Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Tehran is still waiting on Washington after Trump reportedly rejected a peace proposal for the strait, even as US pump prices already sit near $4.48 a gallon.
Iran is awaiting a US response to a proposed peace plan for the Strait of Hormuz after Trump reportedly rejected an earlier deal, leaving a key oil chokepoint's status unresolved.
The announcement comes as a separate report argues Venezuelan crude could help refill US strategic reserves.
President Trump said Exxon Mobil is entering Venezuela as Washington pushes new oil deals with the country.
Integrated energy producers captured an extraordinary earnings uplift from war-driven crude pricing, even as escalatory rhetoric from Israeli minister Itamar Ben-Gvir signals the Middle East risk premium is unlikely to decay quickly.
The world's largest oil companies reaped a $93 billion windfall from the Iran war, a transfer of value from consumers to producers that has materially reset energy sector free cash flow expectations. Continued hardline political signalling in Israel suggests the underlying geopolitical premium remains structurally embedded in crude.
More than 600 drones targeted the Russian capital and logistics nodes overnight while Moscow retaliated against Ukrainian metallurgical assets, reintroducing a geopolitical risk premium into energy and industrial metals.
Kyiv escalated its deep-strike campaign with over 600 drones directed at Moscow and Russian logistics infrastructure, one of the largest such operations of the season, as Russian forces hit a Ukrainian steel plant. The exchange raises the probability of supply disruption in energy and metals markets.
Allegations against Hengli over sanctioned oil purchases arrive alongside renewed Russian strikes on Kyiv, keeping geopolitical risk premia embedded in energy and freight markets.
Chinese refiner Hengli has been accused of funding Iran through purchases of sanctioned crude, escalating enforcement risk for Asian teapot refiners. Simultaneously, Russian missile strikes ignited fires across Kyiv, reinforcing the persistence of conflict-driven supply uncertainty.
Top American refining names are converting a favourable product-margin environment into accelerated buybacks and dividend increases, reinforcing the sector's shift from growth capex to capital returns.
Profits at leading US refiners have surged and companies are stepping up investor rewards, extending a multi-year capital-discipline narrative that has made the downstream complex one of the more reliable cash-return cohorts in energy.
White House says sea lane carrying a fifth of global oil is secured following sweep, removing an acute tail risk from crude and tanker markets while leaving the underlying military standoff unresolved
President Trump stated that the US Navy now controls the Strait of Hormuz following a mine-clearing operation, an assertion that materially reduces the near-term insurance premium embedded in crude, freight and LNG shipping rates — though it also confirms that mines were laid in the world's most critical energy chokepoint.
Exxon Mobil distributed $9.4bn to shareholders through dividends and buybacks in the latest quarter, a pace of roughly $37bn a year against unevenly timed operating cash flow.