Harvest S&P Oil & Gas Exploration & Production Select Industry ETF(QDII)

Chevron and Motiva limit key motor oil raw material deliveries

ConocoPhillips: Iran Conflict Disrupts LNG Supply, Qatar Joint Venture Delay Limited to Months

FactSet Survey: 26 Analysts Raise ConocoPhillips 2026 EPS Median Estimate to $9.43

Glenfarne and ConocoPhillips Sign Precedent Agreement for North Slope Gas Sales in Alaska LNG Project

Jefferies and others reaffirm or initiate Buy ratings on Devon Energy with $63 target price

Exxon Mobil Options Surge on May 15, Call Ratio Hits 77%

Devon Energy Exec Adam M. Vela Sells 24,342 Shares at $47.21 Per Share

ExxonMobil dismisses ISS objections to Texas relocation as irrelevant and questions independence

FactSet Survey Shows Analysts Raise DVN 2026 EPS Median Estimate to $5.44

White House Considers Pausing Federal Gas Tax Amid Rising Oil Prices

Innovation Energy Holdings to Acquire Chevron's Singapore SRC Refinery Shares and Other Regional Assets for $2.17B

US Upstream Oil and Gas M&A Reaches New High, Mitsubishi Acquires Aethon Energy for $7.6B

Devon Energy's EVP Jeffrey Ritenour Sells Company Stocks

ExxonMobil Reports Atmospheric Pollution Leak at Beaumont Refinery in Texas

ADL and JLens urge Chevron shareholders to oppose Proposal 6

QatarEnergy and Others Sign MOU with Syria to Assess Potential of Block 3

ISS advises ExxonMobil shareholders to oppose the company's relocation proposal

Bernstein Downgrades ExxonMobil's Target Price to $182

Syria Picks Offshore Site for Chevron and Qatari UCC Holding's First Deepwater Exploration Project

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CRAK

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The UAE's decision to exit OPEC by May 1st marks a significant shift in global energy markets, weakening OPEC's control over oil supplies and impacting Iran's economic leverage. The UAE plans to increase production from 3 million to over 5 million barrels per day, potentially leading to lower energy prices in the post-Iran war era. This change could result in gas prices dropping to around $3.50 per gallon by the end of the year and below $3 in 2027. The dissolution of OPEC's influence may reshape the energy landscape for years to come.

ZeroHedge

Occidental Petroleum

BP p.l.c.

HSPC

Bosera CSI Oil & Gas Resources Index ETF

Pro Ultr Bloomberg Crude Oil

WisdomTree Bloomberg WTI Crude Oil

SPDR O&G Ex & Prd

United States Oil Fund LP

SPDR O&G Equip

ISHRS S&P Glb Engy

Guotai CSI Oil & Gas Industry ETF

Us Brent Oil

iShares US Oil Equip & Svcs

China Universal CSI Oil & Gas Resources ETF

Global X MLP

ChinaAMC CSI Petrochemical Industry ETF

VanEck Oil Refiners ETF

Yinhua CSI Oil & Gas Resources ETF

GLOBAL X MLP & Energy Infra

WisdomTree WTI Crude Oil

VG Energy

Fullgoal S&P Oil & Gas Exploration & Production Select Industry ETF(QDII)

iShares US Oil & Gas Expl & Prod

SPDR Energy Select

Alerian MLP

VanEck Oil Services ETF

What Does The End Of OPEC Mean For The Iran War And Global Energy Prices?

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S&P conducted a scenario analysis on non-financial companies in the Asia-Pacific region and found that if oil and gas supply is disrupted, credit quality may deteriorate. Assuming oil prices are $85 per barrel in the case of a swift resolution to the conflict, the proportion of affected companies is 9%; if the conflict prolongs, oil prices rise to $130, and the affected proportion increases to 15%. About 80% of companies are investment grade and have good financial flexibility, but if the disruption exceeds expectations, credit quality will be impacted more severely

AASTOCKS

CNI Oil&Gas

E Fund CNI Oil&Gas ETF

S&P Global

S&P assesses the impact of oil and gas supply risks on non-financial companies in the Asia-Pacific region, finding that 15% may experience a deterioration in credit quality under worst-case scenarios

Recently, the situation in the Middle East has changed rapidly, and the market's view on oil prices has shifted to the expectation that high oil prices will persist. Polymarket data shows that the probability of the Strait of Hormuz returning to normal by the end of April is only 22%. Different oil and gas indices have varying exposure directions along the industry chain, with the midstream and upstream resource segments benefiting more directly from high oil prices. The National Index of Oil and Gas shows a similar trend to Brent crude oil futures prices, indicating sensitivity to oil price fluctuations. High oil prices are more favorable for the midstream and upstream segments, as their profit improvements are more direct

腾讯新闻 - 财经

F SAMSUNG OIL

Oil prices surge, this index has a high "oil" content

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Shanghai Stock Exchange: This week, key monitoring was conducted on funds with high premiums such as Huatai-PB SSE KSE China Korea Semiconductor ETF(QDII), China Southern Crude Oil Fund-A, and S&P Oil & Gas ETF, as well as stocks with abnormal fluctuations and Delisting Risk Warnings such as ZHENGPING ROAD & BRIDGE CONSTRUCTION

