tuesday, with Dow up 0.5%, Nasdaq 100 up 0.9% as Brent crude drops 2.1%. Focus shifts to Nvidia’s AI-driven earnings report due Wednesday.

Swiss stocks rise as US futures gain; ABB, Logitech lead gains
Swiss Market Index climbs 0.21% as European peers advance; Amrize drops after CFO exit, Orior slumps on guidance cut. Oil, gold and crypto prices mixed.

Iran vows retaliation after U.S. expands sanctions to 60 entities
Tehran condemns new U.S. measures targeting Iranian individuals, vessels and firms as tensions rise over Strait of Hormuz incident. Brent crude edges lower for second day.

European stocks rise on lower oil, upbeat German data
Euro Stoxx 50 gains 0.5% as oil prices fall and German business sentiment improves; chipmakers advance ahead of Nvidia earnings.


Iran, Pakistan report progress in U.S.-Iran ceasefire talks
Pakistan’s interior minister says 'significant progress' made in Tehran meetings as U.S. rolls out fresh sanctions to isolate Iran. Oil prices ease on diplomatic signals.

Bitcoin jumps above $80,000 as U.S. tightens Iran sanctions
Cryptocurrency extends rally to three-month high while Brent oil slips after fresh U.S. measures targeting Iran's financial networks. Stock futures edge higher ahead of key earnings.

Woodside scraps $5 bln clean energy target, posts 7% profit rise
Australia’s Woodside Energy abandons long-term emissions and clean energy spending plans, citing unfavorable market conditions and lack of customer demand for green hydrogen projects.

Six months into Iran war, nearly half of global oil flows from war zones
Conflict-related disruptions have redirected significant volumes of oil shipments through high-risk regions.

Oil futures rise in Asian trade as WTI tops $85, Brent nears $91
WTI crude for October delivery climbed 0.41% to $85.36 per barrel, while Brent for November gained 0.31% to $90.82 as the dollar index firmed slightly.

U.S. Treasury to expand secondary sanctions on Iran amid Strait of Hormuz tensions
Move targets entities aiding Iran’s energy exports as Washington intensifies economic pressure; announcement set for Monday. Treasury Secretary Bessent to detail campaign framed as 'economic D-Day.'

Callan JMB appoints Michael Reger president of oil and gas unit
Reger will lead Callan Power LLC, a new Callan JMB subsidiary focused on oil and gas development and transformer manufacturing in Alabama. Appointment follows acquisition of assets from Reger Oil.

Oil tanker struck by unidentified projectile off Oman coast
Vessel left inoperable after impact near Ash Shishah; UKMTO reports no crew injuries. Environmental impact under assessment.

Expion360 rebrands as Expion Energy, enters oil and gas sector with Louisiana deal
The company formerly focused on battery production will acquire an oil and gas exploration opportunity in eastern Louisiana for $3.425 million, with plans to lease up to $4 million in acreage. The deal requires drilling by February 2027.


Oil drops over $2 as U.S. expands Iran sanctions
Brent and WTI crude fell more than 2% after Washington tightened secondary sanctions on Tehran, while analysts warn the impact may be limited without broader compliance. TotalEnergies says it continues shipping through the Strait of Hormuz despite tensions.

Dollar rises as US-Canada trade spat fuels risk aversion; gold at three-month high
The U.S. dollar gained ground against most peers as trade tensions with Canada escalated and sanctions on Iran tightened. Gold extended gains to a three-month peak above $4,660 an ounce.

Finland’s OMX Helsinki 25 falls 0.23% as oil weighs on energy stocks
The benchmark index declined on Monday as losses in oil and gas, telecoms and utilities offset gains in industrials and consumer goods. Nokian Renkaat and Valmet led advancers.

SM Energy raises quarterly dividend to $0.22 per share
U.S. oil and gas producer SM Energy declared a cash dividend of $0.22 per share, payable on Sept. 21. The record date is set for Sept. 7.

Micropolis Robotics wins ADNOC supply deal for oil, gas robotics
UAE-based Micropolis Robotics to deploy autonomous robots and Physical AI for ADNOC’s oil and gas operations, expanding its industrial automation footprint.

Canada stocks end higher as S&P/TSX gains 0.26%
The S&P/TSX advanced modestly, led by gains in gold miners, while industrials lagged. Gold futures rose to near $4,706 per ounce.

Horizon Kinetics buys single Texas Pacific Land share for $381.51
The stakeholder acquired one share at $381.51, increasing its beneficial ownership to 3.24 million shares. Texas Pacific Land reported Q2 revenue of $246.1 million.

WTI crude holds near $85.22 as traders eye $87.69 breakout
Oil consolidates within a $4.50 range as technical indicators signal indecision. Analysts outline bullish and bearish scenarios with defined risk/reward parameters.

U.S. oil futures drop 2.1% as dollar strengthens during session
WTI crude for October fell to $85.22 per barrel, while Brent for November declined 2.2% to $90.63, as the U.S. dollar index rose 0.23%.


IEA rules out second coordinated oil reserve release
Executive Director Fatih Birol says no plans exist for another global stock drawdown, as EU storage targets loom and gas levels remain below historical averages.

Kimbell Royalty raises 2026 production outlook after acquisitions
Company lifts Q3 and Q4 output guidance by 10% and 15% respectively following two recent acquisitions, targeting 26.5-30.7k boe/d by year-end.

Swiss equities slip as ABB drags; Richemont leads SMI gainers
U.S. stock futures fall ahead of Monday open, while Swiss SMI hovers near flat after morning losses. ABB leads decliners; Richemont tops gainers as broader market shows mixed performance.

