ChinaAMC CSI Petrochemical Industry ETF

Jilin Governor Hu Yuting Meets CNPC Chairman Dai Houliang to Discuss Deepening Cooperation in Green Energy and Other Fields

Sinopec Launches Domestic 'Aipao 103' Racing Fuel Filling High-Performance Gap

CNOOC Hainan Branch Builds Largest Offshore Gas Field, Annual Oil & Gas Output Exceeds 10 Million Tonnes

Sinopec Achieves Major Breakthrough in Shale Gas Exploration in Sichuan Basin

Kunlun Tongzhou Bay Strategic New-Economy Equity Investment Fund Established, with a Capital of 1 Billion Yuan

CNOOC Boosts Offshore Output and Reopens Huizhou Steam Cracking Unit

Kunlun GONGRONG Dianhang Strategic New Fund Partnership Established

Asia-pacific Chemical Consulting Will Host the 2nd Coolant and Liquid Cooling Technology Forum

BOCI Raises PetroChina Target Price to HKD12.85 and Maintains Buy Rating

BOC International Raises Profit Forecast for CNOOC 2026-2028

HSBC Research Maintains Buy Rating and Upgrades Target Price for PetroChina H Shares

BOC International Upgrades Sinopec Stock Target Price and Adjusts Brent Oil Forecast

China Everbright Securities Publishes Report Analyzing PetroChina's Q1 2026 Earnings at New High

China Authorizes State-owned Refiners to Export 5 Million Tons of Fuel to Alleviate Supply Issues

CLSA Reports: PetroChina's First Quarter Performance Robust, Stronger Q2 Growth Expected

JPMorgan Upgrades CNOOC EPS Forecast and Maintains Rating

CLP and CNOOC Sign Memorandum to Deepen Energy Cooperation

China National Petroleum Corporation Holds Meeting to Emphasize Supply Security and External Challenges

China National Petroleum Corporation Q1 2026 Net Profit Grows Amid Revenue Decline

601857

SHEL

516570

159309

159731

561760

Oil production at Kazakhstan's Kashagan field reached 1.57 million tons in April, 6.6 mln tons year to date - NCOC consortium

Unusual Whales

PETROCHINA

TotalEnergies SE

Shell

Exxon Mobil

SPDR O&G Ex & Prd

E Fund CSI Petrochemical Industry ETF

VG Energy

China Universal CSI Oil & Gas Resources ETF

Shell plc ADRhedged

SPDR Energy Select

ISHRS S&P Glb Engy

United States Oil Fund LP

iShares US Oil & Gas Expl & Prod

Bosera CSI Oil & Gas Resources Index ETF

Invesco Great Wall CNI Oil&Gas ETF

Oil production at Kazakhstan's Kashagan field reached 1.57 million tons in April, 6.6 mln tons year to date - NCOC consortium

603353

561360

Inflation has outpaced wage growth for the first time since 2023, with real wages falling 0.2% year-over-year as of April. The disruption of oil exports due to the Iran war has led to increased fuel costs, contributing to higher prices for food, housing, and transportation. This rising inflation, coupled with a stable labor market, presents a dilemma for the Federal Reserve regarding interest rate decisions, with some analysts predicting a higher likelihood of rate hikes in 2026.

- April data indicates that real wages decreased by 0.2% year-over-year as inflation exceeded pay growth for the first time since 2023.  
- The disruption of oil exports due to the Iran war has increased fuel costs, contributing to rising prices in food, housing, and transportation.  
- The persistent inflation alongside a stable labor market presents challenges for the Federal Reserve regarding interest rate decisions, with an increased likelihood of rate hikes in 2026 suggested by some analysts.

Occidental Petroleum

HSPC

BP p.l.c.

Vanguard Short Terms Inflation Protected Securities

Us Brent Oil

VanEck Oil Services ETF

Us Natural Gas

VanEck Oil Refiners ETF

Pro Ultr Natural Gas

SPDR O&G Equip

iShares 0-5 YR Tips Bd

iShares US Oil Equip & Svcs

iShares TIPS Bd

Pro Ultr Bloomberg Crude Oil

Guotai CSI Oil & Gas Industry ETF

Vanguard Total Inflation Protd Secs ETF

First Trust Natural Gas ETF

Us 12 Mth Natural Gas

Inflation surge erases wage gains for first time since 2023

Consumer prices in the US rose 3.8% in April 2023, the fastest increase since May 2023, driven by surging energy costs due to the ongoing conflict in the Middle East. The core index, excluding food and energy, also increased by 2.8%. Higher fuel prices are impacting transportation and grocery costs, with petrol prices exceeding $4.50 per gallon. Business leaders expect inflation to average 3.7% over the next year. The Federal Reserve may reconsider interest rate cuts due to these inflationary pressures, despite previous expectations for cuts in 2026.

- In April, consumer prices in the United States increased by 3.8 percent year-over-year, the highest rate since May 2023, primarily due to rising energy costs linked to the Middle East conflict.  
- The core consumer price index, excluding food and energy, rose 2.8 percent, indicating persistent inflationary pressures affecting transportation and grocery prices.  
- Business leaders anticipate inflation at 3.7 percent over the next year, while the Federal Reserve's consideration for interest rate cuts has weakened due to the inflation increase and strong job reports.

