iShares US Energy

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

SLB Reports Beat, Hits 52-Week High, Analysts Raise Targets as Insiders Sell

Williams Companies Executive Glen G. Jasek Sells 2,500 Shares for Approximately $195,606.58

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

Phillips 66 Advances Permian Basin Zeus Gas Plant Project, $2-2.5B Investment for 2028 Operation

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

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

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

Argus Raises Phillips 66 Price Target to $197, Maintains Buy Rating

Berkeley Capital Partners LLC Reduces Holdings in EOG Resources Inc

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

Phillips 66 CFO Kevin J. Mitchell Sells Company Shares

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

Securian Asset Management Inc. Cuts Holdings in Phillips 66

Bernstein Downgrades ExxonMobil's Target Price to $182

SLB OneSubsea Completes Acquisition of Norwegian Envirex Group's Subsea Business

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

600489

600547

CRAK

George Noble warns investors to avoid long-dated bonds due to rising yields and inflation, advocating for energy stocks and gold miners instead. He cites strong cash flows and underinvestment in oil as key factors. Geopolitical tensions, particularly in the Middle East, have pushed yields to decade highs, increasing inflation risks and challenging traditional investment strategies.

Agnico Eagle Mines

ZHONGJIN GOLD

SD-GOLD

Gold.com

Newmont

Kinross Gold

Sprott GLD Miners Etf

SPDR S&P Mtls & Mng

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

EFUND GOLD MI-U

VG Energy

Roundhill Gold Miners Weeklypay ETF

SPDR O&G Ex & Prd

Abrdn Precious Metals Basket ETF Trust

Abrdn Gold ETF Trust

ISHRS S&P Glb Engy

SPDR Gold Shares

Us Brent Oil

VanEck Oil Services ETF

iShares US Oil & Gas Expl & Prod

iShares MSCI Global Gold Miners

Sprott JR Gold Miners ETF

Direxion Daily Jr Gold Miners Bull 2X

ChinaAMC Gold ETF

SPDR O&G Equip

iShares Gold Trust

EFUND GOLD MI ETF

Direxion Daily Gold Miners Bull 2X

VanEck Junior Gold Miners ETF

SPDR Gold Minishares

SPDR GOLD TRT-R

iShares US Oil Equip & Svcs

Microsectors Gold Miners 3x Leveraged ETN

EFUND GOLD MI-R

GLOBAL X MLP & Energy Infra

VanEck Oil Refiners ETF

Pro Ultr GLD

SPDR Energy Select

Invesco Db Precious Metals ETF

Us Gbl GLD & Met

SPDR GOLD TRT-U

GLOBAL X Gold Explorers

United States Oil Fund LP

VanEck Gold Miners ETF

YieldMax Gold Miners Opt Inc Strgy ETF

George Noble urges shift from bonds to energy and gold

The International Energy Agency's May report indicates a significant decline in global oil inventories, down by 250 million barrels in March and April, with a Q2 drawdown of 8.5 million barrels per day. The U.S. has released an additional 53.3 million barrels from the Strategic Petroleum Reserve to major companies, marking the second major release this spring.

Pro Ultr Bloomberg Crude Oil

Invesco Oil & Gas Services ETF

Marathon Petroleum

Exxon Mobil

The oil market is coming for Donald Trump: US Strategic Petroleum Reserve has now fallen below 300 million barrels

INDA

The Indian rupee fell to a record low of 96.44 per US dollar due to rising oil prices linked to the Iran conflict and higher US Treasury yields. Since late February, the rupee has declined nearly 6%, exacerbating India's external imbalances. Economists predict a significant widening of India's current account deficit, potentially reaching $65-$70 billion this year. HSBC highlights the dual challenge of reducing the deficit and attracting sustainable capital inflows, while elevated oil prices and rising US yields complicate the economic outlook.