TotalEnergies CEO flags crude bearishness, product market strength
Patrick Pouyanne warns of a divergent oil market as benchmark crude trades near $90/bbl while refined products command elevated premiums. U.S. gasoline seen holding above $4 under Trump policy.

Norway’s Arctic Drill‑Down: Why Europe’s Energy Security May Cost More Than It Saves
Oslo’s decision to push ahead with Barents Sea drilling pits sovereign oil ambitions against the EU’s climate push, reshaping Europe’s supply outlook and the politics of Arctic exploitation.

ConocoPhillips executive sells $1.28m in shares after strong Q2 results
Senior Vice President Andrew Lundquist disposed of 9,487 shares at $135.15 each, reducing his direct holdings to 9,593 shares. Shares trade near a 52-week high following a 47% year-to-date gain.

Spain's IBEX 35 rises 0.69% as airline, banking stocks lead gains
The benchmark index advanced on Monday, with gains in consumer services and financials offsetting declines in energy and real estate. Gold futures climbed 0.67% to $4,712.10 an ounce.

U.K. stocks rise 0.28% as WPP, Diageo lead gains; BP, GSK drag
The Investing.com United Kingdom 100 advanced 0.28% at the close, with beverage and retail stocks outperforming. BP and GSK were among the biggest decliners.

Raymond James downgrades airlines on higher fuel costs, upgrades Allegiant
Analyst cuts estimates across the sector as jet fuel prices surge 39% quarter-to-date, while lifting Allegiant Travel to Strong Buy on margin recovery and scale gains.


European stocks mixed as Iran sanctions, Nvidia loom over week
Euro Stoxx 50 slipped 0.22% as traders awaited U.S. sanctions on Iran, Nvidia earnings and Jackson Hole policy signals. FTSE 100 rose 0.35% on metal gains; SMI flat near 14,447.

Denmark’s OMX Copenhagen 20 rises 0.41% as Maersk, Coloplast lead gains
Denmark’s benchmark index advanced on Monday, driven by gains in consumer goods and oil & gas stocks. Maersk and Coloplast led advancers, while gold futures climbed to a record.

France’s CAC 40 falls 0.37% as oil, gas and industrials weigh
The benchmark index declined alongside losses in energy and industrial stocks, while gold futures rose and crude oil fell. Stellantis led decliners.

Turkish stocks end lower as tech, telecom drag; BIST 100 down 0.09%
BIST 100 fell 0.09% as losses in technology, IT and telecom sectors offset gains in select equities. Gold futures rose 1.13% while oil benchmarks fell 2.5-2.9%.

Polish stocks rise as WIG30 gains 0.31% on Monday
The WIG30 index advanced 0.31% as basic materials and IT sectors led gains, while crude oil futures fell nearly 3%.

Global markets cautious amid geopolitical tensions and Nvidia earnings
Swiss and European equities edge lower as investors await key U.S. data, central bank signals and Nvidia’s AI chip results. Oil and gold move in opposite directions.

Swiss equities slip as SMI lags; Roche, Novartis weigh; Richemont gains
Swiss benchmark SMI falls 0.25% to 14,423 as Roche and Novartis slide, while Richemont leads gains. US futures point to a softer open after a mixed week.

Europe’s EV sales surge to 20.7% market share on high fuel costs, incentives
Battery-electric car registrations in Europe rose 40.4% in H1 and reached 20.7% of all new sales, driven by record fuel prices, state subsidies and cheaper models. France and Germany posted shares above 30% and 29% respectively.

Greek stocks slip 0.08% as energy weighs on broader market
Athens General Composite Index fell 0.08% amid declines in telecoms, basic resources and home services, while gold futures rose 0.88% to $4,721.70 per troy ounce.


Greek equities slip 0.08% as telecoms, resources weigh; gold climbs
Athens General Composite falls on Monday as 57 stocks decline versus 53 advances. Telecoms, household and basic resources sectors lead losses. Gold futures rise to $4,720.26 an ounce.

US stocks mixed as Nvidia, Iran tensions weigh; SMI edges lower
Dow ekes out gains while S&P 500 and Nasdaq 100 retreat; Nvidia faces scrutiny ahead of earnings. SMI slips 0.26% as ABB, Roche weigh.

Oil markets shrug off Iran Strait of Hormuz threats amid U.S. sanctions push
Iran’s warnings of a full oil blockade fail to sway markets as traders focus on record U.S. production and Washington’s fresh sanctions package targeting Tehran’s trade partners.

TotalEnergies to invest in Abu Dhabi oil pipeline expansion amid Middle East transit risks
French energy major TotalEnergies will co-fund the doubling of the Fujairah pipeline in Abu Dhabi, citing the need to secure alternative export routes as Strait of Hormuz disruptions threaten global oil flows.

Norwegian oil firms Equinor, Aker BP, Vaar Energi launch frontier exploration venture
Three major Norwegian energy companies will jointly explore 20-25 frontier prospects on the Norwegian continental shelf, targeting five high-impact wells annually over the next four to five years.

Iran blacklists 45 tankers, threatens fines and seizures in Hormuz escalation
Tehran’s new maritime authority imposes restrictions on 45 vessels for alleged rule violations, escalating tensions in a key oil transit chokepoint handling over 8 million bpd.

China urges Middle East de-escalation as U.S.-Iran tensions rise
Beijing calls for immediate dialogue as regional tensions hit a critical point, while Washington threatens new economic measures against Iran's trade partners.

