Markets/Energy

Brent crude slides on diplomatic optimism for the Strait of Hormuz, even as Asian equities surge on a renewed appetite for semiconductor stocks.

Asia shares surge on tech mood swing, oil retreats.

Oil prices reverse earlier gains, shedding the risk premium built on Middle East tensions as diplomatic signals from Qatar ease supply fears.

Conflicting signals on the durability of the interim agreement keep investors cautious, preventing a deeper relief rally in energy markets.

A row over the location of TotalEnergies' LNG Academy in Matola underscores the political risks surrounding Mozambique's gas development, even as global markets focus on supply disruptions elsewhere.

Wall Street broadened gains with tech leading, while crude pulled back from recent peaks driven by Hormuz tensions.

Saudi Aramco estimates the war has depleted 2.6 billion barrels, warning that replenishing inventories would take 18 months even if the Strait of Hormuz reopened immediately.

The sharp sell-off in oil prices follows remarks from the US Treasury, accelerating the unwind of geopolitical risk premiums that had propped up the benchmark since February.

Fresh violence in the chokepoint and Tehran's rejection of US diplomatic claims keep risk premiums elevated in energy markets.

Stabilizing crude prices are helping to lower import bills, setting the stage for a monthly trade surplus in Indonesia, according to Trade Minister Budi Santoso.

Elevated crude prices driven by geopolitical tensions are flowing directly into corporate balance sheets, with major energy firms reporting their strongest earnings in years despite significant transport bottlenecks.

Tokyo's stockpile gains three days despite prolonged Iran conflict, signaling successful diversification of crude supply routes.

Rerouting crude through Syria could bypass the world's most critical energy chokepoint, altering risk premiums and shipping flows if infrastructure allows.

Crude prices recover from recent lows after the US president signals a hold on military action, though diplomatic uncertainty keeps a risk premium in place.

IDB report highlights Nassau's progress on shore-side power and green fuel bunkering, signaling a shift in regional port infrastructure.

Tehran denies negotiations are underway, deepening uncertainty over the Strait of Hormuz and keeping a risk premium on crude.

FTSE 100 Live: Stocks to jump; oil falls as Trump says Iran has 'last chance' for peace.

The world's largest oil producer reported a sharp rise in second-quarter earnings, underscoring how sustained Middle East tensions continue to support crude valuations despite shipping disruptions.

Moscow's push into liquefied natural gas adds a new layer of complexity to Western enforcement efforts, following recent reports of armed mercenaries on oil tankers.

Persistent energy costs keep headline inflation elevated in Seoul, complicating the path for monetary policy amid global supply headwinds.

Analysts argue that ample global inventories and stable demand are preventing a supply crisis, even as geopolitical tensions persist in the Strait of Hormuz.

The expansion of Project Gazelle 2 underlines Abuja's commitment to maintaining crude output despite fiscal pressures, offering a stabilizing signal for global supply expectations.

The benchmark fell sharply from last week's $88 close, marking a significant acceleration in selling as traders price in a potential reopening of the strategic waterway.

Surging production from the Búzios pre-salt field underscores a structural shift in global supply, adding pressure to Brent crude as non-OPEC output offsets Middle East declines.

President's criticism of energy giants' windfalls adds political risk to sector as conflict keeps crude elevated.

ASX 200 LIVE: Magnificent seven surge to life, oil slides on US-Iran peace hopes.

Cross-asset markets reversed course Monday as a reported ceasefire agreement between Washington and Tehran eased supply fears, while the yen firmed following coordinated intervention.

Cotação do Brent crude caiu mais de 7% para 83,40 dólares.

Brent crude slides sharply after President Trump’s framework agreement with Tehran signals a de-escalation of Middle East tensions, erasing the risk premium that had propped up energy markets.

Diplomatic signals from Washington have accelerated a sharp reversal in oil markets, erasing the geopolitical risk premium that had kept prices elevated.

The bank's bearish oil outlook contrasts with bullish equity forecasts for Asia, highlighting a divergent global macro view.

El 'Brent crude' cae con fuerza y los futuros de las Bolsas apuntan a más subidas para asaltar de nuevo máximos.

Oil prices reverse July's surge after the US president halts planned military action against Iran, shifting market focus from immediate supply disruption to diplomatic resolution.

Abu Dhabi's state oil firm is accelerating infrastructure to route gas away from the Strait of Hormuz, signaling a structural shift in Gulf energy logistics despite receding immediate shipping risks.

Crude benchmarks retreated sharply Sunday after the US president ordered a pause in military operations, signaling a potential diplomatic breakthrough in the Middle East.

Energy markets unwind geopolitical risk premiums following diplomatic overtures, while cross-asset flows shift sharply toward the yen after confirmed US-Japan currency intervention.

Crude benchmarks erased weeks of geopolitical premiums in a single session after the US president halted military action, signaling a rapid de-escalation in Gulf tensions.

Crude benchmarks fell sharply after reports of a military de-escalation in Iran, validating trader bets that global supply will normalize within months despite the ongoing conflict.

Targeting of logistics nodes in Kramatorsk adds to broader campaign against fuel storage, sustaining premium on shipping and supply disruption risks.

New capital inflows signal a structural turnaround for West Africa's emerging producer, reversing years of declining output.

The long-term contract locks in revenue for the Malaysian shipping group as Petronas expands its LNG export footprint with new supply deals.

The cartel's incremental output increase signals confidence in demand, adding downward pressure on Brent crude amid ongoing geopolitical route risks.

