Oil majors post mixed Q1 as Iran war distorts profits, product flows

The world's biggest oil companies delivered a turbulent set of first‑quarter earnings, underscoring how the war in Iran and the closure of the Strait of Hormuz have distorted both profits and physical flows.  While Shell and BP beat expectations on the back of strong trading and higher prices, ExxonMobil and Chevron reported headline profit declines, blaming “paper losses” from hedging mismatches.

Invezz • 3 hours ago

'SCORECARD': Ex-energy chief highlights importance of watching shipping numbers through Strait

Former Energy Secretary under President Donald Trump Dan Brouillette gives his outlook for the Iran war, shipping through the Strait of Hormuz and national gas prices on 'Varney & Co.

Fox Business • May 6, 2026

2 Elite Monthly Dividend Machines: Only 1 Is A Buy In 2026

Monthly dividend stocks can be fantastic passive income machines. I take a look at two of the best monthly dividend machines in the market today. I detail why one is a buy and why the other one is not.

Seeking Alpha • May 5, 2026

Best Stocks for May: CVX & MU Lead Energy & AI Semiconductor Rally

Chevron and Micron ride energy strength and AI chip demand, with strong earnings momentum and sector tailwinds positioning both stocks for May upside.

Zacks Investment Research • May 5, 2026

10-13% Yields To Supercharge Your Early Retirement

It is generally prudent to focus on stocks with single-digit yields and steady dividend growth. However, not all 10%+ yields are dangerous. I detail two double-digit yielding income machines that offer strong sustainability without blowing up your portfolio.

Seeking Alpha • May 4, 2026

Buy This ETF if You Want to Benefit From High Oil Prices Without Wild Swings

WTI crude went from $57.97 a barrel in December 2025 to over $100 today. That kind of move hands a windfall to oil producers and gives their shareholders motion sickness in roughly equal measure.

24/7 Wall Street • May 1, 2026

Trump meets with oil executives as Iran stalemate drags on, Axios reports

U.S. President Donald Trump and his ​top officials met with ‌oil and gas executives including Chevron CEO Mike ​Wirth at the ​White House on Tuesday to ⁠discuss the energy ​fallout of the Iran war ​and other topics, Axios reported on Wednesday.

Reuters • Apr 29, 2026

Should You Invest in the iShares U.S. Energy ETF (IYE)?

The iShares U.S. Energy ETF (IYE) was launched on June 12, 2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Energy - Broad segment of the equity market.

Zacks Investment Research • Apr 29, 2026

Oil majors eye resurgent Canadian energy in wake of Middle East upheaval

Canada's oil and gas producers are drawing renewed interest from global energy majors as the Middle East conflict has heightened the country's attractiveness to ​the world's biggest operators, with Shell's $16.4 billion agreement to buy ARC Resources the clearest sign of the shift.

Reuters • Apr 29, 2026

Why the UAE-Opec Rift Was Years in the Making

The United Arab Emirates' decision to quit OPEC has blindsided its partners and will dilute the cartel's ability to manage oil prices by adjusting supply. Bloomberg's Stephen Stapczynski explains how differences in the vision of the UAE and the group's de facto leader Saudi Arabia have simmered for years.

Bloomberg Markets and Finance • Apr 29, 2026