Wall Street is being perhaps too glib about the conflict between Russia and Ukraine.
2 minute read
There were also bright spots in the statement, which comes ahead of official second-quarter earnings on Aug. 5.
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The challenges of the first half aren’t over, our 11 panelists say. Where they see opportunities for the second half of the year.
Long Read
investors should look for oil companies that are relying on more than higher prices to boost profits. Chord Energy fits the bill.
3 minute read
Exxon Mobil said its second-quarter earnings will take a hit. Shell has said its trading profit will be lower than thought.
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The trading slump may be confined to Shell, the biggest European energy company, but it could also be indicative of difficulties affecting others.
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Brazil, Argentina, and Nigeria are pumping oil. Why the big push now when OPEC+ has to restrain spare capacity?
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Energy analyst Daniel Yergin gives his outlook for oil, gas, and other other markets in the wake of the Middle East turmoil.
Long Read
Micron beats expectations on demand for AI memory chips, BP stock whipsaws on report Shell approached it about a deal, and more news to start your day.
Long Read
Discussions are progressing ‘slowly,’ The Wall Street Journal reports.
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It's Fed Chair Jerome Powell who is top of mind for markets now, rather than events in the Middle East.
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Carnival rises sharply after the cruise operator beats analysts’ estimates and raises its fiscal-year guidance.
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Supreme Leader Ali Khamenei’s regime could destabilize slowly, then all at once, Albert B. Wolf writes in a guest commentary.
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A cease-fire between Israel and Iran has the dollar in firm retreat.
3 minute read
Iran, Israel cease-fire gets off to a fragile start, Compass sues Zillow in real estate rift, nuclear firm Holtec could go public, and more news to start your day.
Long Read
Tesla shares rise sharply after the electric-vehicle company launched its highly anticipated robo-taxi service in Austin, Texas, on Sunday.
4 minute read
The energy market is undergoing a live stress test, Carolyn Kissane writes.
Long Read
Shares in major oil companies rose, but they weren’t matching the sort of eye-popping gains investors might have expected after the U.S. bombed three key nuclear sites in Iran.
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Shipping, natural gas, and insurance markets are set for disruption by the war. Changes in those markets could impact dozens of companies.
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