The Strait of Hormuz disruption could keep oil prices elevated longer than a typical supply shock due to shipping/insurance constraints, limited SPR flexibility, and already-tightening fundamentals.

J.P. Morgan strategists caution that oil prices sustained above $90 per barrel could trigger a 10%–15% drop in the S&P 500, hitting consumer spending hard due to record equity exposure in U.S.

Oil has traded in a very tight range this year, and after last year’s big run higher, many investors have been disappointed. One who surely has not lost faith in the “black gold” is Warren Buffett, ...

Standard Chartered and J.P. Morgan predict Brent could surpass $90/bbl amid tightening market conditions. Despite recent volatility, oil markets remain relatively calm compared to geopolitical ...

Energy focused exchange traded funds moved into the spotlight Friday afternoon as crude oil (CL1:COM) prices climbed above $90 per barrel, marking the first time in more than two years the commodity ...

In what feels like an increasingly bullish oil market, $90 Brent is now a real possibility. While demand uncertainty persists, geopolitical risk, a weakening U.S. dollar, and OPEC+ supply cuts have ...

The latest OPEC production cuts will prompt a draw in oil inventories, sending prices into the low $90s, Goldman Sachs Group Inc.’s Global Head of Commodities Research Jeffrey Currie said in a ...

This analysis is by Bloomberg Intelligence Senior Analysts Salih Yilmaz and Will Hares. It appeared first on the Bloomberg Terminal. Brent oil is expected to be above $80 a barrel — the price OPEC+ ...

ExxonMobil (NYSE: XOM) and Devon Energy (NYSE: DVN) are positioned to generate substantially higher free cash flow through year-end 2026. Analysts tracking the Hormuz disruption are forecasting WTI to ...