MarketPulse

Iran war

27 articles
BenzingaBenzinga··Erica Kollmann

Oil Surge to $100+ Reshapes Airline Economics: 2026 Earnings Under Pressure

Oil prices above $100/barrel amid Iran tensions hammered airline stocks 15-20%, threatening 2026 earnings as fuel hedges expire and carriers face margin compression.
DALUALAALLUVJETS+1oil pricesgeopolitical risk
The Motley FoolThe Motley Fool··Eric Volkman

Ur-Energy Surges 12% on Extended Mine Life and Cash Flow Boost

$URG rises 12% on Lost Creek mine extending to 2039 and 45% cash flow boost, despite declining sales and deeper losses.
URGnuclear powerenergy stocks
The Motley FoolThe Motley Fool··Matt Dilallo

Energy Transfer Positioned as Winner as U.S. Taps Strategic Petroleum Reserve

U.S. releases 172M barrels from Strategic Petroleum Reserve amid Iran tensions. Energy Transfer's Gulf Coast infrastructure positioned to handle flows and replenishment.
ETETpIenergy sectorpipeline infrastructure
BenzingaBenzinga··Piero Cingari

Oil Refiner Boom: Iran Tensions Unlock Historic Margins for U.S. Refiners

Iran tensions drive U.S. oil refiner crack spreads to $40/barrel, potentially unlocking $240B annual margins. Five major independents poised for windfall profits.
DINOVLOMPCPSXPBF+1crude oilcrack spread
Investing.comInvesting.com··Nathan Reiff

Airline Stocks Crater as Iran Conflict Roils Travel Demand and Fuel Costs

Delta and American Airlines stocks plummet 22-27% amid Iran tensions, soaring jet fuel prices, and weakening travel demand across the sector.
DALUALAALoil pricesgeopolitical risk
The Motley FoolThe Motley Fool··Jeremy Bowman

Oil Spike, Geopolitical Crisis Hammer Travel Giants Carnival and American Airlines

Oil prices surge 22% amid Middle East tensions, forcing Carnival to cancel Gulf cruises and American Airlines to suspend Dubai flights amid soaring fuel costs.
CCLAALoil pricesgeopolitical tensions
The Motley FoolThe Motley Fool··Jeremy Bowman

Eisman's Steady Hand: Why Top Investor Isn't Budging on Iran Crisis

Top investor Steve Eisman maintains portfolio unchanged amid Iran tensions, exemplifying disciplined investing approach favoring fundamental analysis over geopolitical reactions.
ESLTITAoil pricesinvestment strategy