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RBC on SoH: 'We are very skeptical of a June grand reopening'
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Wolfe Research warns of potential central bank policy errors amid elevated oil prices
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Morgan Stanley sees energy services stocks continuing rally
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US National Gas Average Tops $4.50
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Goldman Sachs sees US stocks edge lower on oil price surge
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BofA: Plastic prices surge as Iran conflict disrupts petrochemical supply
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Strait of Hormuz disruption continues to threaten global jet fuel supply, Melius warns
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Iran Supreme Leader Sees 'New Chapter' in Gulf and SoH Post 'America's humiliating defeat'
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GasBuddy Reports California Price for Regular Fuel Breaches $6.00/gallon, Highest Since 2023
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U.S. energy stocks rise as oil prices climb
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BofA: Hormuz transits down to 3% of normal amid naval blockade
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Morgan Stanley reports EU jet fuel imports hit record low
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Goldman Sachs: 'We now forecast a 1.7mbpd drop in global oil demand in 2Q26 to partially offset what we estimate is a 14.5mbpd production loss'
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Energy sector poised for rebound after recent pullback, says Wolfe
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Diesel, Jet Fuel Exports From Northeast Asia To Recover In May - Reuters
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Pakistan Confident It Can Get Iran To Attend Talks With US - Reuters
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ECB Lagarde say has not seen energy prices rise far enough to enter 'Adverse Scenario'
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Europe to unveil electrification plan to cut fossil fuel reliance, Jefferies comments
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Middle East war raises financial stability risks, IMF warns
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JPMorgan: '$150/bbl if the flows remain impaired into mid-May'
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Raymond James Believes White House Has Not Made Decision on How to Proceed with Iran, Sees War Lasting to Mid-April
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Goldman on the worsening situation in the Strait: 'expect hikes to be unwound again in 2027 as inflation declines and the economy weakens'
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Jefferies: 'Western media has continued...to describe the Strait of Hormuz as closed...it is only closed to all container and tanker traffic'
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Goldman recaps all their estimate changes from Brent to GDP to TOPIX and EU estimates
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Increasing unusual call option volume: BNO AIRS SCO MDLN JBL TWO SANM AEIS EA EWG
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Increasing unusual call option volume: CNQ ZIM BNO BFB TME NEXT ORBS AMPL
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IEA: Total of 426mn barrels of oil being made available to the market, includes 172mn from US
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Increasing unusual option volume: CDW BNO AMPL ORBS BFB WLAC TME KPTI NEXT PBF CVI
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JPMorgan: 'we are adjusting our 2026 year-end S&P 500 price target to 7,200 from 7,500', 'washout in investor sentiment'
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Trump: US has been informed by most of our NATO "allies" that they don't want to get involved with our military operation against terrorist regime of Iran.
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UBS Raises Brent Crude Oil Forecasts for 2026/Q1 2027
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Hamas Held Talks With Trump-led 'Board Of Peace' In Bid To Safeguard Gaza Ceasefire Under Strain Of Iran War - Reuters
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Trump: Many Countries Will be Sending War Ships to Keep Hormuz Open, We Will Get Hormuz Open
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Goldman Sachs: 'Hormuz Flows Remain Low'
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Iran Ambassador to India says Iran has Allowed Indian Vessels to Pass the Strait of Hormuz
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Morgan Stanley cuts Hormuz transit estimates on data review
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BofA: we suggest fading oil >$100/bbl
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Increasing unusual call option volume: ADMA TERN GROY HIMX GRPN PPG FHN UPXI BNO
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Jefferies on US Releasing SPR: 'an example of the lack of strategic planning'
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Increasing unusual call option volume: BRBR WOOF HIMX VTRS BMBL PEW BNO ORBS
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Evercore: 'we don’t believe that Trump is ready to declare mission accomplished'
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US Sec. of Interior on CNBC expects US oil Co's to announce production increases in response to price signals
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Morgan Stanley: 'We estimate 3 crude/refined product tankers exited the Persian Gulf via the Strait today'
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Goldman: 'we believe, investor concerns linking Brent crude spikes to palm oil price increases ...are likely overstated'
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Evercore: 'at this point we have a hard time seeing Congress pass any legislation related to the war.
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Goldman: 'With no supply relief in sight, oil prices may need to go to demand destruction levels even more quickly'
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CFTC Announces Marc H. Sielski as Executive Director
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Amid Impacts via Hormuz Raymond James Says 'In general, we would expect large cap outperforms small cap'
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William Blair: '$15 move in oil can cause FCF yield to more than double'
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Increasing unusual option volume: AVTR EA DAWN WEAT IE TVTX ZBH FHN ERX BN