Exxon to automate half of Permian drilling fleet by 2028 in output push
Oil major targets 2.5 million boepd in Permian by 2030 as robotic rigs cut costs and injuries. Automated fleet expansion follows early success with two robotic rigs.

Swiss market pares losses as pharma weighs; Nestlé, Amrize advance
SMI dips 0.04% after opening losses as Roche and Novartis lag; Nestlé gains 0.5% while Amrize rises 1.3%. Brent crude holds near $93/bbl amid Iran sanctions uncertainty.


Six months of war reshapes global markets, policy focus at Jackson Hole
Geopolitical tensions and energy disruptions drive inflation and policy shifts as central banks convene. Nvidia earnings and South Korea’s rate decision add to the week’s key events.

Diesel crisis deepens as refining outages strain global supply
European diesel prices surge 70% since war began while U.S. cracks hit record highs. Tight refining capacity and shrinking inventories risk prolonging price spikes into winter.

Tanker traffic through Strait of Hormuz weakens amid U.S.-Iran tensions
Weekend transits fell to single digits as threats of oil export bans and economic sanctions escalated. Data shows tanker volumes down roughly 90% from pre-conflict baselines.

Brent oil falls 1% as Iran sanctions speculation eases prices
Brent crude drops to $93.22 per barrel as US-Iran tensions ease on economic sanctions outlook. WTI falls nearly 2% to $85.53 amid mixed signals from Tehran.

European natural gas prices dip 0.8% ahead of U.S. sanctions on Iran
Dutch and British wholesale gas contracts slipped as oil benchmarks pulled back, while markets await Washington’s new economic penalties targeting Tehran’s energy trade partners.

Iran warns of fines, detention for ships violating Hormuz Strait rules
Tehran’s new maritime authority says vessels breaching Gulf traffic regulations face penalties; U.S. prepares fresh sanctions targeting Iran’s financial partners.

Six EU countries push for September talks on taxing oil firms' windfall profits
Germany, Spain, Italy and three others urge EU finance ministers to address surging energy costs with a targeted windfall tax framework ahead of September meeting in Dublin.

European stocks slip 0.1% as tech drags; Iran sanctions loom
STOXX 600 falls on tech sector weakness ahead of U.S. sanctions on Iran and Nvidia earnings. Brent crude holds near $92 a barrel as gold advances on dollar weakness.

Fed’s Warsh speech, Iran sanctions weigh on markets ahead of Nvidia earnings
Nasdaq 100 futures slip 0.6% as investors assess geopolitical risks and await Nvidia’s earnings report. Brent crude falls 1.5% to $93.16 amid Iran sanctions outlook.


Swiss stocks slip as pharma giants weigh; Nestlé rises, biotech drags
SMI falls 0.25% to 14,423 as Roche and Novartis decline; Nestlé gains 0.5%. Biotech sector under pressure amid broader market caution ahead of key U.S. events.

BW Offshore shares slump 11% after BW Opal delay forces EBITDA guidance cut
Norwegian oilfield services firm cuts 2026 EBITDA forecast to $250-$280 million after BW Opal project delays and $125 million impairment. Shares fall 11.1% in Oslo trading.

Swiss market falls as Roche, Novartis weigh; Nestlé, Holcim rise
SMI slips 0.15% as pharma majors drag; Nestlé gains 0.5% while biotech stocks retreat. Brent oil drops 1.5% to $92.94 amid geopolitical jitters.

Rockhopper to raise capital for second Sea Lion FPSO amid project expansion
Rockhopper Exploration plans a capital raise to fund its 35% share of a second FPSO for the Sea Lion oil project, with Navitas Petroleum exercising an option to acquire the vessel. First oil from the Northern Development Area remains on track for early 2028.

Australia shares rise 0.49% as metals, mining sectors lead gains
The S&P/ASX 200 advanced 0.49% on Monday, driven by gains in metals, mining and materials. Paladin Energy surged 10.68%, while gold futures climbed to $4,699.89 per troy ounce.

Canadian dollar weakens 0.2% after US trade talks collapse
Canada retaliates with matching tariffs after Washington imposes 50% duties on $20bn of goods. Oil prices fall ahead of US sanctions on Iran.

Taiwan Weighted Index falls 1.00% as energy and plastics weigh
Decliners outnumbered gainers nearly 2-to-1 as oil, gas and electricity shares led losses; semiconductor and tech names diverged with strong gains.

Taiwan stocks fall 1% as oil, energy shares weigh; semiconductor gains limited
Taiwan Weighted Index drops on broad declines across oil, gas and plastics sectors, while semiconductor stocks show mixed performance. WTI and Brent crude oil futures retreat alongside the index.

Quantum Helium finds commercial oil, advances helium tests in Colorado
Extended production test at Sagebrush-1 well confirms 2.5% helium concentration and identifies new oil target in Leadville Formation. Quantum advances permitting for two additional oil prospects.


Swiss market opens lower as pharma stocks weigh; gold hits 3-month high
SMI falls 0.22% in pre-market as Roche and Novartis drag; DAX seen little changed. Brent oil dips 1.5% to $92.94/barrel; WTI at $85.61. Gold climbs 0.75% to $4,637/oz.

Norway to proceed with Arctic drilling despite EU opposition
Energy minister says Barents Sea development is critical for Europe's supply security and Norway's long-term role as a key oil and gas exporter. EU's Arctic moratorium stance clashes with Oslo's sovereign energy strategy.

