Aramco Reports Sunday Into A Hormuz War Premium
Aramco's Sunday print is no longer just an earnings event because Hormuz has made every Gulf number political.
Economy
OPEC Raises Output Even As Hormuz Strikes Cut Supply
OPEC+'s 188,000-barrel June add is real on the communique and partial in practice while Hormuz decides what can move.
A Russia-Oil Sanctions Deadline Hits May 16, In Iran's Shadow
The loud oil story is Hormuz; the quiet one is Treasury's May 16 Russia-origin crude deadline sitting inside the same price tape.
Brent Crude Holds Above $100 As War Risk Persists
Brent stayed above $100 after tanker fire, which means diplomacy has not yet beaten the sea lane.
Eurozone Energy Costs Hold The War In ECB Forecasts
The ECB cannot talk about inflation now without talking about Hormuz, oil and second-round effects.
Apple Hits A Record As Berkshire's Filing Tests Its Discipline
Apple records its higher dividend Monday, then Berkshire's 13F says whether Buffett's Apple discipline held.