Oil prices surged to a two-week high after the US launched military strikes on over 80 targets in Iran, raising fears of supply disruptions through the Strait of Hormuz. Brent crude rose 2.2% to $75.80 a barrel, while shares of major oil producers like BP and Shell also gained. The US revoked a waiver allowing Iran to resume oil exports, prompting Iran to vow a strong response. This escalation has reignited concerns about geopolitical risks affecting energy markets, with analysts noting potential for further price rallies amid ongoing tensions.
RoseNose Investing Group highlights Nvidia and PepsiCo as undervalued stocks with strong growth and reliable dividends, recommending them as buys. Shell is considered fairly valued with a 4% dividend yield, suggesting buying on dips but not aggressiv...
Goldman Sachs strategists emphasize the HALO trade, focusing on companies with heavy assets and low risk of obsolescence, as a strong investment theme amid AI disruption concerns. Initially identified by Josh Brown, this trade has performed well, but...
The FTSE 100 index rose by 55 points, driven mainly by Shell's strong trading update and a 3.1% share rise. Shell also announced a $1 billion sale of its South African petrol stations. Meanwhile, Capita shares dropped nearly 16% after delays in manag...
Shell anticipates stronger trading and optimization earnings in its integrated gas business to compensate for a drop in production caused by disruptions in Qatar due to the Iran war. Integrated gas production is forecast to fall to 610,000-650,000 ba...
Shell plc provided an updated outlook for Q2 2026, highlighting reduced Integrated Gas production due to the Middle East conflict affecting Qatari volumes. Despite this, refining margins are expected to improve to around $20 per barrel, with chemical...