Asia FX steady as dollar hovers near three-month lows
U.S. dollar index trades little changed near mid-May lows; Canadian dollar rises after U.S. imposes 50% tariffs on $20 billion of goods. Oil prices slip over $1 a barrel.

Iran discovers major natural gas field with 212 bcm reserves
New field in southern Fars province holds 212 billion cubic meters of gas, with 161 bcm recoverable. State media cites lower costs due to sweet gas composition amid production declines from war-related damage.

Asian stocks fall as tech giants lead selloff; Nvidia, Fed in spotlight
Samsung and Alibaba shares sink after weak earnings and share placements, while U.S. equity futures edge lower ahead of Nvidia results and Jackson Hole. Brent crude dips below $93 a barrel.

Weekend ship traffic through Strait of Hormuz falls to 20 vessels
Iran-U.S. tensions curtail energy transit corridor; analyst data shows sharp drop in commercial vessel crossings amid regional instability.

Iran threatens US over 'economic war' and warns Gulf states
Tehran vows retaliation against Washington's planned sanctions and warns regional oil exporters against compliance, as US Treasury prepares to unveil measures targeting Iran's economy.

Markets await U.S. sanctions details as oil, bonds steady
Treasury Secretary Bessent to outline sanctions strategy at 2 p.m. EDT; oil slips 1.5% as Gulf risks rise. Nvidia earnings, Fed Chair Warsh at Jackson Hole also on deck.

Oil prices fall ahead of expected U.S. sanctions on Iran
Brent and WTI decline by over 1% as traders price in tighter supply risks from potential new U.S. measures against Tehran. Brent dropped to $93.17/bbl, WTI to $85.86/bbl.


Ampol H1 2026 profit surges 245% on tight fuel markets
First-half earnings hit AUD 1.39 billion as tight global fuel supplies and refinery disruptions in Russia and the Atlantic basin drove exceptional margins. Management cautioned conditions are cyclical.

U.S. to unveil sweeping sanctions on Iran as tensions escalate
Treasury Secretary Scott Bessent warns of a 'global pariah' designation for allies of Tehran. Iranian official vows oil exports will halt if economic pressure persists.

U.S. Treasury announces sweeping sanctions against Iran amid oil export threat
Washington prepares 'economic D-Day' targeting Tehran's financial networks, as Iran vows to halt all oil shipments through the Strait of Hormuz.

U.S. stock futures flat after weekly declines; Nvidia, Jackson Hole in focus
S&P 500, Nasdaq and Dow futures held steady after last week's losses as investors await Nvidia earnings and the Federal Reserve's Jackson Hole symposium. Brent crude remained above $93 per barrel amid geopolitical tensions.

Oil prices slip as U.S. readies new Iran sanctions
Brent crude and WTI retreated from multi-week highs after Washington announced fresh measures targeting Tehran. Strait of Hormuz flows remain disrupted amid escalating regional tensions.

Wall Street futures steady after weekly losses; NVIDIA, Jackson Hole in focus
S&P 500, Nasdaq and Dow futures trade little changed after declines wiped out three-week winning streaks. NVIDIA earnings and Fed remarks at Jackson Hole next in focus.

Oil prices slip as U.S. sanctions on Iran weigh on markets
Brent crude steadied near $93.50 per barrel while WTI fell over 1% after Washington imposed fresh restrictions on Tehran. New measures target oil exports via the Strait of Hormuz.

Ampol posts A$1.36 bln H1 profit as Iran conflict lifts refining margins
Australian refiner returns to profitability with 152% EBITDA surge, driven by soaring refining margins amid Middle East supply disruptions. Interim dividend more than quadruples to 185 cents per share.

Ampol posts A$1.36 bln interim profit as refining margins surge on geopolitical risks
Australian refiner Ampol more than reverses a year-earlier loss with a 152% EBITDA jump, citing strong refining margins amid Middle East conflict and supply disruptions.


Italy extends diesel tax cut as fuel prices rise
Government prolongs €0.17/liter reduction amid elevated diesel and gasoline costs; highways see €2.203/liter diesel price.

Oman’s oil revenue rises 10% in Q2 2026, state agency reports
Public revenues up 13% to $17.14 billion as net oil earnings climb to 3.33 billion Omani rials, driven by higher crude prices. Government spending also rises 9%.

Iran dismisses U.S. threat of new sanctions as ‘desperate’ move
Tehran warns Washington that proposed penalties will fail as it maintains defiance over Strait of Hormuz blockade and oil exports to China. U.S. Treasury chief vows ‘harshest sanctions in history’ in response.

Gulf stocks rise on oil gains as Iran sanctions fears lift crude
Saudi and Qatari benchmarks advanced after Brent crude topped $94 a barrel on Sunday, with Saudi mining and shipping shares leading gains. Egypt's EGX 30 extended gains for a second session.

Gulf stocks rise as oil nears $95 on Iran sanction jitters
Saudi benchmark climbs 1.1% as Brent crude tops $94 on U.S. threats to impose fresh sanctions on Iran. Regional bourses diverge with Qatar and Egypt gains offsetting Kuwait and Oman losses.

Iran warns Gulf states against joining U.S. sanctions amid Hormuz closure
Tehran threatens retaliation if neighbours back Washington’s planned measures, as Strait of Hormuz remains largely closed. New gas discovery adds to regional tensions.

Saudi equities rise 1.13% as Tadawul All Share hits one-month high
The Saudi stock market advanced on Sunday, led by gains in advertising, cement and financial services. The Tadawul All Share Index closed at a one-month peak.

