MarketPulse

Strait of Hormuz blockade

6 articles
BenzingaBenzinga··Stjepan Kalinic

BHP Pivots to Africa as Geopolitical Tensions Threaten Copper Market Outlook

BHP expands African copper exploration to hedge against Hormuz disruptions and China's sulfuric acid export ban, potentially offsetting Goldman Sachs' projected copper surplus.
BHPRIOCOPXsupply chain disruptionStrait of Hormuz blockade
The Motley FoolThe Motley Fool··Rich Smith

Gold Tumbles on Iran Strait Tensions; Newmont Stock Dives 4.34%

Newmont stock fell 4.34% as Trump's Hormuz blockade sparked oil-price-driven inflation concerns, pushing interest rates higher and weakening gold demand.
NEMinflationoil prices
The Motley FoolThe Motley Fool··Marc Guberti

Schwab: Asian, European Stocks Face Extended Headwinds Beyond War's End

Charles Schwab warns Asian and European equities may struggle long-term as Strait of Hormuz blockade cuts 20% of global oil, LNG supply, creating structural challenges.
SCHWSCHWpDSCHWpJlong-term investingoil prices
The Motley FoolThe Motley Fool··Marc Guberti

Hormuz Crisis Fuels Commodity Rally: Three Stocks Poised to Profit

Hormuz blockade drives oil and fertilizer prices higher, benefiting $XOM, $CF, and $EGY through supply constraints and regional advantages.
XOMCFEGYnatural gasoil prices
The Motley FoolThe Motley Fool··Lee Samaha

Hormuz Blockade Reshapes Energy Markets: Winners and Losers Across Sectors

Hormuz blockade disrupts 25% of global seaborne oil, benefiting U.S. producers, refiners with $58+ crack spreads, alternative LNG suppliers, and shipping companies.
FANGVLODVNEQNRCF+3crude oil pricesStrait of Hormuz blockade
Investing.comInvesting.com··Itai Smidt

Occidental Surges on Geopolitical Oil Premium as Middle East Tensions Persist

$OXY surges near 52-week highs as Middle East tensions push crude above $77-85/barrel. Debt reduction and 8% dividend boost support upside thesis.
XOMBRK.ABRK.BCVXOXY+3Permian Basinfree cash flow