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US pressures Europe on diesel reserves amid export ban threat
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Goldman Sachs says Gulf oil exports recover to 2025 levels
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Diesel at $6.52 squeezes fishing fleets as lobster demand sags
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Goldman Sachs raises Brent oil forecast to $85 a barrel
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Goldman Sachs recommends gasoline as diesel shifts tighten supply
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Morgan Stanley refreshes Strait of Hormuz reopening analysis
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Goldman Sachs says China crude imports likely to stay low
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China maintains reduced oil imports despite Iran war pressures
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Citi sees oil prices supported by geopolitical risks and demand
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Melius sees oil prices climb on extended Jizan plant shutdown
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Brent crude hits six-week high near $97 as Houthi strike targets Saudi Aramco
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Goldman Sachs sees macro risks rising as oil volatility increases
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Jefferies reports shipping decline through Strait of Hormuz
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Oil's H2 track record: 60% win rate masks midterm-year drag
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Gas prices fall 46 cents from April highs but consumer confidence still hits decade low, missing forecasts
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Goldman Sachs sees consumer spending weakness ahead in US and Europe, cuts Brent forecast to $80 from $90
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Wolfe Research eyes Fed Chair Warsh communication at meeting today
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Jefferies sees improved outlook for Indian oil marketing firms
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Barclays: US-Iran Deal Progress Could Broaden Global Equity Performance
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RBC: 'We believe that February 27, 2026, may come to mark the high point of Hormuz tanker transits for the foreseeable future'
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RBC on SoH: 'We are very skeptical of a June grand reopening'
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Wolfe Research warns of potential central bank policy errors amid elevated oil prices
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Morgan Stanley sees energy services stocks continuing rally
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US National Gas Average Tops $4.50
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Goldman Sachs sees US stocks edge lower on oil price surge
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BofA: Plastic prices surge as Iran conflict disrupts petrochemical supply
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Strait of Hormuz disruption continues to threaten global jet fuel supply, Melius warns
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Iran Supreme Leader Sees 'New Chapter' in Gulf and SoH Post 'America's humiliating defeat'
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GasBuddy Reports California Price for Regular Fuel Breaches $6.00/gallon, Highest Since 2023
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U.S. energy stocks rise as oil prices climb
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BofA: Hormuz transits down to 3% of normal amid naval blockade
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Morgan Stanley reports EU jet fuel imports hit record low
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Goldman Sachs: 'We now forecast a 1.7mbpd drop in global oil demand in 2Q26 to partially offset what we estimate is a 14.5mbpd production loss'
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Energy sector poised for rebound after recent pullback, says Wolfe
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Diesel, Jet Fuel Exports From Northeast Asia To Recover In May - Reuters
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Pakistan Confident It Can Get Iran To Attend Talks With US - Reuters
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ECB Lagarde say has not seen energy prices rise far enough to enter 'Adverse Scenario'
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Europe to unveil electrification plan to cut fossil fuel reliance, Jefferies comments
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Middle East war raises financial stability risks, IMF warns
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JPMorgan: '$150/bbl if the flows remain impaired into mid-May'
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Raymond James Believes White House Has Not Made Decision on How to Proceed with Iran, Sees War Lasting to Mid-April
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Goldman on the worsening situation in the Strait: 'expect hikes to be unwound again in 2027 as inflation declines and the economy weakens'
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Jefferies: 'Western media has continued...to describe the Strait of Hormuz as closed...it is only closed to all container and tanker traffic'
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Goldman recaps all their estimate changes from Brent to GDP to TOPIX and EU estimates
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Increasing unusual call option volume: BNO AIRS SCO MDLN JBL TWO SANM AEIS EA EWG
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Increasing unusual call option volume: CNQ ZIM BNO BFB TME NEXT ORBS AMPL
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IEA: Total of 426mn barrels of oil being made available to the market, includes 172mn from US
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Increasing unusual option volume: CDW BNO AMPL ORBS BFB WLAC TME KPTI NEXT PBF CVI
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JPMorgan: 'we are adjusting our 2026 year-end S&P 500 price target to 7,200 from 7,500', 'washout in investor sentiment'
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Trump: US has been informed by most of our NATO "allies" that they don't want to get involved with our military operation against terrorist regime of Iran.