Iran dismisses U.S. sanctions threat as ‘desperate’ amid regional tensions
Tehran rejects Washington’s vow of ‘toughest sanctions in history’ after U.S.-Israel strikes, while global oil flows through the Strait of Hormuz remain disrupted.

Iran warns neighbors against U.S. sanctions as Hormuz Strait remains closed
Tehran threatens retaliation against regional states joining Washington's new sanctions; Hormuz oil flows remain disrupted amid escalating tensions. Trump administration to unveil measures Monday.


Iran conflict keeps oil prices elevated as geopolitical risks persist
Brent crude nears $94/barrel as Strait of Hormuz disruptions and U.S.-Iran tensions outweigh market buffers like strategic reserves and alternative supply routes.

European gas hits seven-month high on Hormuz supply risks
Dutch TTF front-month futures rose to their highest since March as Middle East transit disruptions and low storage levels tighten European gas markets.

London Gas Oil holds near $1,241 as traders eye $1,328 resistance
London Gas Oil futures consolidate in a tight range ahead of a potential breakout above $1,260. Technical indicators suggest limited near-term momentum.

WTI crude holds below $82 as technicals signal indecision
Oil prices remain trapped between $80 and $84.50 as volume-weighted average price and moving averages cap gains. Traders eye a breakout toward $87.40 or a drop to $75.

Kimbell Royalty closes $221.2 million acquisition of mineral interests
Transaction includes $74.9 million in cash and 9.5 million common units valued at $15.40 each. Effective date set for June 1, 2026.

Iran permits Iraqi oil tankers to transit Strait of Hormuz
Iraqi vessels carrying oil cleared for passage after Baghdad secured permission from Tehran. Exports via Turkey, Syria and Jordan also under discussion.

Russia stocks rise 0.6% as energy, metals shares climb
MOEX Russia Index gains led by Norilsk Nickel and Magnitogorsk Steel amid gains in oil and gas, mining and power sectors. RUB strengthens against euro.

Northwest Europe gasoline refining margins rise on demand strength
Gasoline refining margins in Northwest Europe climbed to $40.04 per barrel as robust demand tightened supply, while ARA inventories rose modestly. Trading activity in E5 and E10 barge markets also increased.

NATO chief convenes allies to assess Hormuz Strait navigation support
Supreme Headquarters Allied Powers Europe hosted talks to coordinate allied contributions for maintaining freedom of navigation in the Strait of Hormuz, a critical oil transit route.


India approves $731 million LPG pipeline expansion led by GAIL
Regulator clears 1,800 km network across six states to boost LPG supply security and cut logistics costs. India's pipeline network to expand by over 23%.

Markets price sharper ECB rate hikes as hawkish bets rise
Traders lift deposit-rate wagers to near 3% by late 2027, with a September increase seen as the next step. Oil and gas markets remain elevated amid Middle East tensions.

China’s Q4 oil imports seen rising to 9.9 mln bpd as refiners seek alternatives
Chinese refiners’ crude purchases may rebound to near 10 mln bpd by year-end, but high prices and supply constraints limit gains from pre-war peaks. Analysts cite storage overhang and Middle East disruptions.

China fuel exports surge in July as restrictions lifted
Refined fuel shipments more than doubled from June to 1.74 million metric tons, driven by easing of export curbs. Diesel, gasoline and jet fuel volumes rebound to pre-Iran war levels.

U.S. futures edge up as PMI data looms; Iran sanctions warnings weigh on oil
Wall Street futures rose modestly ahead of key U.S. PMI releases, while Brent crude slipped after Washington threatened new sanctions on Iran. Ross Stores surged on upbeat earnings guidance.

Oil prices rise for second week as Iran tensions escalate
Brent and WTI crude advance on U.S. threats of sweeping sanctions against Iran and continued Ukrainian strikes on Russian refineries. Analysts warn of further upside risks.

U.S. blockade curbs Iranian oil exports, analysts say global market unaffected
Reinstatement of U.S. sanctions halts Iranian crude shipments from key terminal, removing Tehran from oil market balances. Analysts warn of underpriced geopolitical risk amid tight refined product markets.

European stocks end week near July lows as oil, bonds weigh
Stoxx 600 closes down 0.6% for the week; Brent crude hits one-month high on geopolitical risks while German 10-year bund yields near 2011 peaks.

Hormuz Tensions Reset the FX Carry‑Trade Landscape
Escalating US‑Iran friction and a near‑halt in Strait of Hormuz oil flows are reshaping risk sentiment, reviving safe‑haven funding currencies and forcing a rethink of high‑yield carry trades.


Brent crude dips as weekly gains hold after sharp rally
Weekly oil price surge persists despite Friday pullback as geopolitical risks tighten supply from key Persian Gulf route.

U.S., Iran exchange threats as new sanctions near and Hormuz oil flows stall
Washington prepares sweeping measures against Tehran as ship traffic through the Strait of Hormuz collapses to multi-month lows. China accounted for over 80% of Iran’s seaborne oil purchases in 2025.

Rising U.S. yields, Middle East tensions weigh on Asian equities
Nikkei falls 0.3% as investors balance strong Japan data against inflation risks; Shanghai mixed, Kospi gains led by chipmakers; Brent crude holds near $93.71 amid geopolitical jitters.

U.S., Iran escalate rhetoric as new sanctions set for Monday rollout
Washington and Tehran exchange threats ahead of Washington’s announcement of sweeping new economic penalties on Iran, while oil flows through the Strait of Hormuz remain near halt.