Straitstimes

Newmont

Kinross Gold

SD-GOLD

Abrdn Precious Metals Basket ETF Trust

VanEck Gold Miners ETF

Microsectors Gold Miners 3x Leveraged ETN

Direxion Daily Gold Miners Bull 2X

Sprott JR Gold Miners ETF

Global X MLP

Pro Ultr GLD

Invesco Db Precious Metals ETF

Direxion Daily Jr Gold Miners Bull 2X

SPDR Gold Shares

EFUND GOLD MI ETF

Roundhill Gold Miners Weeklypay ETF

Abrdn Gold ETF Trust

ChinaAMC Gold ETF

EFUND GOLD MI-U

Sprott GLD Miners Etf

Alerian MLP

GLOBAL X MLP & Energy Infra

EFUND GOLD MI-R

SPDR Djia

Guggenheim DJIA Ave Div

iShares Core S&P 500

VG S&P 500

iShares Core S&P 500 UCITS ETF USD (Dist)

iShares Core S&P 500 ETF USD Acc

iShares Core S&P 500 UCITS ETF

New York Times

Inflation in US accelerates after weeks of war in Iran

563150

CHK Oil Limited has extended its memorandum of understanding with Aral Petroleum Capital LLP for an additional six months, now set to expire on 11 November 2026. This extension allows for further due diligence on oilfields and negotiations for potential cooperation. Although the exclusivity clause has lapsed and the agreement remains non-binding, it keeps the door open for a future formal agreement. Shareholders are advised that there is no guarantee of a binding deal. CHK Oil is focused on acquiring and developing oilfield assets in key regions.

Tip Ranks

Invesco Oil & Gas Services ETF

Yinhua CSI Oil & Gas Resources ETF

CHK OIL

CHK Oil Extends Aral Petroleum Cooperation Talks as Exclusivity Lapses

562900

Iran war energy shock drives interest in ethanol and other biofuels across hard-hit Asia

Barchart Option

E Fund CSI Modern Agriculture Theme ETF

Hwabao WP CSI All Share Agriculture, Animal Husbandry and Fishery Products ETF

WisdomTree, Inc.

First Trust Indxx Global Agri

Fullgoal CSI Agriculture Theme ETF

iShares MSCI Agriculture Producers ETF

VanEck Agribusiness ETF

Invesco DB Agriculture FD ETF

Iran war energy shock drives interest in ethanol and other biofuels across hard-hit Asia

159870

516020

516220

Jiangsu Lopal Tech Co. Ltd. has completed a connected capital increase in its subsidiary, Changzhou Liyuan, with a Series B investor. The payment has been made, and registration is pending. Jiangsu Lopal retains a 61.88% stake in Changzhou Liyuan, ensuring control and consolidation of financials. The company operates in the chemical and materials sector and adheres to Hong Kong listing rules, focusing on downstream industrial applications and maintaining a standard governance structure with a mix of directors.

Penghua CSI Subdivision Chemical Industry Theme ETF

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

Guotai CSI Subdivision Chemical Industry Theme ETF

LOPAL TECH

LOPAL

Jiangsu Lopal Completes Connected Capital Increase in Subsidiary Changzhou Liyuan

Republican senators are expressing skepticism about President Trump's potential request for funding the Iran war, citing a lack of a clear plan to end the conflict. They warn that additional funding may not pass unless Trump seeks formal authorization. Some GOP senators have voted with Democrats to limit Trump's war-making authority, reflecting growing public pressure against the war. The situation is complicated by the ongoing conflict and rising fuel prices, leading to calls for a clearer strategy from the administration. Senators emphasize the need for answers before approving further funding.

Thehill

GOP senators warn Iran war funding faces uphill climb

Oil prices surged due to the Iran conflict disrupting Persian Gulf shipments, leading to increased global energy costs. The April CPI rose 3.8% year-over-year, with energy contributing over 40% to the monthly increase. Consequently, market expectations have shifted, with no anticipated rate cuts in 2026 and a possibility of rate hikes if inflation persists.

F SAMSUNG OIL

F GX OIL

Hot inflation and Iran standoff rattle markets, lift oil

Saudi Aramco has reduced the price of its Arab Light crude for June by $4 a barrel, setting it at a premium of $15.5 over regional benchmarks. Despite this cut, prices remain near record highs due to ongoing disruptions in the Middle East, particularly the closure of the Strait of Hormuz. The OPEC+ alliance has agreed to increase production by 188,000 barrels a day, but analysts suggest that logistical costs may lead to higher final prices for buyers.

MorningStar

Saudi Aramco Cuts Oil Price For June From Record High in May

600028

Chinese airlines have maintained domestic fuel surcharges in May due to price controls, despite rising international fees and some flight suspensions. The lack of adjustments follows significant increases in April, with surcharges remaining below historic highs. While domestic jet fuel prices are expected to rise, Sinopec has not changed its ex-factory price this month. In contrast, international airlines are increasing surcharges, with some cutting flights due to higher costs. Overall, 19 of the top 20 global airlines have reduced their May flight schedules, reflecting the impact of rising fuel prices on demand.

ChinaAMC CSI Petrochemical Industry ETF(159731.SZ)

Oil production at Kazakhstan's Kashagan field reached 1.57 million tons in April, 6.6 mln tons year to date - NCOC consortium

Inflation surge erases wage gains for first time since 2023

Inflation in US accelerates after weeks of war in Iran

CHK Oil Extends Aral Petroleum Cooperation Talks as Exclusivity Lapses

Iran war energy shock drives interest in ethanol and other biofuels across hard-hit Asia

Jiangsu Lopal Completes Connected Capital Increase in Subsidiary Changzhou Liyuan

GOP senators warn Iran war funding faces uphill climb

Hot inflation and Iran standoff rattle markets, lift oil

Saudi Aramco Cuts Oil Price For June From Record High in May

China Holds Domestic Air Fuel Surcharges Steady While Int'l Fees Rise