Oil, natural gas, refiners, and the commodity complex.
The two-week US-Iran truce expires tonight. Brent crude traded near $100 Tuesday, up 3% on the day. Peace talks in Islamabad are on the brink of collapse.
Apr 23, 2026Iran shut the Strait again. The US seized a cargo ship. The ceasefire expires Wednesday and no one is at the table.
Apr 20, 2026Seven straight days of gains. The best week since November. And only nine ships made it through the Strait of Hormuz in the past 24 hours.
Apr 10, 2026The Dow’s best day since April 2025 lasted exactly one session. Iran is accusing the US of breaching the ceasefire, oil is bouncing back, and CPI lands tomorrow.
Apr 9, 2026Three days of unpriced news hit the tape this morning. A new Tuesday deadline, FOMC minutes Wednesday, and Delta earnings in a $112 oil world.
Apr 6, 2026ISM input costs just hit their highest level since 2022. Oil is back above $105. And yesterday's rally is already gone.
Apr 2, 2026The S&P just posted its best day since May. Oil gave back nearly $20 a barrel. And the ceasefire still does not exist.
Apr 1, 2026The Strait is technically open again. For some ships. Under conditions. And Iran's military says the war continues.
Mar 25, 2026Kuwait's largest refinery is burning for the second straight day. And it's triple witching.
Mar 20, 2026The Dow just hit its 2026 low. Powell says he's not leaving. Here's what happened.
Mar 19, 2026Oil hub struck over the weekend. Nvidia keynote at noon ET. Fed on Wednesday.
Mar 16, 2026The Strait is heating up and the market is stuck in the middle.
Mar 11, 2026The Strait stays closed, banks start cracking, and Adobe reports tonight.
Mar 12, 2026Futures dip, crude pulls back, and CPI is 24 hours away.
Mar 10, 2026Stocks are wobbling and inflation fears are back in focus.
Mar 9, 2026Plus Broadcom defies the selloff, the AI chip export story nobody is talking about, and Berkshire starts buying again.
Mar 6, 2026Iran said today the Strait of Hormuz is open for commercial vessels again. Oil fell hard. Stocks rallied to all-time highs. This is the biggest one-day market move since the war began in late February. If you hold energy, airlines, or defense stocks, your portfolio just shifted in a meaningful way. Here is what happened and what to do about it.
Apr 17, 2026Eight straight weekly builds. WTI around $93. BAC and Morgan Stanley report into the strangest oil tape of the war.
Apr 15, 2026The US Navy started a full blockade of Iranian ports on Monday, April 13. WTI crude jumped 7.8% to $104 a barrel. Brent rose 7% to $102. Both benchmarks are now up 40% to 50% since the war began.Gas at the pump tells the same story. The US average hit $4.12 a gallon, up more than $1.20 since the fighting started, according to AAA.
Apr 14, 2026The S&P hit a post-war high the same day the blockade began. JPMorgan, Citi, and Wells Fargo walk into that tape.
Apr 14, 2026The U.S. Navy began blocking all ships entering and leaving Iranian ports this morning. Oil prices jumped above $100 a barrel within hours. This is the biggest escalation in a conflict that has now lasted 45 days.
Apr 14, 2026The two-week ceasefire between the U.S. and Iran is already falling apart. If you were hoping oil prices and markets would calm down, hold off on celebrating.
Apr 13, 2026The U.S. and Iran failed to reach a deal after 21 hours of face-to-face talks in Islamabad.
Apr 13, 2026Navigating a Fragile Peace as the Blocked Strait of Hormuz Keeps Energy Markets on Edge
Apr 13, 2026A 45-day ceasefire proposal is on the table. Israel strikes Iran's largest petrochemical plant. Oil is still the market's biggest variable.
Apr 6, 2026