US stocks set for weekly lows as Walmart drags; Swiss market extends losses
Walmart shares slump 6% in pre-market after weak U.S. sales, dragging retail peers lower. SMI extends declines as Logitech and Swiss Re lead losers; oil hits four-week high.

German DAX falls below 26,000 points amid energy and rate pressures
The German blue-chip index slipped 0.65% to 25,921 points, extending losses as rising oil prices and bond yields weighed on sentiment. The Euro Stoxx 50 and MDax also declined.

Callan JMB to buy Williston Basin oil assets from Reger Oil for $252M cash flow
Callan Power LLC, a unit of Callan JMB Inc., will acquire oil and gas assets in North Dakota’s Williston Basin from Reger Oil, with a 23-well drilling program set to begin in May 2027. The deal includes a 75% working interest and projects $252 million in net cash flow under a $75/bbl oil price assumption.

Exxon seeks $80 bln Kashagan deal as Tengiz output seen peaking
ExxonMobil eyes a joint venture to develop Kazakhstan’s Kashagan field, aiming to offset a projected 40% decline in Tengiz output by 2035. Terms hinge on resolving a $150 bln dispute and a $5 bln fine.

Oil prices rise as supply tightness masks crude stock builds
Brent and WTI extend gains amid Middle East tensions and refining bottlenecks, even as U.S. crude inventories climb for a second week. The Brent-WTI spread widens to $6.61.


Swiss gasoline prices rise above 2 francs per liter for first time since 2022
Average price for 95-octane gasoline reaches 2.02 francs per liter, driven by Middle East tensions, reduced refinery capacity and Rhine transport disruptions. Diesel climbs to 2.27 francs.

Gold hovers near double-top formation as geopolitical risks rise
Futures consolidate near $4,640 after a brief rally as Iran-US tensions and rising U.S. debt weigh on markets. Technical signals suggest downside risk if key support breaks.

US equities mixed; SMI edges lower as oil hits four-week high
Futures on the Dow slipped 0.13% while Nasdaq futures rose 0.1% ahead of U.S. open. Brent crude surged 2.6% to $94.04/bbl, nearing $100/bbl. Swiss Re and Logitech led SMI laggards.

U.S. EPA permits early switch to winter gasoline to ease fuel costs
Regulator moves up transition to less costly fuel blend starting Sept. 1, aiming to boost supply amid elevated gasoline prices. Policy shift follows Iran conflict and $4-plus-per-gallon national average.

U.S. debt tops $40 trillion as markets eye trade talks, Fed signals
U.S. debt exceeds $40 trillion for the first time, while energy prices surge amid Middle East tensions. Trade deal deadline with Canada delayed to Saturday, as markets await Fed commentary and corporate earnings.

UK retail sales dip 0.5% in July despite World Cup and hot weather boost
Non-food sales declined as promotions shifted to June, offsetting gains in alcoholic drinks and beverages amid heatwave and sporting events. Consumer confidence rose to a two-year high despite inflation pressures.

Gold rises as Trump escalates economic pressure on Iran
U.S. sanctions threat against Iran lifts gold, oil prices; Fed rate-hike odds remain low ahead of Jackson Hole. Analysis flags technical resistance and profit-taking risks.

European stocks dip as JD Sports slumps on weak outlook
Euro Stoxx 50 and SMI slip 0.2% as retail sector drags; JD Sports shares plunge 15% after profit warning.

Oil prices rise for second week on Middle East supply risks
Brent crude holds near $94 as U.S.-Iran tensions curb Persian Gulf flows; WTI slips to $87. U.S. threatens 'unprecedented' sanctions against Tehran.


Middle East oil risks push tanker prices to record highs
VLCC and second-hand supertanker values exceed $130 million as Gulf exporters charter fleet to bypass Strait of Hormuz threats. Charter rates also hit historic peaks.

European stocks slip as oil surge offsets bond-market relief
STOXX 600 logs seventh straight drop; Brent crude tops $90 on Middle East tensions while energy shares rise. JD Sports leads laggards after profit warning.

E-mini crude oil futures jump 2.6% as Strait of Hormuz tensions tighten supply
Futures rise to $86.55 on record diesel crack spreads and a 328,000-barrel U.S. crude draw, amid escalating Gulf shipping disruptions and no U.S.-Iran talks.

European gas prices rise as Strait of Hormuz shipping slowdown persists
Dutch front-month futures gain 0.2% as Qatari LNG cargoes remain stranded amid reduced tanker traffic through the Persian Gulf.

Panoro Energy posts H1 2026 pro forma revenue of $130M, eyes gas-led growth
Norwegian E&P firm reports $68M EBITDA for first half, raises FY2026 capex guidance to $72M as it expands into Côte d'Ivoire and Equatorial Guinea. Shares dip 3% on results.

Oil steadies near one-month high as U.S.-Iran tensions support weekly gain
Brent crude set for second straight weekly advance above $93 a barrel after U.S. threats of new sanctions on Iran and threats to the Strait of Hormuz tightened supply concerns.

Asia stocks slip on the week as bond yields, oil remain elevated
Regional equities end lower amid persistent inflation pressures from elevated crude prices and U.S. Treasury yields near multi-year highs. Dollar index hits three-month low.

Oil rises as U.S. ramps up sanctions pressure on Iran
Brent crude climbs above $83 a barrel as Washington intensifies measures targeting Tehran’s oil exports. Market focus shifts to supply risks amid geopolitical tensions.

U.S. debt tops $40 trillion as Fed minutes, Iran tensions lift markets
Fed minutes show dissent on rates as U.S. debt surpasses $40 trillion; Brent crude rises on geopolitical risks while Walmart's ad unit growth supports retail shares.


