Energy news
Latest US Energy market news, catalysts and analysis.
Strait of Hormuz Oil Flows Recover, but the Fuel Gap Persists
CNBC reported Hormuz crude flows at 13.5 million barrels per day, while refined-product shipments remained at only 677,000 bpd.
Oct 1, 2026
NeutralSenate Republicans Force Votes on AI Data Center Costs and Stock Trading
Senate Republicans face a 60-vote threshold as Democrats oppose bills covering AI data center utility costs and congressional stock purchases.
Oct 1, 2026
NeutralDonald Trump Denies Iran Sanctions Relief as Oil Risk Persists
Donald Trump denied offering Iran sanctions relief; CNBC showed Brent at $103.78 and WTI futures at $90.39 per barrel at 5:34 a.m. E.T.
Sep 30, 2026
NeutralSamuel Alito Recuses From Exxon Mobil-Suncor Climate Case, Raising 4-4 Risk
Samuel Alito will leave the climate case; his 2025 disclosure showed no Exxon Mobil or Suncor Energy stock holdings, according to CNBC.
Sep 29, 2026
BullishDonald Trump, Oil Jumps as RAF Fairford Iran Link Is Investigated
Donald Trump rejected Tehran’s conditional Hormuz offer as Brent reached $108.32 per barrel and police investigated a potential Iran link.
Sep 28, 2026
BearishDonald Trump Weighs Diesel Export Curbs as U.S. Prices Hold Near Record
Donald Trump is considering export restrictions as AAA puts U.S. diesel near $6.50 a gallon, below the $6.53 record reached Sept. 22.
Sep 28, 2026
BullishDonald Trump Rejects Iran Offer, Sending Oil Prices Over 4% Higher
Donald Trump rejected Iran’s conditional offer as Brent crude reached $108.48 per barrel and U.S. West Texas Intermediate climbed to $96.16.
Sep 28, 2026
NeutralDonald Trump Rejects Iran Proposal, Leaving Oil’s Next Move Unsettled
Donald Trump rejected Iran’s latest offer as WTI closed at $92.41 per barrel and Saudi-backed forces reported intercepting projectiles.
Sep 27, 2026
BullishGreenland Energy, 154% Premarket Surge Tests the Security-Deal Thesis
Greenland Energy rose 154% in Monday premarket trading as a U.S.-Denmark pact put Greenland-focused energy and mining companies in focus.
Sep 21, 2026
Bullish$XOM$CVX$COPOil Prices, Saudi Pipeline Closure Pushes WTI Above $105 After Cargo Cancellations
WTI rose 4.4% to $105.83 Tuesday as Saudi Arabia reportedly cancelled September crude deliveries after drone damage shut its East-West pipeline.
Sep 16, 2026
NeutralEPA Power-Plant Rule Repeal Ends Biden Carbon Limits, Leaves Utilities Facing Policy Uncertainty
On Sept. 14, 2026, the EPA repealed Biden-era power-plant carbon limits and proposed removing the sector’s remaining greenhouse-gas rules.
Sep 15, 2026
BullishStrait of Hormuz Strike, Oil Holds Above $100 as Diplomacy Stalls
Strait of Hormuz disruption left Brent at $104.61 per barrel Friday as CENTCOM reported redirecting 100 commercial vessels over 60 days.
Sep 14, 2026
BullishEnergy Transfer, Permian Resources and Sempra Draw Three Analyst Endorsements
Energy Transfer offers a 6.3% yield, while CNBC also highlighted analyst-backed dividends at Permian Resources and Sempra Energy.
Sep 13, 2026
NeutralXi Jinping Urges BRICS Middle East Push as Iran Sanctions Test China
Xi Jinping’s Sept. 13 remarks pair a BRICS peace initiative with China’s exposure to Iranian energy and tighter U.S. financial sanctions.
Sep 13, 2026
Bearish$XOM$CVXBrent Crude at $104.61 as Trump Sees Iran War Ending After Midterms
Brent settled at $104.61 and WTI at $100.05 Friday as Trump predicted oil would fall sharply after the Iran war ends.
Sep 12, 2026
BullishU.S. Crude Oil Tops $102, China Holds the Rally’s Next Key
U.S. crude oil rose about 50% from its $68.55 summer low, while China’s imports held near 7 million barrels per day in July and August.
Sep 12, 2026
Bullish$XOM$CVXOil Prices: Crude Tops $100 a Barrel as Iran, Russia Rally BRICS Against Sanctions
U.S. crude closed above $100 a barrel Thursday, first since May; diesel hit $6 a gallon Friday, as Iran's Pezeshkian and Russia's Putin urged BRICS to deepen trade ties, per CNBC.
Sep 12, 2026
Bullish$XOM$CVXSaudi Arabia oil pipeline shutdown: drone strikes from Iraq send crude above $100 a barrel
Saudi Arabia shut its 7 million-barrel-per-day East-West pipeline after Thursday drone strikes from Iraq, as oil closed the week above $100 and up more than 8%.
Sep 12, 2026
Bullish$XOM$CVXStrait of Hormuz: Iran's Pezeshkian Defies U.S., Israel as India's Modi Urges Peace
India imports nearly 85% of its fuel needs through the Strait of Hormuz, where Iran's Pezeshkian on his first India visit rejected surrender to the U.S. and Israel.
Sep 12, 2026
Bullish$CVX$EChevron, $7 Billion Venezuela Bet: CEO Vows to More Than Double Output in Five Years
Chevron plans to more than double Venezuela oil output in five years, backing $7 billion across three projects as new U.S.-brokered deals reopen access.
Sep 12, 2026
BearishBrent Crude at $102.10 as Trump Warns Iran Over Pickaxe Mountain Activity
Brent crude futures rose 0.9% to $102.10 a barrel Thursday after Trump warned Iran over Pickaxe Mountain amid attacks near Hormuz.
Sep 11, 2026
BullishWTI crude oil tops $100 as Iran war escalation raises supply risk
WTI reached $100.88 Thursday while Brent hit $104.69; CNBC reports prolonged Iran-war risks and diesel nearing $6 per gallon.
Sep 11, 2026
Bearish$SRE$VSTSempra stock trails the Dow as $1.16 EPS beat fails to lift shares
Sempra fell 16.8% from its 52-week high after Q2 revenue missed consensus, while analysts kept a Strong Buy view and a $101.67 mean target.
Sep 10, 2026
NeutralChina Oil Imports Rebound in August as Fuel Exports Jump 29%
China imported 37.93 million tons of crude oil in August while refined-product exports rose 29% from July to 6 million tons, signaling a two-way recovery.
Sep 10, 2026