Oil at $100: Iran’s Strait of Hormuz Crisis Hits Capital Markets
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.
oil markets
Big Oil’s $234B War Windfall: Which Energy Stocks Stand to Gain
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.
WTI Crude Drops 8%: Unpacking the Iran Risk Premium Collapse
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.