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Energy Markets 8 May 2026 - 25 July 2026

Southwest Airlines (NYSE:LUV) shares: 20% unit-revenue rise seen as unhedged fuel risk persists

A 10-cent rise in fuel prices may reduce Southwest Airlines' third-quarter earnings per share by roughly eight cents. This initial calculation is based on the airline's second-quarter adjusted tax rate and diluted share count. The estimated impact is equivalent to 13% of the midpoint of management’s guidance.

25 July 2026

Airlines·Energy Markets·NYSE:LUV·Stock Market

Oil surpasses $100 after Red Sea attack raises threat to Saudi Arabia’s Hormuz alternative

Brent crude rose past $100 on Thursday following an incident in which a Saudi tanker was hit in the Red Sea. The event heightened concerns over supply disruptions spreading beyond the Strait of Hormuz.

23 July 2026

Energy Markets·NYSE:CVX·NYSE:VLO·NYSE:XOM·Oil Prices

Energy sector buoyed by Middle East oil risk, outpaces tech by 3.5 points

On Thursday, U.S. energy stocks outperformed the technology sector by 3.5 percentage points, despite a decline in Brent crude prices. The divergence underscored that equity markets continued to price in lingering supply risks from the Middle East.

16 July 2026

Energy Markets·NASDAQ:SNEX·Oil Industry

Exxon, Chevron set for $26B quarter; refiners hold up in Iran war trade

Marathon Petroleum and Valero Energy jumped about 3.8% each in late-morning trading on Monday. Exxon Mobil added 3.4%. Chevron was up 2.2%. Brent crude was up more than 4%, above $79 a barrel, after President Donald Trump said the U.S. is bringing back its naval blockade of Iran. The split in refiners and oil majors points to stronger fuel margins, not just the crude rally, as the key driver for earnings.

13 July 2026

Energy Markets·NYSE:CVX·NYSE:MPC·NYSE:VLO·NYSE:XOM·Oil Industry

Aramco Comes Back to the Philippines; Per-Outlet Cash Gap Now Seven Times Wide

Saudi Aramco is set to open its first branded service station in the Philippines on July 16, taking over a current Unioil site on Sucat Road in Parañaque. The launch is a modest step, but it raises a bigger question about investment: Aramco spent at least 6.9 times more per outlet here than it did for each listed retail station in its Pakistan fuel deal.

12 July 2026

Energy Markets·Oil Industry·TADAWUL:2222

Energy Transfer’s $1.75B Debt Move May Head Off 10% Preferred Reset

Energy Transfer LP closed out the week up 1.7% at $19.66. The company priced $1.75 billion in new financing on Monday, which is likely to extend debt maturities. The deal could also get rid of a preferred-unit reset that would run near 10% using current Treasury yields.

11 July 2026

Energy Markets·NYSE:ET

Gasoline crunch brings big gas stations, fuel margins into investor view

Investors tracking crude could miss what’s happening in fuels. Gasoline supply, retail margin, and store visits matter too. Russia is rationing after its refineries were hit. U.S. travel centers want people to use the pump as a way into buying food, coffee and other high-margin items. AAA reported regular gas at $3.81 a gallon Saturday. That’s down from $4.24 last month, but more than the $3.15 seen a year ago. Diesel at $4.80.

4 July 2026

Energy Markets·NASDAQ:CASY·NYSE:MPC·NYSE:MUSA·NYSE:PSX·NYSE:VLO·Oil Industry

Europe heat heats up grid as investors watch low air-con adoption

Europe’s all-time June heat is putting cooling-system demand and grid resilience to the test. The World Meteorological Organization said the heatwave smashed late-June records and disrupted infrastructure and labour output in countries from Portugal to Romania. “Heatwaves like this are what we expect to see in a changing climate,” said WMO’s John Kennedy.