Panoro Energy shares drop 4% after H1 2026 update, CI-27 deal details emerge
Panoro Energy’s stock fell 4% in pre-market trading after releasing H1 2026 pro forma figures and confirming a $80 million acquisition in Ivory Coast. The CI-27 deal, funded via shares and debt, is expected to close by Q3.

Dorchester Minerals hits 52-week high as Williston Basin deal lifts shares
Dorchester Minerals LP shares jumped to a 52-week peak of $28.97 as a $1.2 billion Williston Basin acquisition and strong dividend yield of 17.8% drove gains. Year-to-date returns exceed 41%.

Belgium’s BEL 20 climbs 1.11% to one-month high on sector gains
The BEL 20 index advanced Friday, led by consumer goods, healthcare and basic materials, as rising stocks outnumbered decliners by nearly three-to-one in Brussels. Gold futures surged 2.25% to a record.

Dow Jones falls below 53,000 as Walmart, yields and oil weigh
Walmart shares drop 9% after weak U.S. sales; Deere & Co rallies 7% on upbeat outlook. U.S. debt tops $40 trillion as Treasury yields rebound.

German DAX slips 0.34% in early trade as oil, yields weigh
European stocks opened lower Thursday as rising oil prices and bond yields pressured the DAX, while gains in Continental and Sartorius were offset by losses in Brenntag and Ströer.

Swiss equities edge higher as Roche, Novartis offset Logitech decline
SMI advances 0.1% on pharma strength; Centiel surges 18% after analyst upgrade. Oil holds near $92/bbl as geopolitical risks persist.

Oil market braces for supply surge as bypass routes expand
Strategic bypass pipelines and U.S. shale growth are eroding Hormuz risk while Iraq seeks higher OPEC quotas and Venezuela’s export rebound faces port bottlenecks.

FTSE 100 edges lower as Middle East tensions lift oil prices
London’s blue-chip index slipped 0.03% as Brent crude surged 2.4% amid U.S.-Iran standoff over the Strait of Hormuz. Anglo American and JD Sports led sector declines.

Hormuz disruption adds measurable risk premium to oil prices
Saudi crude imports to the U.S. fell 91% as refiners ran at multi-year highs, signaling a durable supply shift tied to Strait of Hormuz constraints.


Iraqi crude emerges as key alternative as China, U.S. reroute oil flows from Hormuz
Chinese refiners and U.S. importers are pivoting to Iraqi oil as Gulf supply via the Strait of Hormuz faces disruption. The shift is compressing Iraqi grade discounts and reshaping regional refining margins.

Dow Jones rebounds as commodities, crypto-linked stocks surge on China stimulus hopes
U.S. equities advance after Thursday slump; gold miners, copper producers and crypto-related firms lead gains. Oil steadies near recent highs as bond yields remain elevated.

U.S. crude oil inventories rise 4.4 million barrels, EIA data shows
Commercial stockpiles reach five-year average as gasoline inventories climb. WTI crude and Brent futures edge higher on the day.

Oil, LNG markets brace for prolonged squeeze as Hormuz flows plunge
Diesel and refined fuel crack spreads surge as Strait of Hormuz flows fall to 11% of pre-war levels. IEA warns of 4.3 million bpd global supply drop, deepening energy crunch amid prolonged Middle East conflict.

Diesel cracks surge above $100/bbl as supply tightens sharply
Record-high diesel crack spreads signal a physical market far tighter than Brent futures suggest, with Middle East and Russian exports down over 50% amid regional conflicts.

German DAX seen little changed as energy costs, yields weigh
Outlook for Frankfurt stocks points to muted trading as higher oil prices and rising bond yields offset regional tech rebounds. Sartorius gains on UBS upgrade.

Nekkar posts first quarterly profit in two years as orders double
Norwegian industrial group Nekkar ASA swung to a NOK 4 million net profit in Q2 2026 as revenue fell 7% but order intake surged to NOK 294 million. FiiZK acquisition and Satco stake boost portfolio.

Oil prices hold near multi-week highs on Middle East supply risks
Brent and WTI futures rise modestly as geopolitical tensions in the Strait of Hormuz threaten crude flows. Market watchers see limited downside amid tight supply dynamics.

Australia stocks rise 0.33% as materials, mining shares advance
S&P/ASX 200 gains led by Zip Co and Super Retail Group; gold and oil futures edge higher amid sector rotation.


Nekkar ASA posts Q2 2026 profit amid rising orders, revenue decline
Norwegian marine equipment firm Nekkar ASA reported positive EBITDA and a 100% surge in order intake for Q2 2026, despite an 8% drop in revenue. CEO Ole Falk Hansen highlighted portfolio expansion and debt-free acquisitions.

U.S. oil stocks poised to gain as Iran tensions lift crude prices
Nine U.S. oil and gas companies with high free cash flow yields and low leverage are set to benefit from a $10 per barrel surge in oil prices amid Middle East tensions. Chord Energy and APA Corp lead the list with FCF yields above 14%.

North Dakota oilfield activity rises as crude prices climb toward $80
Rig count increases to 33 in August from 27 in July as Bakken crude trades at a $4.39 premium. Operators cite sustained price strength and Middle East supply risks as drivers.

European stocks flat as oil hits one-month high, bond yields climb
Pan-European index set for second straight weekly decline as Brent crude surges to $94.71 and U.S. Treasury yields resume climb. STOXX 600 up 0.06% at 650.79.

