SPDR O&G Equip

Halliburton Executive Van H. Beckwith Sells ~198k Shares for $8.19M

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

Halliburton Stock Hits New High as Redburn Raises Target to $49

Stephens Cuts Stake in Solaris Energy as Other Investors Increase Holdings and Insiders Trade

Kodiak Gas Services Launches $750 Million Common Stock Offering

BMO Raises Halliburton's Target Price to $45

Solaris Energy Infrastructure Expands Power Contract to 630 MW

Kodiak Gas Services released FY2026 Q1 earnings on May 11 Pre-Market (EST), actual revenue USD 345.76 M (forecast USD 340.43 M), actual EPS USD 0.2 (forecast USD 0.514)

Seadrill released FY2026 Q1 earnings on May 11 Pre-Market (EST), actual revenue USD 348 M (forecast USD 325.53 M), actual EPS USD -0.11 (forecast USD -0.2925)

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

Solaris Energy Board Member Howard Keenan Sells Company Shares

Cactus released FY2026 Q1 earnings on May 7 After-Market EST, actual revenue USD 388.35 M (forecast USD 380.77 M), actual EPS USD -0.704 (forecast USD 0.5833)

Liberty Energy Subsidiary Signs $505 Million Supply Contract with Bergen Engines

Helmerich & Payne released FY2026 Q2 earnings on May 6 After-Market EST, actual revenue USD 932.36 M (forecast USD 948.69 M), actual EPS USD -0.59 (forecast USD -0.2272)

Helmerich & Payne released FY2026 Semi-Annual earnings on May 6 After-Market (EST), actual revenue USD 1.949 B, actual EPS USD -1.57

Halliburton's President Michael Casey Sold 20,348 Shares

SLDC Secures Drilling Contract for Kuwait's Mutriba Oilfield

Liberty Energy Chairman Sells Company Stock

Solaris Oilfield Infrastructure plans to issue $1.3 billion senior notes

Drummond Robert Wayne Jr Sells Patterson UTI Energy Stock

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

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

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Japan and South Korea's prime ministers have agreed to enhance oil supply cooperation, including joint storage, amid the ongoing crisis in the Strait of Hormuz. Both nations, heavily reliant on Middle Eastern oil, are seeking alternative suppliers due to supply disruptions. The meeting aims to address financial and technical details of the joint storage system, highlighting the urgency of their energy challenges.

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Japan and South Korea Deepen Oil Ties as Hormuz Crisis Bites

California Governor Gavin Newsom criticized former President Trump as gas prices in the state exceed $6 per gallon, with predictions indicating a 74% chance prices could rise to $7.40. Newsom's office attributed high costs to inadequate planning during the Trump administration. Current gas prices average $6.146, with diesel over $7.145. Prediction markets show a significant likelihood of further increases in fuel costs, while analysts note global oil inventory challenges.

benzinga_article

Shutterstock

Gavin Newsom Urges Trump To Lower Gas Prices As They Top $6— Traders Sees Over 70% Chance Fuel Costs Touch $7.40 In California

Household energy bills are set to increase by £209 annually from July due to rising oil and gas prices linked to the Iran war. Cornwall Insight predicts the Ofgem price cap will rise by 13% to £1,850. The increase is attributed to escalating wholesale prices and geopolitical tensions affecting energy infrastructure. Analysts warn of potential further increases in October as demand rises. Government support for households may be necessary if prices remain high, with energy providers advising families to fix their bills to mitigate costs.

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Energy bills to surge by £200 a year from July

The Iran war has led to G7 bond yields nearing 5%, the highest since 2004, increasing global borrowing costs. Economists predict the Federal Reserve may raise rates to combat inflation, potentially slowing growth. Additionally, the UAE's exit from OPEC+ indicates significant shifts in energy policy amid rising regional tensions.

- Iran's war disruptions have caused G7 bond yields to approach 5%, the highest level since 2004, leading to increased global borrowing costs.  
- Economists are warning that the Federal Reserve may need to raise interest rates significantly to address growing inflation expectations, potentially slowing economic growth.  
- The UAE's exit from OPEC+ indicates a shift in Gulf alliances and suggests lasting changes in energy policy amid escalating regional tensions.

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Iran war fuels inflation fears as bond yields hit highs

Unemployment rate rises and vacancies slump in first signs of Iran war impact - Experts said the gloomy ONS figures showed the beginning of a hit to jobs from the energy shock caused by the Middle East conflict.

Unemployment rate rises and vacancies slump in first signs of Iran war impact

European stocks rose significantly on Tuesday following U.S. President Trump's optimistic remarks about a potential peace deal with Iran regarding its nuclear program. Oil prices dropped nearly 2% in response, while bond markets stabilized, boosting investor confidence.

