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Jefferies highlights energy security risks after Strait of Hormuz crisis

Thu, 08 Oct 2026 08:50:21 -0400

Investing.com - Jefferies hosted McKinsey's Global Energy & Materials team to discuss findings from their report on the Strait of Hormuz crisis, which exposed more than 20% of global oil supply and a similar share of LNG to disruption. The energy system absorbed approximately 55% of the roughly 21 million barrels per day of oil that previously moved through Hormuz using bypass pipelines, additional production, and inventory releases, while lower consumption accounted for roughly 6.8 million barrels per day.

McKinsey identified six broad responses that could offset 35-70% of pre-crisis Hormuz oil flows by 2030, including electrification and clean energy, coal

Jefferies highlights energy security risks after Strait of Hormuz crisis

Thu, 08 Oct 2026 08:50:21 -0400

McKinsey identified six broad responses that could offset 35-70% of pre-crisis Hormuz oil flows by 2030, including electrification and clean energy, coal

Jefferies highlights energy security risks after Strait of Hormuz crisis

Thu, 08 Oct 2026 08:50:21 -0400

McKinsey identified six broad responses that could offset 35-70% of pre-crisis Hormuz oil flows by 2030, including electrification and clean energy, coal

Jefferies highlights energy security risks after Strait of Hormuz crisis

Thu, 08 Oct 2026 08:50:21 -0400

McKinsey identified six broad responses that could offset 35-70% of pre-crisis Hormuz oil flows by 2030, including electrification and clean energy, coal

Goldman Sachs sees China petrochemical oil demand decline reversing

Thu, 08 Oct 2026 04:35:30 -0400

Investing.com -- Goldman Sachs said the drop in China's oil demand from the petrochemicals sector appears less sustainable than weakness in gasoline and diesel consumption, with nearly one-third of the second quarter decline already reversing by August.

The bank noted that while gasoline and diesel demand is likely to stay low as long as China product prices remain elevated, the petrochemicals sector faces different dynamics. Goldman Sachs estimates that feedstock switching contributed only modestly to the weakness in China's petrochemical oil demand.

Using plant-level capacity and utilization data, the bank calculated that oil-to-coal switching accounts for just 19% of the second quarter

Goldman Sachs sees China petrochemical oil demand decline reversing

Thu, 08 Oct 2026 04:35:30 -0400

Using plant-level capacity and utilization data, the bank calculated that oil-to-coal switching accounts for just 19% of the second quarter

Aramco chief warns oil stockpiles are thin after conflict

Mon, 05 Oct 2026 05:55:45 -0400

Investing.com -- Saudi Aramco's chief executive said global oil stockpiles have reached critically low levels following a seven-month conflict in the Middle East, warning that rebuilding inventories could take up to two years.

Amin Nasser told the Energy Intelligence Forum conference in London that the war between the US, Israel and Iran has cut oil supply from the region by nearly 3 billion barrels. This represents roughly half the crude oil and refined fuels that would normally pass through the Strait of Hormuz during that period.

More than 1 billion barrels of oil have been withdrawn from reserves to offset the supply

Aramco chief warns oil stockpiles are thin after conflict

Mon, 05 Oct 2026 05:55:45 -0400

More than 1 billion barrels of oil have been withdrawn from reserves to offset the supply

Trump on Truth Social: 'Europe has just agreed to release a massive amount of their heavily stocked Diesel Oil'

Fri, 02 Oct 2026 10:04:41 -0400

Trump on Truth Social: 'Europe has just agreed to release a massive amount of their heavily stocked Diesel Oil'.

"Europe has just agreed to release a massive amount of their heavily stocked Diesel Oil. The process will begin immediately. Thank you for your attention to this matter! President DJT."

Trump on Truth Social: 'Europe has just agreed to release a massive amount of their heavily stocked Diesel Oil'

Fri, 02 Oct 2026 10:04:41 -0400

Trump on Truth Social: 'Europe has just agreed to release a massive amount of their heavily stocked Diesel Oil'.

"Europe has just agreed to release a massive amount of their heavily stocked Diesel Oil. The process will begin immediately. Thank you for your attention to this matter! President DJT."

Hormuz oil flow rebounds but diesel costs keep crude prices elevated

Fri, 02 Oct 2026 06:14:33 -0400

Investing.com - Oil prices jumped Thursday despite a recovery in tanker traffic through the Strait of Hormuz, as refining bottlenecks and shipping disruptions keep fuel costs elevated and push bond yields to multi-decade highs.

The global crude-futures benchmark rose 4.4% Thursday to $102.31 a barrel, while the 10-year Treasury yield notched its highest level in 24 years this week. Average U.S. gas prices tracked by AAA remained above $4.41 a gallon. Morgan Stanley analysts estimate Middle East crude exports have recently been just 7% below prewar levels as U.S. forces degraded Iran's ability to attack tankers.

J.P. Morgan told clients that exports

Hormuz oil flow rebounds but diesel costs keep crude prices elevated

Fri, 02 Oct 2026 06:14:33 -0400

J.P. Morgan told clients that exports

US pressures Europe on diesel reserves amid export ban threat

Fri, 02 Oct 2026 05:25:40 -0400

Investing.com -- The US administration has warned European countries it may ban diesel exports unless they release strategic reserves, according to three people familiar with the matter.