27 June 2026

Energy Markets·EPA:EDF·KRX:005930·KRX:066570·SHE:000333·TSX:6503

Brent under $78 after Iran waiver; traders weigh supply risk

Oil slid for a second day on Tuesday. Traders pointed to a short-term U.S. waiver on Iranian oil and resumed tanker traffic through the Strait of Hormuz as cooling supply concerns.

23 June 2026

Commodities·Energy Markets·Oil Prices

T1 Energy (NYSE: TE) Closed Above Wall Street’s New $9 Line—Now the Texas Solar Bet Has to Prove Itself

KEY TAKEAWAYS:

22 June 2026

Energy Markets·NYSE:TE·Renewable Energy·Solar Power

Bank of England holds rates as energy shock eases, but inflation risk keeps cuts distant

The Bank of England held interest rates at 3.75%, choosing not to follow the European Central Bank and Bank of Japan into fresh tightening as policymakers judged that Britain’s latest energy-driven inflation shock may fade, but not quickly enough to relax policy.

19 June 2026

Energy Markets·Inflation·LSE:MRW·LSE:TSCO·NYSE:GS·NYSE:JPM

US and Iran Peace Deal Signing in Focus as June 19 Nears

Pakistan said the US and Iran have agreed to end their war, with a formal signing set for Friday, June 19, in Switzerland. The announcement points to a diplomatic deal meant to reopen the Strait of Hormuz and bring some stability to energy markets. Prime Minister Shehbaz Sharif said the agreement would mean “the immediate and permanent termination of military operations on all fronts, including in Lebanon.” Reuters reported the exact terms were not clear.

15 June 2026

Energy Markets·Oil Industry

Nuclear decision gives Constellation boost, but CEG stock slides

Constellation Energy Corp. slipped 3.7% to finish at $254.83 on Friday, trading well below the $287.75 Nasdaq last sale price listed in its May 29 prospectus supplement for this week’s shareholder offering. Shares stayed weak going into the weekend, even after a regulatory decision favored the company’s Three Mile Island restart plan.

7 June 2026

Energy Markets·NYSE:CEG

Oil pushes toward $100 with Iran talks failing, Hormuz risk back

Brent jumps near $100 as Iran talk stops, Strait threat looms Oil rallied Monday, with Brent crude close to $100 a barrel after Iran’s Tasnim news agency said Tehran stopped messaging the U.S. and Iran-backed groups could block the Strait of Hormuz and other routes. Brent futures gained $6.02, or 6.6%, to trade at $97.14 a barrel at 10:02 a.m. ET. U.S. West Texas Intermediate crude added $6.68, up 7.7%, to $94.04.

1 June 2026

Energy Markets·Oil Prices

Brent Drops Under $100 After Iran Deal Hopes Hit Market

Oil dropped sharply Monday, with Brent dipping under $100 per barrel. Traders pointed to signs of progress in U.S.-Iran discussions, which lifted hopes for more energy flows through the Strait of Hormuz.

25 May 2026

Energy Markets·Oil Prices

Bloom Energy strikes $2.6 billion AI power deal amid grid bottleneck trade

Bloom Energy shares surged Thursday after Nebius, an AI cloud outfit based in Amsterdam, unveiled a fuel-cell capacity deal that could bring Bloom as much as $2.6 billion over the contract term. The move put the San Jose power name back in focus as traders eyed the AI-power space.

21 May 2026

Artificial Intelligence·Energy Markets·NYSE:BE

Oil’s $110 Shock Sets Traders on Edge for Next Week

Oil spent Friday close to $110 a barrel after a late surge put traders on alert for new headlines from the Strait of Hormuz. The key waterway handles about 20% of global oil and LNG shipments. Brent crude futures closed at $109.26 a barrel, up 3.35%. U.S. West Texas Intermediate finished the day at $105.42, up 4.2%.

