Escalating US-Iran tensions have pushed Brent oil above $100, raising inflation risks. Elevated oil and refined product prices are likely to drive CPI higher, pressuring both bond and equity markets.
Energy remains my top sector for 2026, with structural underweighting in the S&P 500 and compelling long-term rotation potential. Oil market dynamics are complex: inventory drawdowns, geopolitical ris
Canadian Natural Resources NYSE: CNQ reported record second-quarter production, adjusted earnings and adjusted funds flow, supported by strong oil sands performance, higher output from acquired assets

Vaalco Energy is ramping up production as the Etame drilling campaign concludes and a new joint venture with Canadian Natural Resources begins. Recent Gabon drilling results have exceeded expectations