Invezz

ISHRS MSCI India

HSBC Holdings Plc

HSBC HOLDINGS

HSBC

HSBC 5xShortSG241213

Rupee hits record low as oil surge strains finances

Analyst Sam Burwell from Jefferies has reiterated a Buy rating on Keyera Corp. with a C$65 price target, citing confidence in the PAA deal approval despite regulatory challenges. He expects a 7-8% EBITDA CAGR through 2029, anticipating a favorable ruling from the Competition Tribunal. Burwell's analysis suggests that the market will assign a higher valuation over time, supporting his recommendation.

Tip Ranks

Plains All American Pipeline

Jefferies Financial

Analyst Reiterates Buy Rating and Sets C$65 Price Target on Confidence in PAA Deal Approval and 7–8% EBITDA CAGR Outlook

The US has extended India's waiver on Russian crude imports for 30 days, crucial for maintaining supply amid Gulf shipping disruptions. Russian oil constitutes nearly half of India's imports, with May deliveries expected at 2.1 million barrels per day. However, India's crude reserves have fallen to 90 million barrels, sufficient for only a few weeks of consumption at current demand levels.

Occidental Petroleum

Pro K1 Free Crude Oil

US extends India’s Russian crude waiver amid Gulf supply crisis

HSBH

Energy Development Oman has raised $200 million through a tap issue of its existing 10-year sukuk, bringing the total raised to $850 million. The sukuk has a coupon of 5.14% and matures in January 2036. The issuance was priced at a spread of 77bps over US Treasuries, tighter than the original 100bps. This move supports EDO's capital expenditure and funding diversification amid global uncertainty, with HSBC as the sole bookrunner.

Zawya

HSBC Holdings plc ADRhedged

S&P Global

ZAWYA: Energy Development Oman raises $200mln via tap issue

MLPA

Sen. Lindsey Graham urged President Trump for a 'short but forceful response' to Iran amid stalled peace talks. Trump warned Iran that 'the clock is ticking' and criticized their response to a peace proposal. The ongoing conflict has led to rising oil and gas prices, with the average U.S. gas price at $4.52. A recent poll indicates most Americans believe Trump made a wrong decision in initiating the conflict with Iran.

Thehill

Us 12 Mth Natural Gas

Pro Ultr Natural Gas

Global X MLP

Us Natural Gas

Range Global LNG Ecosystem ETF

Alerian MLP

First Trust Natural Gas ETF

New York Times

Graham presses Trump for ‘short but forceful’ response to Iran

California has received its final shipment of Middle Eastern oil, delivered by the supertanker New Corolla in Long Beach. Market intelligence firms Vortexa and Kpler indicate that no further shipments will arrive until months after the Strait of Hormuz reopens, coinciding with rising gas prices reaching $6.16.

Us Gasoline

California receives final Middle East oil shipment as gas prices hit $6.16

US stocks closed lower on Friday, with all sectors down except Energy, which benefited from crude gains amid escalating tensions involving Iran and Trump’s return from China. Trump warned Iran to act quickly or face consequences, while discussions on military options are set for Tuesday. Meanwhile, Israel is preparing for potential conflict with Iran, and negotiations between the US and Iran remain stalled. Upcoming economic indicators include New Zealand's Services Index and Singapore's Non-Oil Exports.

ZeroHedge

Weekend News Roundup - Newsquawk Daily Asia-Pac Market Open

US inflation rose to 3.8% in April, up from 3.3% in March, driven by increased petrol and food prices amid the US-Israel war in Iran and the closure of the Strait of Hormuz, which has disrupted global energy supplies.

- US inflation increased to 3.8% year-over-year in April, up from 3.3% in March.  
- This rise is attributed to higher petrol and food prices, exacerbated by the US-Israel war in Iran.  
- The conflict has disrupted global energy supplies, particularly due to the closure of the Strait of Hormuz.

As Labour lurches further left, the markets are calling time

iShares US Energy(IYE.US)