Energy News
Markets, macro and movers — curated.
The Strategic Petroleum Reserve: A Temporary Fix for a Deepening Energy Crisis
An analysis of the challenges facing the US Strategic Petroleum Reserve amid a major global oil disruption and its long-term consequences.
Oil Prices Surge Past $90 Amid Geopolitical Tensions While Retail Earnings Paint a Mixed Picture
Crude oil climbs above $90 on Iran tensions while Dick's Sporting Goods and Dollar General report mixed Q4 earnings results.
The Fragile Oil Market: Strait of Hormuz Disruptions and the Limits of Strategic Reserves
Geopolitical tensions in the Middle East are rattling oil markets, and even a record strategic reserve release may not be enough to stabilize prices.
Oil Prices as the Hinge Pin of Economic Stability
Rising oil prices above $80 per barrel threaten to reignite inflation and complicate Fed policy amid tariffs and geopolitical tensions.
Crude Oil Volatility Overshadows Inflation Data and Consumer Spending Outlook
Rising crude oil prices from Middle East tensions threaten to upend steady inflation data and squeeze consumers across income levels.
How Short-Term Traders Shape Markets Amid Crude Oil Volatility
An analysis of how short-term capital flows drive rapid sector rotations while oil supply constraints and inflation data shape the broader market outlook.
The Fragile Balance of Global Energy Markets Amid Middle East Escalation
Rising Middle East tensions and a record IEA reserve release expose deep vulnerabilities across global oil, gas, and commodity markets.
Oil Market Headwinds, Oracle's Earnings Rally, and the CPI Outlook
An analysis of oil supply risks the market may be underpricing, Oracle's strong quarterly beat, and what February CPI means for equities.
Energy Volatility, AI Agents, and Earnings Season Shape Market Dynamics
Rising oil prices, the AI agent revolution led by Open Claw, and strong Oracle earnings converge to define a volatile market landscape.
Why Rising Oil Prices May Be Deflationary, Not Inflationary
Higher oil prices are widely seen as inflationary, but they may actually suppress demand and prove deflationary for an already-stretched economy.