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European Shares Advance On US-Iran Peace Deal Hopes

The closure of the Strait of Hormuz due to geopolitical tensions has led to a significant global economic crisis, causing a 10.1 million barrels per day drop in oil supply and a 65% increase in Brent crude prices. The World Bank warns of severe inflationary pressures and potential further price shocks as markets react to anticipated rather than actual shortages. Fertilizer and metal prices are also expected to rise sharply, exacerbating the economic impact. The situation remains fluid, with ongoing risks of prolonged disruption.

CoinLive

The "Seven Steps" of the Hormuz Crisis's Devastating Impact on the Global Economy

UBS has reactivated its Global Supply Chain Stress Index due to alarming signals in global logistics, with stress rising at the fastest pace since the early pandemic. The index jumped significantly in March and April, prompting concerns over disruptions from the Middle East conflict. Analysts warn that continued blockage of the Strait of Hormuz could lead to severe global trade impacts and a potential oil shortage, while rising yields may negatively affect equities.

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UBS Reactivates Supply-Chain Stress Watch After Detecting Alarmingly Rapid Deterioration

Trump has postponed a planned strike on Iran at the request of Gulf leaders, citing ongoing negotiations. Reports suggest the U.S. may consider temporary oil sanctions relief, although this remains unconfirmed. Consequently, oil prices have dropped on hopes of supply relief, but they remain volatile due to low inventories and potential conflict risks.

Trump delays Iran strike as oil waiver reports emerge

Oil prices remain around triple digits due to the ongoing US-Iran stalemate, with traders awaiting breakthroughs in negotiations or the reopening of the Strait of Hormuz. Recent reports of a potential US sanctions waiver briefly affected prices, but losses were reversed after denials from US officials. The market remains rangebound, with prices supported by the ceasefire and pressured by lack of progress. Upcoming economic indicators and US-Iran developments will continue to influence oil prices.

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Oil prices remain persistently elevated amid prolonged US-Iran stalemate

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On May 10, Trump tweeted angrily declaring Iran's latest response "completely unacceptable." Iran, through Pakistan, proposed an immediate ceasefire and the lifting of the naval blockade, while the US insists that Iran suspend uranium enrichment and restore passage through the Strait of Hormuz. The two sides remain fundamentally opposed. Do you think there's any possibility of breaking this deadlock?

On May 10, Trump tweeted angrily declaring Iran's latest response "completely unacceptable." Iran, through Pakistan, proposed an immediate ceasefire and the lifting of the naval blockade, while the US insists that Iran suspend uranium enrichment and restore passage through the Strait of Hormuz. The two sides remain fundamentally opposed. Do you think there's any possibility of breaking this deadlock?

US-Iran deadlock returns — is a ceasefire still possible?

- Wall Street’s main indexes opened higher following a two-week ceasefire agreement between the U.S. and Iran.  
- The Dow Jones Industrial Average rose by 393.7 points, the S&P 500 increased by 137.5 points, and the Nasdaq Composite climbed by 803.4 points at the open.  
- These gains were driven by expectations that energy supplies through the Strait of Hormuz could resume, leading to lower crude prices.

Reuters

US STOCKS SNAPSHOT-Wall Street opens higher after US-Iran ceasefire

Summary of the whole article: Pls exercise caution. Unlike you can profit through continuously monitoring the wild swings, basically everything is at heightened risk. At the top of everyone's heads: How much more ICM and hypersonic missiles are Iran still keeping before they finally unleash, all at once, a death blow to every US aircraft carrier and defeat the US?

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Gold.com

Zijin Mining

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Global markets are experiencing volatility due to the ongoing Iran crisis, with oil prices fluctuating and stock markets declining. Analysts suggest caution for investors considering buying the dip, citing macroeconomic conditions like oil shocks and inflation. Some recommend focusing on blue-chip stocks and sector rotation, while others highlight potential opportunities in Asia, particularly Singapore. Gold is viewed as a safe-haven asset, with expectations of price increases amid geopolitical tensions. Overall, the situation remains uncertain, and investors are advised to navigate carefully.

- Global markets are experiencing increased volatility due to military actions and soaring oil prices, with Brent crude surpassing $100 per barrel.  
- Analysts suggest investors approach the fluctuating market cautiously, with differing opinions on whether to buy low, while some sectors may benefit from increased demand amidst the ongoing conflict.  
- Gold remains an attractive asset for hedging; however, its performance is expected to be limited by a strengthening dollar and rising U.S. Treasury yields.

Businesstimes News

Should investors ‘buy the dip’? How to invest as volatility rises amid Iran crisis

SPDR O&G Equip(XES.US)

Japan and South Korea Deepen Oil Ties as Hormuz Crisis Bites

Gavin Newsom Urges Trump To Lower Gas Prices As They Top $6— Traders Sees Over 70% Chance Fuel Costs Touch $7.40 In California

Energy bills to surge by £200 a year from July

Iran war fuels inflation fears as bond yields hit highs

Unemployment rate rises and vacancies slump in first signs of Iran war impact