energy markets
Coverage of energy markets in the Nexus archive.
- Is the Strait of Hormuz still Iran's trump card?
Iran's recent attacks demonstrate its ability to disrupt shipping and energy markets, drawing in Gulf neighbors. The article questions how much leverage Iran holds over Washington and whether its high-risk strategy might backfire.
- Oil surges as Strait of Hormuz is back into ‘full conflict conditions’
Oil prices surged as the Strait of Hormuz entered 'full conflict conditions,' contributing to heightened volatility in energy markets. The situation underscores ongoing instability in a critical global shipping route.
- How Iran uses the Strait of Hormuz to pressure the US
Iran's latest attacks demonstrate its ability to disrupt shipping and energy markets, drawing in Gulf neighbors. The article questions how much leverage Iran has over the US and whether its strategy could backfire.
- The OECD slashes its global growth forecast as the Iran war rattles energy markets
The OECD has reduced its global growth forecast to 1.8% due to the Iran war causing disruptions in the Strait of Hormuz, which could lead to recessions in some countries.
- Kremlin Assures Macroeconomic Stability Despite Volatility in Energy Markets
The Kremlin has assured that Russia's macroeconomic stability remains intact despite fluctuations in energy markets. Spokesman Dmitry Peskov stated that the country's macroeconomic stability is 'not a matter of doubt for anyone.'
- White House says Trump will only sign deal serving US interests
The White House stated President Trump will only sign agreements that serve US national interests and security. A spokeswoman cited recent energy market movements, noting oil prices fell after a memorandum was signed and predicting they would return to pre-conflict levels due to expected stability in global energy supplies and shipping routes.
- A flood of oil is set to hit energy markets. Here’s how much crude may be unleashed.
A flood of oil is set to impact energy markets with millions of barrels of crude oil poised for release in the short term. The situation unfolds despite a fragile U.S.-Iran cease-fire and concerns about an uneven recovery.
- China defends role in global supply chains amid Strait of Hormuz crisis
China defends its role in stabilizing global energy and fertiliser markets during the Strait of Hormuz crisis, with Vice-Premier Ding Xuexiang asserting that China is a defender of global supply chains, not a disruptive force as claimed by the West.
- Malaysia to lower diesel prices amid confidence in diplomacy
Malaysia plans to lower subsidised diesel prices next month, citing growing confidence in diplomatic efforts to ease tensions in the Middle East. Malaysian Prime Minister Anwar Ibrahim attributed this decision to Pakistani Prime Minister Shehbaz Sharif's coordination of negotiations between the United States and Iran, which he believes will stabilize energy markets.
- US-Iran deal relieves energy markets
The US-Iran deal to reopen the Strait of Hormuz caused oil prices to drop to a three-month low, but conflicting details about tolls and timelines have left stakeholders cautious. Analysts warn that restoring fuel supplies will take time due to doubts about the agreement's durability.
- Energy Market Leaders on Navigating Risk
Rebecca Babin and Dan Pickering discussed volatility, diversification, and returns in energy markets with Julie Fine at the Bloomberg Energy Security Executive Briefing 2026 in Houston. The event was hosted by Bloomberg.
- The Iran war is hammering the global economy worse than any crisis since COVID, the World Bank says
The World Bank cut its 2026 global growth forecast to 2.5%, attributing the decline to the Middle East war's impact on energy markets and inflation. The bank described the conflict as harming the global economy worse than any crisis since the COVID-19 pandemic.
- Iran war fuels political backlash, inflation debate in the US
Rising inflation and energy prices in the US have intensified political divisions, with Democrats criticizing President Donald Trump's Iran policy and trade tariffs for worsening economic conditions. Senate and House leaders, including Chuck Schumer and Hakeem Jeffries, accuse Trump of starting a 'reckless war' with Iran, which they claim has spiked gas prices and eroded household incomes. Analysts link the conflict to global energy market disruptions, amplifying inflationary pressures.
- Independent says economic impact of Iran war is hitting Britain
The Independent reports that the economic consequences of the US-Iran conflict are affecting Britain, with rising costs for energy, food, and mortgages due to global market disruptions. The conflict has become a prolonged crisis, impacting advanced economies like Britain despite earlier signs of recovery.
- DOE’s Alex Fitzsimmons on energy markets, AI, renewables and more
Alex Fitzsimmons from the Department of Energy discussed energy markets, AI, and renewables at the Edison Electric Institute conference in Las Vegas. The conference focused on balancing demand growth with affordability in the energy sector.
- Meet the big winners of 2026 oil price volatility — and why their strategies are now shifting focus
Computer-based trend-following hedge funds have successfully capitalized on significant price fluctuations in energy markets, emerging as major beneficiaries of oil price volatility. Their strategies are now shifting focus in response to these market dynamics.
- 3 questions answered by The Hill’s Invest in America Summit
The Hill hosted its second annual Invest in America Summit, where lawmakers, regulators, and industry leaders discussed the evolving U.S. economy, focusing on artificial intelligence, President Trump’s tariffs, and energy markets.
- New forecasts lay out 2 rocky paths for global economy
New forecasts show two possible economic paths due to the Iran war: a modest slowdown if the conflict ends soon or a severe global hit if it persists, leading to slower growth and higher inflation. The OECD highlights vulnerabilities in energy markets, AI investments, and supply chains as critical factors shaping these outcomes.
