VanEck Oil Services ETF

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Valaris Ltd Faces Operational Restrictions Due to Business Combination Agreement

Valaris released FY2025 Annual Earnings on February 20 After-Market (EST), Actual Revenue USD 2.369 B (Forecast USD 2.332 B), Actual EPS USD 13.86 (Forecast USD 4.2303)

Transocean released FY2025 annual earnings on February 20 After-Market EST, actual revenue USD 3.965 B (forecast USD 3.956 B), actual EPS USD -3.04 (forecast USD -2.9455)

Transocean released FY2025 Q4 earnings on February 20 After-Market EST, actual revenue USD 1.043 B (forecast USD 1.036 B), actual EPS USD 0.0217 (forecast USD 0.0743)

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QUARTZSEA ACQUISITION CORP ORD USD0.0001 (18/02/2030) (S/R)

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Weatherford International (NASDAQ:WFRD) Upgraded by Wall Street Zen to Strong-Buy Rating

WFRD

Wall Street Zen upgraded Weatherford International (NASDAQ:WFRD) from a "buy" to a "strong-buy" rating. Citigroup raised its price target from $93 to $115, while Piper Sandler increased theirs from $80 to $95. Zacks downgraded the stock from "strong-buy" to "hold". Weatherford's stock opened at $90.80, with a market cap of $6.51 billion and a PE ratio of 15.31. The company reported $1.91 EPS for the last quarter, exceeding estimates. Institutional investors hold 97.23% of the stock, indicating strong interest in the company.

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Israel has announced plans to escalate actions following an attack on Iranian oil facilities. An Israeli minister indicated preparations for further measures in response to the incident, highlighting the ongoing tensions between the two nations. While specific details were not disclosed, the minister stressed the importance of vigilance. This announcement occurs amid heightened geopolitical tensions in the region, with both countries frequently clashing over various issues. The situation remains fluid, with further developments expected as both sides navigate this complex landscape.

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Israel Plans Further Escalation After Attacking Iranian Oil Facilities

UAE, Kuwait Reduce Oil Production Amid Strait of Hormuz Closure

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UAE, Kuwait Reduce Oil Production Amid Strait of Hormuz Closure

The U.S. is a net petroleum exporter and productivity is improving, but the bigger risk is stubborn inflation.

Why the oil shock probably won’t derail the economy. And one way it might.

Israel has intensified its strikes on Iranian oil facilities, with reports of damage to five sites. President Trump criticized UK Prime Minister Keir Starmer for not supporting the US-Israel actions, stating the UK is trying to join a war already won by the US. The UK government defended its decision not to participate in the strikes, while Starmer approved the use of UK bases for defensive actions. Concerns have been raised about the potential impact of the conflict on global energy prices and inflation, with warnings from regional figures about economic repercussions.

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Israel expands strikes on Iranian oil as Trump hits out at Starmer

INDA

Indian refiners are negotiating for additional crude oil supplies from the US, Russia, and West Africa due to ongoing conflicts in West Asia. With 88% of its crude oil imported, India is diversifying sources as tensions escalate, particularly affecting tanker movements through the Strait of Hormuz. The US has issued a waiver allowing the sale of sanctioned Russian oil, enabling Indian companies to resume purchases. However, analysts warn that rising crude prices and increased shipping costs could worsen India's import bill and current account deficit, impacting the economy.

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India taps alternative crude oil supplies as West Asia conflict drags on

Gamco Investors INC. ET AL reduced its stake in Halliburton Company (NYSE:HAL) by 16.0% in Q3, now holding 539,729 shares valued at $13.3 million. Other institutional investors have also adjusted their positions, with significant increases from Strive Asset Management and AQR Capital Management. Insider selling included EVP Lawrence J. Pope selling 100,000 shares. Analyst ratings for Halliburton are generally positive, with a moderate buy average rating and a price target of $35.38. Halliburton shares opened at $34.11, with a market cap of $28.57 billion.

Halliburton

Halliburton Company $HAL Shares Sold by Gamco Investors INC. ET AL

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Stifel analysts indicate that the Middle East is experiencing increased volatility due to U.S. and Israeli strikes on Iran, leading to the closure of the Strait of Hormuz, which handles over 25% of global oil. This has caused Brent crude prices to surge by 14% and European natural gas by 70%. A prolonged blockade could push oil prices to $100 per barrel, favoring value stocks over growth. The situation is tightening financial conditions, compressing P/E ratios, and increasing inflation, impacting discretionary spending and shifting investment focus towards Energy and Utilities sectors.

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Stifel: Middle East ’volatile phase’ to drive bid for value over growth

A classified U.S. National Intelligence Council report indicates that a large-scale American-led military assault is "unlikely" to overthrow the Iranian government, contradicting the Trump administration's claims of a swift resolution. The report, finalized after recent U.S.-Israeli strikes, suggests Iran's state apparatus remains resilient and that opposition groups are unlikely to take control. This raises concerns about prolonged conflict affecting global energy supplies, particularly in the Strait of Hormuz, and may impact U.S. strategy moving forward.

