CFOs plan for $100 oil as Hormuz closure persists
Executives and traders see about a 2-week window to reopen the Strait of Hormuz before oil jumps again and companies plan for months of disruption.
3 min read
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CFOs plan for $100 oil as Hormuz closure persists
Executives and traders see about a 2-week window to reopen the Strait of Hormuz before oil jumps again and companies plan for months of disruption.
3 min read
Markets
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Trump’s Iran deadline triggers 5% drops in Nikkei and Kospi
Investors sold Asian stocks after Trump warned Iran to reopen the Strait of Hormuz in 48 hours, raising fears of strikes on Gulf energy and water systems.
2 min read
Oil spike rattles markets; Brent at $112 and 10-year yield at 4.39%
US stocks and bonds fell as Brent oil settled at $112.19 and the 10-year Treasury yield rose to 4.39%, while gold slid more than 10% for the week.
3 min read
Iran war: markets signal inflation fears, not a safe-haven rush
Brent crude settled at $112.19 a barrel, the 10-year Treasury yield hit 4.39% and the S&P 500 fell 1.51% as markets weighed oil-driven inflation.
2 min read
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Sector Transformation
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The Future of Energy: From hydrocarbons to nuclear resurgence
This analysis explores the transition from hydrocarbons to nuclear energy while highlighting core drivers and investor relevant tradeoffs for capital allocation.
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The Future of Energy: From hydrocarbons to nuclear resurgence
This analysis explores the transition from hydrocarbons to nuclear energy while highlighting core drivers and investor relevant tradeoffs for capital allocation.
3 min read
Historical Analysis
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