16 May 2026

Energy Markets·Oil Prices

Venture Global Stock Jumps as LNG Deals Push Scarcity Into 2026 Guidance

Venture Global jumped Tuesday, with investors responding to fresh catalysts: new cargo contracts, firmer pricing forecasts, and a 2026 earnings outlook that handily topped earlier estimates. Shares were last seen at $13.49, gaining $1.87 for the session after an intraday high of $13.54, with volume climbing past 26 million shares.

12 May 2026

Energy Markets

Natural Gas Price Forecast: Storage Surprise Keeps Henry Hub Near $2.80 Before Summer Demand Test

Natural gas futures in the U.S. wrapped up the week just under $2.80 per million British thermal units. Prices held their ground on a lighter storage build, though a decisive move higher remained elusive with spring demand lagging. As of May 8, Trading Economics showed natural gas at $2.80, marking a monthly gain of roughly 5%, but the contract is still off more than 26% compared to the same period last year.

9 May 2026

Energy Markets·NASDAQ:SNEX·Natural Gas·NYSE:BKR

Gas Prices May Stay High Even After an Iran Peace Deal — Here’s Why

Gasoline prices across the U.S. stuck close to $4.55 a gallon Friday, traders caught between speculation over a potential U.S.-Iran peace breakthrough and renewed clashes around the Strait of Hormuz. For drivers, there’s not much hope of seeing pre-war prices just yet. AAA listed the national average for regular at $4.546 on May 8—a penny lower than Thursday, still up 15 cents compared to last week, and a hefty $1.39 jump from a year ago.

8 May 2026

Energy Markets

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Energy Markets 8 May 2026 - 25 July 2026

Southwest Airlines (NYSE:LUV) shares: 20% unit-revenue rise seen as unhedged fuel risk persists

Oil surpasses $100 after Red Sea attack raises threat to Saudi Arabia’s Hormuz alternative

Energy sector buoyed by Middle East oil risk, outpaces tech by 3.5 points

Exxon, Chevron set for $26B quarter; refiners hold up in Iran war trade

Aramco Comes Back to the Philippines; Per-Outlet Cash Gap Now Seven Times Wide

Energy Transfer’s $1.75B Debt Move May Head Off 10% Preferred Reset

Gasoline crunch brings big gas stations, fuel margins into investor view

Europe heat heats up grid as investors watch low air-con adoption

Brent under $78 after Iran waiver; traders weigh supply risk

T1 Energy (NYSE: TE) Closed Above Wall Street’s New $9 Line—Now the Texas Solar Bet Has to Prove Itself

Bank of England holds rates as energy shock eases, but inflation risk keeps cuts distant

US and Iran Peace Deal Signing in Focus as June 19 Nears

Nuclear decision gives Constellation boost, but CEG stock slides

Oil pushes toward $100 with Iran talks failing, Hormuz risk back

Brent Drops Under $100 After Iran Deal Hopes Hit Market

Bloom Energy strikes $2.6 billion AI power deal amid grid bottleneck trade

Oil’s $110 Shock Sets Traders on Edge for Next Week

Venture Global Stock Jumps as LNG Deals Push Scarcity Into 2026 Guidance

Natural Gas Price Forecast: Storage Surprise Keeps Henry Hub Near $2.80 Before Summer Demand Test

Gas Prices May Stay High Even After an Iran Peace Deal — Here’s Why

TechStock² Updates

Berkshire Hathaway’s $7.8 Billion Repurchase Strategy Puts Greg Abel to the Test on Monday

Airbnb (NASDAQ:ABNB) Rallies 17% With AI Savings Sending Stock Past Wall Street Target

DoubleVerify (NYSE:DV) faces 3% remaining upside as deal with Nielsen pushes expected close to 2027

Bob’s Discount Furniture (NYSE:BOBS) meets 11.4% margin challenge in H2

The Trade Desk (NASDAQ:TTD) Drops 21.9% as Q3 Outlook Points to 25% Adjusted EBITDA Margin

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