Trump threatens Iran with unprecedented economic warfare
U.S. president warns of sweeping sanctions targeting oil smuggling, currency exchanges and shipping as diplomatic talks stall ahead of midterm elections.

U.S. accelerates gasoline supply measures as Iran sanctions pressure fuel costs
EPA waives summer-blend rules to boost domestic gasoline supply amid elevated pump prices and escalating sanctions on Iran. Sanctions campaign fails to ease oil market jitters.

EuroStoxx 50 slips 0.35% as yields, oil rise; Swiss SMI steadies on China trade deal
Eurozone blue-chips extended losses as bond yields and crude prices climbed, while Switzerland's SMI trimmed declines after a China trade pact lifted exporters including Swatch. JD Sports sank 14% on a profit warning.

Oil steadies near one-month high as Iran war risks linger
Brent and WTI crude settle higher after U.S. threats to Tehran; Strait of Hormuz blockade and Middle East supply disruptions keep prices elevated.

U.S. Treasury vows ‘toughest sanctions in history’ on Iran amid escalating tensions
Scott Bessent outlines a dual strategy of blockade and unprecedented sanctions after President Trump pledged economic warfare. Beijing rejects U.S. pressure as shipping data shows Strait of Hormuz remains closed.


U.S. vows ‘toughest sanctions in history’ on Iran amid rising oil prices
Treasury chief Scott Bessent signals unprecedented economic measures after President Trump warns of ‘economic warfare.’ Brent crude hits three-week high as tensions escalate.

Dutch stocks edge higher; AEX rises 0.03% as oil and gas leads gains
The AEX index closed up 0.03% on Thursday, with gains in oil and gas, real estate and healthcare offsetting broader declines. Magnum Ice Cream led advancers, while Aegon and NN Group lagged.

Portugal’s PSI index rises 0.48% as utilities and financials lead gains
The benchmark PSI index in Lisbon advanced after utilities, financials and technology stocks outperformed. Galp Energia and EDP led sector gains, while Ibersol and Jeronimo Martins lagged.

Parex Resources targets 90,000 boe/d output by year-end after Frontera deal
Canadian oil producer Parex Resources outlined production growth to over 90,000 boe/d by December, debt reduction targets and a 6% dividend yield at EnerCom Denver. Colombia-focused assets drive expansion.

ConocoPhillips shares reach 52-week high near $136
U.S. oil major hits record intraday level as second-quarter earnings top estimates, while UBS lifts price target to $153. Free cash flow climbs to $4.2 billion.

DAX ends fourth straight day of losses below 26,000 amid oil surge
German blue-chip index falls 0.42% to 25,983.04, its lowest since early month, as Brent crude nears $100. MDax of mid-caps also declines. Geopolitical risks and rising yields weigh on sentiment.

Spain's IBEX 35 slips 0.15% as energy, banking shares diverge
Consumer goods and telecoms weighed on Spain's benchmark index, while energy and banking stocks diverged sharply. Repsol hit record highs after crude oil rallied.

UK stocks edge higher as miners, industrials lead gains
The FTSE 100 rose 0.02% as mining, industrial engineering and tobacco shares advanced, while energy and tobacco names also contributed to gains.

Gold steadies near two-month peak as Treasury buybacks weigh on yields
Gold futures edge higher after U.S. Treasury expands long-dated debt repurchases, pushing 30-year yields down 9 bps. Brent crude climbs 2% to $93.54/bbl.


Oil steadies as U.S. tightens Iran sanctions amid Hormuz tensions
Brent crude holds near $93, WTI climbs 2.2% after Trump vows new economic penalties on Iran. Strait of Hormuz disruptions remain a key supply risk.

Turkey’s BIST 100 falls 0.43% as tech, textile and banking drag
The BIST 100 retreated on Thursday, weighed by declines in information technology, textile and banking shares. Gold and oil futures rose alongside the weaker lira.

U.S. Treasury Secretary to address Iran sanctions amid oil price surge
Scott Bessent to hold press conference Monday as oil hits three-week highs amid escalating U.S. pressure on Iran. Comments follow Trump’s warning to allies over lifelines to Tehran.

Bitcoin hits $72.5K as U.S.-Iran tensions lift risk assets
Digital asset climbs to 11-week high while U.S. Treasury yields rebound after Trump warns of ‘economic warfare’ with Iran. WTI crude tops $87 per barrel.

U.S. 30-year Treasury yield jumps 5.4 bps after debt buyback plan
Long-dated U.S. bond yields rose after the Treasury announced a larger debt buyback program, while global stocks edged higher following four straight sessions of declines.

DAX falls below 26,000 points for fourth straight session
German blue-chip index drops 0.42% as Brent crude approaches $100/barrel amid Middle East tensions. Continental gains on JPMorgan upgrade; Sartorius surges 6% on UBS call.

Oil market in backwardation as WTI hovers near $84, cracks surge; Hormuz risk remains key
Front-month WTI crude trades near $84 as backwardation deepens, diesel crack spreads hit record highs and geopolitical risks around the Strait of Hormuz keep the market on edge. The weekly EIA report adds mixed signals.

Wall Street falls to two-week low as Walmart, Moderna slide
U.S. stocks retreated amid broad declines across sectors, while Walmart and Moderna led losses. Treasury yields climbed, and oil prices surged to a four-week high.

U.S. stocks fall as Walmart, yields, oil weigh; Dow drops below 53,000
Walmart’s weak U.S. sales and rising oil prices and Treasury yields dragged major U.S. indexes lower. Moderna surged 177% on Wednesday before plummeting 24% on Thursday.





