The streak of zero US imports from Iraq extends to five weeks, underscoring the structural shift in Middle Eastern crude flows amid ongoing regional tensions and OPEC quota pressures.

Targeted strikes on six tankers in Pakistan’s Balochistan province have severely disrupted illicit crude flows, tightening regional supply channels and adding a new layer of risk to the Strait of Hormuz corridor.

Escalating rhetoric and new shipping disruptions in the Strait of Hormuz reignite supply fears, pushing energy markets to reassess geopolitical risk premiums.

A senior figure close to the Iranian regime warned that critical infrastructure in the Gulf and Israel could be targeted if Tehran's energy assets are attacked, heightening fears of supply disruption.

The agreement secures Baghdad's critical northern export route, easing supply disruption fears that have weighed on global crude benchmarks.

The listed energy firm holds rare dual licensing for gas shipping and LNG, positioning it to capture value as Malaysia opens its domestic gas sector to competition.

Positioning data shows money managers are aggressively betting on higher crude prices, driven by ongoing supply disruption fears across the Red Sea, Black Sea, and Iran.

Brent crude and WTI crude posted their strongest monthly gains since March, reversing a three-month losing streak amid escalating geopolitical tensions.

Pampa Energía and Mega secure RIGI status for new urea and gas-liquids plants in Bahía Blanca, aiming to lower field costs and expand shipments to Brazil.

Brent crude and WTI crude retreat from conflict highs as traders prioritize actual supply flows over geopolitical headlines, signaling a shift in market risk appetite.

New Delhi's push for domestic production adds a long-term supply variable to global energy markets, though near-term import demand remains structurally high.

Oil prices hold firm near $89 a barrel, driven by persistent concerns over maritime transport routes rather than fresh geopolitical headlines.

Escalating tensions in the Iran conflict are exacerbating existing supply vulnerabilities, pushing European natural gas and electricity prices to their highest levels since 2023.

Brent crude retreats further as tanker traffic normalizes through key West Asia routes, extending the unwind of the geopolitical risk premium that has supported prices since late June.

Brent crude retreats from session highs yet remains poised for a sharp 20% monthly rise, driven by easing shipping bottlenecks in the Strait of Hormuz despite lingering geopolitical friction.

Brent crude and WTI crude retreat from weekly highs as tanker traffic through key chokepoints normalizes, even as diplomatic talks between Washington and Tehran stall.

Japan's largest power generator has locked in liquefied natural gas supplies through the autumn, removing a key demand-side risk for the global LNG market despite Middle East supply disruptions.

With Hormuz tensions already straining global oil flows, a second critical bottleneck is emerging in Europe. The Rhine River's low water levels risk halting barge traffic, compounding supply fears and pushing energy prices higher.

Damage to two gas tankers in Egyptian waters has reignited fears over the security of the Suez Canal, a critical artery for Saudi oil exports, pushing energy prices higher.

Rapidly spreading blaze in western Spain adds to southern Europe's fire crisis, though immediate energy market impact remains limited.

Lower volumes and price pressure weigh on Baghdad's fiscal intake, underscoring the strain on OPEC's second-largest producer amid ongoing regional volatility.

Colombia's state oil company opens a delivered-ex-ship procurement process for natural gas, aiming to stabilize domestic supply ahead of autumn deliveries.

The incident involving the FSRU Energos Winter and carrier GasLog Salem adds to supply disruption risks in the Mediterranean, keeping a lid on European gas sentiment.

Escalating tensions following US strikes on Iran keep supply disruption fears alive, leaving energy markets volatile and investors wary of further geopolitical shocks.

Official attribution of the blaze to a drone strike heightens security concerns for Mediterranean energy infrastructure and could weigh on regional shipping insurance premiums.

Escalating military action in the Persian Gulf has pushed oil prices sharply higher, with traders weighing the risk of renewed shipping disruptions against fragile diplomatic hopes.

Hindustan Petroleum, BPCL, and Indian Oil fell nearly 1% as rising input costs pressure refining margins for a third consecutive session.

Tanker traffic through the Strait of Hormuz remains robust despite widening conflict, keeping supply fears at bay and pressuring oil prices lower.

Elevated energy costs from regional conflict drove adjusted earnings to double year-on-year, intensifying investor pressure for higher dividend payouts.

Oil prices retreat after Washington confirms it has stopped its latest wave of attacks on Iranian military infrastructure, sparing key energy export routes and power plants.

Traders are discounting geopolitical headlines in favor of physical supply data, with shipping traffic through key chokepoints holding firm despite renewed violence in the region.

Supply fears keep a lid on risk appetite, with traders watching for any escalation in regional military activity that could disrupt Gulf exports.

The escalation ends a brief diplomatic calm, reigniting supply fears in the Strait of Hormuz and triggering a sharp risk-off move across energy and equity markets.

The attack on a US-owned vessel at Port Damietta marks a dangerous escalation of the US-Iran conflict into North Africa, threatening critical energy logistics and igniting fresh supply fears.

Escalating hostilities between the US and Iran drive a sharp repricing in global energy markets, extending the supply risk premium seen earlier this week.

Oil prices spike sharply after the US President declares the ceasefire with Iran has ended, triggering a broad repricing of geopolitical risk in energy markets.

Crude benchmarks rallied sharply Wednesday after a three-day pause in hostilities between Washington and Tehran ended with fresh attacks, reigniting supply disruption fears.

Escalating military tensions between the US and Iran have triggered a sharp repricing in global oil markets, with Brent crude futures jumping more than 8% to breach the $91 per barrel threshold.