EU energy commissioner Dan Jørgensen held talks with officials from France, Germany, the UK, Italy and Ireland on Thursday to coordinate a joint response to the threats from President Donald Trump. No decision was made on a reserve release.

Anna-Kaisa Itkonen, a spokesperson for the European Commission, said the bloc is in close contact with member states on how to proceed and maintains separate high-level contacts with the US administration. She described these as "intense

US pressures Europe on diesel reserves amid export ban threat

Fri, 02 Oct 2026 05:25:40 -0400

Investing.com -- The US administration has warned European countries it may ban diesel exports unless they release strategic reserves, according to three people familiar with the matter.

Goldman Sachs says Gulf oil exports recover to 2025 levels

Wed, 30 Sep 2026 07:11:22 -0400

Investing.com -- Persian Gulf oil exports have returned to their 2025 average levels, reaching 23.3 million barrels per day over the past week, according to Goldman Sachs estimates. The recovery follows a doubling of exports in September, driven by increased shipments through the Strait of Hormuz, including ship-to-ship transfers.

The export recovery occurred despite an attack on Saudi Arabia's East-West pipeline that disrupted oil flows to Yanbu for nearly two weeks. The ongoing Houthi blockade of Saudi exports via Bab-al-Mandab also continues to affect shipments.

Crude oil exports accounted for nearly 90% of the September recovery in Persian Gulf exports, reaching 19

Goldman Sachs says Gulf oil exports recover to 2025 levels

Wed, 30 Sep 2026 07:11:22 -0400

Crude oil exports accounted for nearly 90% of the September recovery in Persian Gulf exports, reaching 19

Diesel at $6.52 squeezes fishing fleets as lobster demand sags

Mon, 28 Sep 2026 06:19:40 -0400

Investing.com - The national average U.S. diesel price hit $6.529 per gallon for the week of September 21, its 11th consecutive weekly increase, according to EIA data reported by Logistics Management — and nowhere is that pain more concentrated than on the nation's fishing docks.

Heating Oil futures (CME: HO1!), the most direct commodity expression of the diesel crunch, were trading at $4.64 per gallon ahead of Monday's NYSE open, up 3.88% from Friday's close and more than double their 52-week low of $2.31, per Investing.com data. Equity investors looking for a direct market handle on fishing-sector margin pressure can watch

Diesel at $6.52 squeezes fishing fleets as lobster demand sags

Mon, 28 Sep 2026 06:19:40 -0400

Diesel at $6.52 squeezes fishing fleets as lobster demand sags

Mon, 28 Sep 2026 06:19:40 -0400

Goldman Sachs raises Brent oil forecast to $85 a barrel

Thu, 24 Sep 2026 05:52:30 -0400

Investing.com -- Goldman Sachs raised its Brent crude oil price forecast to $85 per barrel for December as energy prices increased over the past several weeks across Asia-Pacific markets.

The bank's commodities strategists adjusted their outlook as energy prices moved higher, which is expected to be reflected in import prices and producer prices in September across many economies in the region. Consumer prices will see smaller increases due to fiscal subsidies and regulated prices in many countries.

Refined product prices remained elevated despite oil prices not returning to March peak levels. LNG and diesel prices reached new highs for the year.

Before the

Goldman Sachs recommends gasoline as diesel shifts tighten supply

Wed, 23 Sep 2026 07:14:06 -0400

Investing.com -- Goldman Sachs closed its long March 2027-December 2027 European diesel timespread recommendation with a potential gain of $11 per barrel or 45% as diesel prices have risen sharply and now incorporate a large premium for risks of further supply disruptions. The bank now recommends long summer European gasoline, specifically EBOB June 2027.

Diesel prices continue to trade close to their all-time highs in the United States and Europe as the halt of the East-West pipeline further disrupts crude supplies to refineries. The bank said refiners switching output from gasoline to diesel is rapidly tightening gasoline markets, where less elevated

Goldman Sachs recommends gasoline as diesel shifts tighten supply

Wed, 23 Sep 2026 07:14:06 -0400

Goldman Sachs recommends gasoline as diesel shifts tighten supply

Wed, 23 Sep 2026 07:14:06 -0400

Goldman Sachs recommends gasoline as diesel shifts tighten supply

Wed, 23 Sep 2026 07:14:06 -0400

Morgan Stanley refreshes Strait of Hormuz reopening analysis

Wed, 23 Sep 2026 06:42:20 -0400

Investing.com -- Morgan Stanley updated its analysis of European sector and stock sensitivities to a potential reopening of the Strait of Hormuz on Tuesday, following increased signs of US-Iran diplomatic engagement and expectations for an earlier operational restart of Saudi Arabia's East-West pipeline.

US and Iranian negotiators held lengthy talks on the sidelines of the UN General Assembly. President Trump participated in a Gulf Cooperation Council meeting, and Iranian President Pezeshkian arrived in New York late Tuesday, according to CBS.

The bank identified 50 stocks most positively correlated to a potential Strait of Hormuz reopening. Airlines, aerospace, construction and materials, apparel retail,