Speculation on rising oil prices in the short term.
And why $CVX (-2,05%) and not $XOM (-3,21%) ? Chevron jumped back above the 200 day line today.
22 leverage.
Exxon Mobil
Azione
Azione
ISIN: US30231G1022
Ticker: XOM
US30231G1022
XOM
Price
Discussione su XOM
Messaggi
102
1Settimana·
Impact of Iran Closing the Strait of Hormuz on Global Markets
Impact of Iran Closing the Strait of Hormuz on Global Markets
The Strait of Hormuz is one of the most important oil transit routes in the world. About 20% of global oil supply passes through this narrow waterway. If Iran decides to close it, oil prices could skyrocket above $200 per barrel, according to Macquarie Commodities Strategy Head Marcus Garvey. While this is not the expected scenario, even a temporary disruption could cause major economic consequences.
Who Benefits?
Companies involved in oil production and energy supply would likely see higher profits due to rising oil prices. Some stocks that could benefit include:
- Exxon Mobil (XOM) and Chevron (CVX) in the U.S.
- Shell (SHEL) and BP (BP) in Europe
- Oilfield service providers like Schlumberger (SLB) and Halliburton (HAL), which support drilling operations
Who Suffers?
Industries that rely on oil for production and transportation would struggle with higher costs. Some of the most affected sectors include:
- Airlines (Delta Air Lines, United Airlines, Lufthansa)
- Automakers (Volkswagen, Ford, Tesla)
- Shipping companies (Maersk, FedEx, UPS)
- Chemical producers (BASF, Dow Inc.)
Likelihood of Closure
Iran has threatened to close the Strait of Hormuz multiple times, but it has never fully blocked it. The last major disruption occurred during the Iran-Iraq War (1980-1988), when both sides attacked oil tankers. More recently, in 2019, ships were attacked near the strait, raising concerns about security. Experts believe a full closure is unlikely, as it would also hurt Iran’s economy and provoke military retaliation.
Conclusion
If Iran closes the Strait of Hormuz, oil prices would surge, benefiting energy companies while hurting industries dependent on oil. However, history suggests that a full blockade is not likely, though tensions in the region remain high. Investors should watch oil markets closely as geopolitical risks evolve.
$XOM (-3,21%)
$CVX (-2,05%)
$SHEL (-2%)
$BP. (-3,18%)
$LHA (+0,31%)
$VOW (+0,9%)
$MAERSK A (+1,79%)
$TSLA (+7,54%)
1Settimana·
Iran Israel geopolitical tensions
$OXY (-4,27%)
$OD7F
$OOEA
$XOM (-3,21%)
$BRNT (-8,71%)
$SLB (-6,43%)
$COP (-4,04%)
$WENS (-2,92%)
$EXH1 (-1,99%)
$SHEL (-2%)
$PETR4 (-4,06%)
The tensions will be resolved quickly. High oil prices harm American consumers. Trump wants to prevent that. He also wants to conclude an agreement with China. China imports a lot of oil from Iran, which will hurt them. The same applies to India, with which Trump also wants to conclude an agreement.
Trump is pro-Israel and wants to help Israel achieve its military goals. However, he will not give Israel much time to do so. It will either be over as quickly as the Six-Day War or after two weeks at the latest, enforced by Trump.
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9 Commenti
1Settimana
And we have seen what influence DT has on conflict resolution! Russia/Ukraine, Israel's genocide in Palestine, etc. If you find irony, you can keep it!
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3Settimana·
Oil price analysis
Price decline
OPEC+ countries
Brent futures curve
Oil supply
Kazakhstan
tariff war
Price target
Link: https://shorturl.at/asfT7
$SHEL (-2%)
$TTE (-1,97%)
$CVX (-2,05%)
$XOM (-3,21%)
$BP. (-3,18%)
$OXY (-4,27%)
$SLB (-6,43%)
$2222
$ENI (-1,85%)
shorturl.atAttention Required! | Cloudflare
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3 Commenti3Settimana
The link is about derivatives on the oil price. But I see another good trading opportunity. Because contrary to the assumption in the article that they want to hit countries like Kazakhstan and Iran, I see a completely different target. That is the US fracking industry. The USA is now the largest single producer in the world due to the immense investments in this sector. 13.5 million barrels per day. This is a thorn in OPEC's side, as it jeopardizes OPEC's supremacy. So they are trying to use the oversupply to push prices so low that the business is not worthwhile for the fracking companies. Donald Trump is satisfied with expensive Arab investments in other areas and has long since deviated from his drill baby drill actions. He knows full well that US citizens are more enthusiastic about falling energy prices, regardless of what causes them. It could therefore be interesting to bet on falling prices for US fracking companies.
Yesterday, OPEC announced a further increase in production quotas of over 400,000 barrels/day from July 1.
Yesterday, OPEC announced a further increase in production quotas of over 400,000 barrels/day from July 1.
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1Mes·
New weekly update with 2 purchases
www.youtube.comShell & JGPI etf gekocht / Wekelijkse Update / Ontvangen dividend / Koersdoelen
11
8 Commenti1Mes
Hi your portfolio is very similar to life of dividend of Paul.
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•1Mes·
Today i invested in Shell
Today I invested in $SHEL (-2%) .