- MST Marquee Kavonic on Energy Markets
MST Marquee Kavonic discusses energy markets, highlighting key trends and insights. The discussion focuses on market analysis and future prospects. Energy market dynamics are examined in detail.
- Iran war shakes Global economy as energy costs surge and recession fears grow
The Iran war is causing significant disruptions in the global economy, with energy costs rising sharply and fears of a recession intensifying. Energy markets and everyday prices are being reshaped by the conflict's economic fallout.
- Glencore’s Traders Score Big Profits as War Rattles Energy Markets
Glencore’s traders have reported significant profits amid war-driven disruptions in energy markets. The article mentions freight train wagons being used for oil transportation, highlighting operational adjustments in the sector.
- UAE quits OPEC: What that means for the Gulf, energy markets and beyond
The UAE has announced its exit from OPEC, signaling a shift toward independent economic policies and a potential reconfiguration of Gulf oil politics. This move could impact global energy markets and regional alliances.
- Trump discusses extended Iran blockade with energy executives at White House
President Trump discussed domestic and international energy markets during a meeting with industry executives and officials at the White House. The meeting, hosted by Treasury Secretary Scott Bessent, included Vice President Vance and focused on an extended Iran blockade.
- UAE to Exit OPEC After Nearly 60 Years
The United Arab Emirates will exit OPEC after nearly 60 years of membership on May 1, aiming to increase oil production amid volatile energy markets.
- Central Asia Gains as War Shakes Energy Markets and Trade Routes
Central Asia is benefiting from a war disrupting global energy markets and trade routes, leading to increased regional influence and economic opportunities. The conflict has shifted trade dynamics, favoring Central Asian energy exports and logistics corridors.
- Sphinx Protocol is ditching their own chain and deploying on Base
Sphinx Protocol is abandoning its planned Cosmos SDK chain in favor of deploying on Base. The protocol focuses on onchain derivatives for the entire energy complex, targeting institutional hedging and real liquidity. The move to Base is strategic, leveraging its established infrastructure and growing DeFi ecosystem to attract serious market counterparties.
- Iranian forces seize two ships in strait of Hormuz amid doubts over further peace talks with US
Iranian forces seized two ships in the Strait of Hormuz as Iran and the US imposed blockades on the critical shipping waterway, disrupting global energy markets. The standoff raises doubts about the resumption of stalled peace negotiations between the two nations.
- Senate Democrat: Trump administration created ‘energy apocalypse’ in Strait of Hormuz
Sen. Ed Markey (D-Mass.) accused the Trump administration of creating an 'energy apocalypse' in the Strait of Hormuz, which has disrupted global energy markets and led to rising fuel costs.
- BofA’s Blanch Warns Jet Fuel, Oil Flows Remian at Risk After Conflict
Bank of America's Michael Blanch warns that jet fuel and oil supply flows remain vulnerable following ongoing conflicts. The alert highlights risks to energy markets amid geopolitical instability.
- Treasuries Slip as Renewed Ceasefire Tensions Lift Oil Prices
Treasuries declined as renewed tensions over a potential ceasefire increase oil prices. The situation highlights ongoing geopolitical instability affecting energy markets.
- Oil prices rise after Trump says Iranian ship seized
Oil prices have increased following U.S. President Donald Trump's statement about an Iranian ship being seized. Energy markets have experienced significant volatility since the U.S. and Israel launched attacks on Iran on February 28.
- Hormuz is (apparently) unblocked. Energy markets remain a mess
The Hormuz Strait has been unblocked, but energy markets remain unstable due to ongoing issues such as mines, mistrust, and missing ships, leading to prolonged tightness. Geopolitical tensions continue to impact global energy trade.
- 7-Eleven expects to close hundreds of its stores in North America this year
7-Eleven plans to close 645 North American stores in 2026, exceeding new openings, due to economic pressures and inflation. The closures include converting to wholesale fuel stores, while the parent company Seven & i Holdings faces a 9.4% revenue decline.
- Libya could supply the oil the world needs while conflict with Iran seethes
Libya's potential increase in oil production could stabilize global energy markets by restoring confidence and lowering prices. The article highlights ongoing tensions with Iran as a concurrent geopolitical factor.
- BP hails ‘exceptional’ trading as oil prices soar in Iran war
BP reports 'exceptional' earnings from oil trading due to market volatility caused by the US-Israeli war on Iran. Citi upgraded BP's Q1 profit forecast by 20% to $2.6bn despite flat production levels.
- What Would a US Blockade of Hormuz Mean for Energy Markets
The article explores the potential economic impact of a U.S. blockade of the Strait of Hormuz on global energy markets. It examines how such a move could disrupt oil supplies and affect energy prices worldwide.
- A ceasefire will not stop the Iran war’s economic consequences
The article states that even if the Strait of Hormuz reopens, the economic consequences of the Iran war will persist. Energy markets are expected to undergo lasting changes despite potential ceasefire efforts.
- The third Gulf war will scar energy markets for a long time yet
The article discusses the long-term impact of the third Gulf War on energy markets, highlighting residual risks and damaged infrastructure as factors keeping energy prices elevated. These effects are expected to persist and disrupt market stability.
- Even the best-case scenario for energy markets is disastrous
The article warns that even in the best-case scenario for energy markets, the situation remains dire. High energy prices are expected to persist beyond the resolution of the Iran war.