Wallstreetcn

Huatai-PB SSE KSE China Korea Semiconductor ETF(QDII)

ZHENGPING ROAD & BRIDGE CONSTRUCTION

China Southern Crude Oil Fund-A

Hwabao WP S&P Oil & Gas Exploration & Production Selected Industry Index Fund(LOF)-A(CNY)

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This macro in-depth report from Changjiang Securities analyzes the impact of six Middle East conflicts over the past half-century on oil prices, inflation, and market trading logic. The report points out that oil price volatility is closely related to actual supply disruptions and their recovery capabilities. Historically, the oil crises of the 1970s led to sharp oil price increases, while subsequent conflicts had relatively smaller impacts. The 2022 Russia-Ukraine conflict exacerbated high inflation, reinforcing tightening logic. The report also quantifies the impact of supply shocks on oil prices, emphasizing that "supply disruption" is the key factor determining oil price fluctuations

- The report analyzes the historical relationship between geopolitical conflicts and oil prices, emphasizing that price surges depend more on supply disruptions than on the intensity of warfare.  
- It highlights that while past conflicts like the 1970s oil crises caused significant price spikes due to severe supply cutbacks, more recent conflicts, including the Iraq war and the Russia-Ukraine conflict, had milder impacts due to quicker supply adjustments.  
- The analysis suggests that without substantial supply gaps, market reactions tend to be driven by sentiment, often reversing once actual supply remains unaffected.

E Fund Crude Oil Fund(QDII)-A(CNY)

Huaan CNI Oil&Gas ETF

Harvest Crude Oil Fund(QDII-LOF)

Pro Ultrshrt Crude Oil

GF Fund Dow Jones U.S. Select Oil Exploration & Production Index Fund(QDII-LOF)-A(CNY)

Fifty Years of Oil Crises: How Six Middle East Conflicts Reshaped Oil Prices, Inflation, and Market Trading Logic

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A report released by the United Nations Conference on Trade and Development (UNCTAD) stated that the blockade of the Strait of Hormuz has exacerbated global economic pressure, with transportation activities nearly ceasing and ship traffic significantly decreasing. The report highlighted that the blockade affects global oil and natural gas supplies, potentially leading to sustained high energy prices and increasing inflationary pressures. The risks are particularly higher for regions like South Asia and Europe that rely on Middle Eastern energy. Global merchandise trade growth is projected to slow down in 2026, with developing countries facing risks of financial pressure and currency depreciation

F GX OIL

Us Natural Gas

GF Fund CNI Oil&Gas ETF

Huaan S&P Global Oil Index Equity Fund(LOF)-A

GF CSI All Share Energy ETF

First Trust Natural Gas ETF

Pro Ultr Natural Gas

First Trust NASDAQ Oil & Gas

Fullgoal CNI Oil&Gas ETF

Us 12 Mth Natural Gas

Range Global LNG Ecosystem ETF

Invesco Great Wall CNI Oil&Gas ETF

UN Agency: "Blockade" of Strait of Hormuz Intensifies Global Economic Pressure

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Today, the market rebounded after hitting a low, with the three major indices showing mixed results. The Harvest S&P Oil & Gas ETF rose over 4%, while gold-related ETFs increased by more than 3%. Analysts pointed out that expectations for disruptions in shipping through the Strait of Hormuz are likely to persist, and investor expectations for a resolution to the Middle East conflict have cooled. Photovoltaic and green electricity-related ETFs fell over 3%, with brokerages stating that the valuation of the photovoltaic industry remains low, and future policies will optimize the competitive landscape of the industry, presenting opportunities for valuation recovery

ChinaAMC Green Electricity ETF

FullGoal CSI Green Power ETF

Tianhong CSI Photovoltaic Industry ETF

Huatai-PB CSI Photovoltaic Industry ETF

ETF Daily Review | S&P Oil & Gas ETF Harvest rises over 4%, photovoltaic and green electricity-related ETFs drop over 3%

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CICC Research points out that rising oil prices due to Middle Eastern conflicts may impact China's exports. Although rising oil prices pose a negative supply-side shock to exports, they may also increase China's export share of high-energy-consuming products and new energy products through demand transfer and demand creation effects. Compared to the Russia-Ukraine conflict in 2022, a potential US-Iran conflict in 2026 would have a more widespread impact on global energy supply, especially on the Asian region

Tianhong ChiNext New Energy ETF

China Southern CNI Oil&Gas ETF

CICC: Oil prices may boost China's export share

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The A-share market closed today with the Shanghai Composite Index down 3.63%, barely holding above 3,800 points, and all three major indices fell over 4%. The coal sector rose against the trend, with YNCE and HYNY hitting the daily limit; oil and gas stocks and space photovoltaic concept stocks also performed actively. In contrast, the precious metals and tourism sectors saw significant declines, with individual stocks generally falling, and over 5,100 stocks in Shanghai, Shenzhen, and Beijing dropped, with today's trading volume nearing 2.45 trillion

HYNY

Guotai CSI Coal ETF

Penghua CNI Oil&Gas ETF

YNCE

A-shares closing: The Shanghai Composite Index fell 3.63%, narrowly holding above 3,800 points, with over 5,100 stocks in the entire market declining

Harvest S&P Oil & Gas Exploration & Production Select Industry ETF(QDII)(159518.SZ)