Classified report: Large-scale U.S. assault ‘unlikely’ to topple Tehran

EPHE

Jefferies analysts warn that the "higher-for-longer" oil price environment will pressure ASEAN economies, particularly Thailand and the Philippines, due to their reliance on energy imports. Rising geopolitical tensions threaten to widen trade deficits and intensify inflation. The Philippines is most vulnerable, while Malaysia is better positioned due to its net exporter status. Central banks may need to adopt restrictive monetary policies to combat imported inflation, potentially dampening domestic consumption. Investors are advised to be cautious in energy-sensitive sectors and favor markets with stronger fiscal defenses against energy volatility.

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ISHRS MSCI Thailand Capped

Philippines and Thailand most vulnerable to oil-led inflation, Jefferies says

Dimensional Fund Advisors LP reduced its stake in Halliburton Company (NYSE:HAL) by 4.3% in Q3, now holding 8,364,523 shares valued at approximately $205.79 million. Other institutional investors have also adjusted their positions, with significant increases from MIRAE ASSET GLOBAL and Woodline Partners. Halliburton's stock has received mixed ratings from analysts, with a consensus target price of $35.38. The company reported earnings of $0.69 per share, exceeding estimates, and announced a quarterly dividend of $0.17, payable on March 25.

Halliburton Company $HAL Shares Sold by Dimensional Fund Advisors LP

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Black Swift Group LLC reduced its stake in Energy Transfer LP by 58% in Q3, holding 77,950 shares valued at $1.34 million. Other institutional investors also adjusted their positions. Analysts have mixed ratings on Energy Transfer, with Barclays maintaining an "overweight" rating but lowering the target price to $22.00. The stock opened at $18.73, with a market cap of $64.44 billion. Energy Transfer reported Q4 earnings of $0.25 per share, missing estimates, but revenue increased by 29.6% year-over-year. The company also announced a quarterly dividend.

Energy Transfer LP

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Black Swift Group LLC Lowers Stock Position in Energy Transfer LP $ET

According to information from relevant pages, the probability of crude oil exceeding $100 by the end of March has reached 90% on Polymarket. According to BlockBeats, the likelihood of oil prices surpassing $110 has also increased to 74%.

Invesco DB Multi Sector Comm TR Oil Fd ETF

Polymarket Predicts High Probability of Oil Surpassing $100 by March End

An inflation shock from a potential US-Israel attack on Iran could jeopardize the fragile global economic recovery anticipated for this year. Rising oil and gas prices, despite assurances from Donald Trump regarding tanker safety in the Strait of Hormuz, have raised concerns among central bankers and economists. They warn that a prolonged conflict may lead to increased retail prices globally.

Why an Iran war inflation shock could wreck global economic recovery

Northern Oil and Gas, Inc. (NYSE:NOG) has received an average rating of "Hold" from nine analysts. The stock has one sell rating, four hold ratings, three buy ratings, and one strong buy rating. The average price target is $29.57. Recent target price adjustments include Royal Bank of Canada lowering it to $30, while Piper Sandler raised it to $27. The company reported $0.83 EPS, exceeding estimates, and declared a quarterly dividend of $0.45. Institutional investors hold 98.80% of the stock.

Northern Oil & Gas

Northern Oil and Gas, Inc. (NYSE:NOG) Given Average Rating of "Hold" by Brokerages

The upcoming week will focus on US inflation and UK GDP data, crucial amid the ongoing Middle East conflict. Analysts will closely monitor US inflation figures for insights into consumer spending and monetary policy adjustments. The UK GDP release will provide a snapshot of economic health and growth prospects. These indicators are vital for policymakers and investors navigating global uncertainties, as the Middle East situation continues to impact oil prices and international trade. Overall, this week is pivotal for economic analysis in light of geopolitical tensions.

US Inflation and UK GDP Under Scrutiny Amid Middle East Conflict

you should ask trump first why he started war

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The Iranian regime now is targeting innocent oil tankers. Why can't these people come to their senses? The whole world is taken hostage by these radicals that don't deserve to walk on the face of the Earth!

MongoDB

Tradr 2X Long MDB Daily ETF

U.S. stock index futures fell sharply, with the Nasdaq down 2.3%, as investors reacted to escalating tensions in the Middle East and their potential impact on inflation. Tehran's threats regarding the Strait of Hormuz have raised oil prices, affecting industries reliant on crude. Technology stocks also suffered, with MongoDB shares plummeting 27% after a disappointing profit forecast. The market is awaiting signals from the Federal Reserve amid uncertainty over interest rate cuts, while safe-haven assets declined due to a stronger dollar.

- U.S. stock index futures show significant declines, with the Nasdaq down 2.32%, amid concerns over rising oil prices and geopolitical tensions following U.S. and Israeli strikes on Iran.  
- Tehran's threats to close the Strait of Hormuz have escalated global shipping costs and increased crude prices, impacting industries such as airlines and travel.  
- Investors anticipate signals from the Fed regarding interest rate cuts, while MongoDB shares plummet 27% after disappointing profit forecasts.

Reuters

US STOCKS-Wall St futures slide as Middle East conflict stokes inflation worries

VanEck Oil Services ETF(OIH.US)

Weatherford International (NASDAQ:WFRD) Upgraded by Wall Street Zen to Strong-Buy Rating

Israel Plans Further Escalation After Attacking Iranian Oil Facilities

UAE, Kuwait Reduce Oil Production Amid Strait of Hormuz Closure

Why the oil shock probably won’t derail the economy. And one way it might.

Israel expands strikes on Iranian oil as Trump hits out at Starmer