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Oil at $100: Iran’s Strait of Hormuz Crisis Hits Capital Markets

September 12, 2026April 22, 2026 by Bruno

Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.

Categories Energy & Commodities, Geopolitics & Markets Tags bonds, capital markets, emerging markets, energy, federal reserve, Iran, oil markets

Big Oil’s $234B War Windfall: Which Energy Stocks Stand to Gain

September 12, 2026April 15, 2026 by Bruno

Major oil companies are positioned to earn an extra $234 billion in profits as WTI crude hovers near $92. Here’s what the Iran war means for energy sector investors.

Categories Energy & Commodities Tags big oil, capital markets, Chevron, crude oil, energy stocks, ExxonMobil, Iran war, oil markets, XLE

WTI Crude Drops 8%: Unpacking the Iran Risk Premium Collapse

September 12, 2026April 15, 2026 by Bruno

WTI crude fell nearly 8% as U.S.-Iran talks advanced. We break down geopolitical risk premiums, the physical oil market paradox, energy stock implications, and what it means for inflation.

Categories Energy & Commodities Tags capital markets, commodities, crude oil, energy stocks, inflation, oil markets, OPEC
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