Oil, gas, power markets and the utilities caught between them.
127 report(s) in the archive
Attacks on Larak Island targets pushed crude up and rattled Asian equity markets, while U.S. futures pointed to a weaker open.
Oil prices rose after U.S. forces struck Iranian missile launchers on Larak Island, while Asian shares fell and U.S. stock futures dipped on renewed fears of a wider Middle East conflict.
Renewed fighting in the Middle East pushed crude higher as traders priced in supply-disruption risk from an attack on an Iranian island facility.
Crude oil rose more than 2% after the United States struck Iran's Larak island, adding a fresh geopolitical risk premium to prices already supported by renewed regional fighting.
The pipeline operator's growing role feeding gas-fired power to data centers positions it as a lesser-known beneficiary of AI infrastructure spending.
Energy Transfer is emerging as one of the largest natural gas suppliers to AI data centers, according to Motley Fool analysis, positioning it as an overlooked AI infrastructure play.
The arrangement, structured to run 25 years, has already drawn pushback from both the Maduro government's allies and the opposition.
The Pentagon is set to take a 35% stake in an oil venture tied to Venezuelan businessman Betancourt, under a deal Venezuela's interim president says will last 25 years.
Crude prices slipped in the August 27 session as traders weighed Venezuela supply reports and a potential Hormuz deal against simmering Iran tensions.
Oil prices edged lower in the August 27 session and were on track for a weekly loss despite ongoing Iran-related tensions, as reports of a possible Hormuz Strait deal and Venezuela supply developments weighed on the market.
Oil fell on hopes for eased tensions around the Strait of Hormuz even as US stock futures slipped ahead of two closely watched releases.
World stocks edged higher while US futures fell as investors positioned for Nvidia's earnings and the PCE inflation data, with oil prices dropping on hopes of eased Hormuz Strait tensions.
Oil prices dropped after reports of talks between Iran and Oman over the Strait of Hormuz, dragging energy shares lower even as broader European indexes rose.
Energy stocks worldwide traded lower in the August 26 session as crude oil fell on news of Iran-Oman talks over the Strait of Hormuz, a key oil shipping route.
Easing fears of a wider Middle East conflict pushed crude down and bond yields with it, even as the ECB is still expected to raise rates in September.
WTI crude retreated as diplomatic progress reduced the geopolitical risk premium in oil prices, and Treasury yields fell in tandem, while sources say the European Central Bank remains on track to raise rates in September despite Iran-related concerns.
Crude fell further despite new sanctions meant to curb Iranian supply, while global bond markets stabilized as investors weighed the sanctions alongside U.S. Treasury buybacks.
Oil prices fell despite new U.S. sanctions on Iran, a divergence that shows traders are not pricing in a near-term supply hit, while bond markets stabilized on the same news.
Treasury Secretary Bessent's promise of an 'economic D-Day' on Iran and a new Canada tariff hike combined to pull tech shares lower even as oil fell and gold rose on safe-haven demand.
The Nasdaq slid in the August 24 session as investors weighed a threatened U.S. sanctions push on Iran alongside President Trump's new tariff hike on Canada, while oil fell and gold gained on safe-haven buying.
The Norwegian floating oil producer trimmed its outlook even as second-quarter EBITDA rose, after its BW Opal project ran into delays.
BW Offshore shares fell 11% after the company cut guidance due to a delay in its BW Opal project, despite reporting higher quarterly EBITDA.
Crude fell about 1% ahead of a fresh round of US sanctions on Iran, but analysts say the diesel shortage driving refiners' margins has causes that will outlast the war.
Oil dropped roughly 1% ahead of announced US sanctions on Iran, even as reports say the diesel crunch behind refiners' fat margins predates the war and won't end with it.
The Australian fuel refiner posted a record first-half profit as the Iran conflict widened refining margins, even as Bendigo Bank also swung to a profit in the same reporting window.
Ampol logged a record half-year profit with more than a four-fold rise, driven by wider refining margins tied to the Iran war.
Power generators tied to AI data center demand are drawing investor attention even as the broader AI trade grabs the headlines.
Vistra's business model, built around supplying electricity, positions it to benefit directly as data centers built for AI computing drive up power demand.
Saudi Arabia's Tadawul All Share gained 1.13% at the close as crude prices rose on fears of new US sanctions against Iran, which Tehran says will fail.
Saudi Arabia's Tadawul All Share index closed up 1.13% as oil prices climbed on the prospect of new US sanctions on Iran.
The power equipment maker's unfilled orders now exceed the annual economic output of many countries, fueled by AI-driven electricity demand.
GE Vernova's backlog has grown to $176 billion, driven largely by soaring energy demand tied to data center expansion.
New US sanctions on Iran are expected soon, and tanker traffic through the Strait of Hormuz has slowed as both sides escalate rhetoric.
The US and Iran exchanged hostile warnings ahead of new sanctions, and oil flows through the Strait of Hormuz have stalled as a result.
The greenback weakened even as bond yields and oil held elevated, an unusual combination that points to doubts about US fiscal footing.
The dollar wobbled after investors balked at the US Treasury's efforts to shore up markets, even as Asian shares closed the week on a downbeat note.
The stock's drop to $21.22 comes as rising bond yields keep pressure on dividend-paying, rate-sensitive sectors like utilities.
CMS Energy shares hit a 52-week low of $21.22, extending a decline in utility stocks that tend to suffer when bond yields rise.
Thursday's European session left the main indices little changed, with the damage concentrated in single stocks: JD Sports, GN Store Nord, Aegon and Orkla all fell.
European equities went nowhere in the 20 August session as a rise in crude prices cancelled out a recovery in government bonds, leaving individual earnings reactions to drive most of the movement.