Bought 10 shares at an average price of €28.775 per share including transaction costs.
In total I now own 125 shares, this gives me +- €161 per year in dividend
#shell
#invest
#investing
#dividend
#dividends
#dividende
#stocks
$BP. (-3,18%)
$CVX (-2,05%)
$SHEL (-2%)
$TTE (-1,97%)
$XOM (-3,21%)
88
1Mes·
Exxon Mobil Q1'25 Earnings Highlights
🔹 Adj EPS: $1.76 (Est. $1.76) 🟡
🔹 Total Revenue & Other Income: $83.13 B (Est. $81.35 B) 🟢
🔹 Cash Flow from Operations: $13.0 B; Free Cash Flow: $8.8 B
🔹 Shareholder Distributions: $9.1 B ($4.3 B dividends + $4.8 B buybacks)
🔹 Net-Debt-to-Capital: 7 % (down 5 pp YoY)
Guidance / Capital
🔹 FY-25 Net Cash Capex: $27 B – $29 B (re-affirmed)
🔹 Annual Share-Repurchase Program: up to $20 B/yr through 2026
Segment Performance
Upstream
🔹 Earnings: $6.76 B; + $1.10 B YoY
🔹 Production: 4,551 koe b/d (Est. 4,609) 🔴; +20 % YoY (Permian + Guyana growth, Pioneer deal)
Energy Products (Refining & Fuels)
🔹 Earnings: $827 M; –40 % YoY on weaker industry margins
🔹 Refinery Throughput: 3,810 kbd (Est. 3,837) 🔴
Chemical Products
🔹 Earnings: $273 M; –65 % YoY on lower margins & start-up costs
🔹 Chemical Sales: 4.78 Mt
Specialty Products
🔹 Earnings: $655 M; –14 % YoY; resilient high-value lubes & additives mix
Operational & Strategic Updates
🔸 Started up China Chemical Complex (1.7 Mt/yr PE, 850 kt/yr PP) ahead of schedule & under budget.
🔸 Second advanced-recycling unit (Baytown) online; doubles plastic-waste processing to 80 M lb/yr.
🔸 Ten “advantaged” projects slated for 2025 start-up, expected to add >$3 B earnings by 2026 at constant prices.
🔸 Cumulative structural cost savings vs 2019 now $12.7 B; targeting $18 B by 2030.
Management Commentary
🔸 CEO Darren Woods: “Our eight-year transformation leaves us built for any environment. Advantaged growth volumes, disciplined capital, and $13 B quarterly operating cash show we’re on track to deliver through 2030 and beyond.”
88
1Mes·
Weekly & Monthly update
Weekly & Monthly update.
Friday I will buy $SHEL (-2%) depending on the price action. If the price action of $SHEL (-2%) is positive I will buy the Jgpi etf.
#dividend
#dividends
#dividende
#investing
#etfs
#etf
$SHEL (-2%)
$BP. (-3,18%)
$CVX (-2,05%)
$XOM (-3,21%)
$TTE (-1,97%)
www.youtube.comWekelijkse & Maand update / Shell of JGPI ??? / Nieuwe week & koersdoelen
55
1Mes·
Telecommunications providers raise prices due to Trump tariffs | Elon Musk reduces role at Doge after Tesla problems
Telecommunications providers raise prices due to Trump tariffsThe major smartphone providers Verizon $VZ (+0,74%), AT&T $T (+0,93%) and T-Mobile $XOM (-3,21%) are facing a possible price increase in connection with the tariffs imposed by President Trump. Initially, the smartphone industry seemed to be spared from these tariffs, but the current exemption could soon end. Experts are analyzing that the price of the iPhone 15 could rise from the current 699 euros to 839 euros. Verizon CEO Hans Vestberg made it clear that these high tariffs cannot be borne by the companies and will ultimately burden consumers. AT&T CEO John Stankey also emphasized that the costs must be passed on to end customers. T-Mobile CEO Mike Sievert added that the uncertainty surrounding the tariffs is having a major impact on providers' pricing and that an adjustment may be necessary in order to overcome the economic challenges.
Elon Musk reduces role at Doge after Tesla issuesElon Musk has announced that he is stepping down from his role in the Trump administration team Doge. This decision comes at a time when Tesla is facing $TSLA (+7,54%) is struggling with a drastic 71% drop in profits. President Trump confirmed that Musk's withdrawal was planned and assured that Tesla will continue to receive support after his departure. While Musk has not revealed full details about his retirement, the length of time he has been a "special government employee" (SGE) could play a role. In light of the protests against Tesla and the associated financial challenges, Musk plans to spend less time at Doge in order to return his focus to the problems at Tesla. Despite the challenges and uncertainties, Tesla's share price still rose after Musk's announcement, showing that investors are hoping he will return to his roots.
Sources:
https://www.bbc.com/news/articles/c1dr6k6rvl7o
22
2Mes·
Step back
I don't see it clearly I sell with losses$UNH (-1,13%) ... with the fall of oil I will rotate to pretolers with low PERs and focus on dividends $FANG (-5,5%)
$REP (-1,01%)
$CNQ (-4,43%)
$XOM (-3,21%)
$CVX (-2,05%) If things get ugly even with a recession, I think it can protect oil🫤🛢️
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