GF Fund Dow Jones U.S. Select Oil Exploration & Production Index Fund(QDII-LOF)-A(CNY)

Valero Energy Executive Eric A. Fisher Sells 7,500 Shares at $251.61/Share

Marble Harbor Increases Stake in EOG Resources as CFO and COO Sell Shares

EOG Resources Reports Strong Q1 Results, Promises 70% Free Cash Flow Return to Shareholders

ConocoPhillips: Iran Conflict Disrupts LNG Supply, Qatar Joint Venture Delay Limited to Months

FactSet Survey: 26 Analysts Raise ConocoPhillips 2026 EPS Median Estimate to $9.43

Phillips 66 Advances Permian Basin Zeus Gas Plant Project, $2-2.5B Investment for 2028 Operation

Glenfarne and ConocoPhillips Sign Precedent Agreement for North Slope Gas Sales in Alaska LNG Project

Jefferies and others reaffirm or initiate Buy ratings on Devon Energy with $63 target price

Devon Energy Exec Adam M. Vela Sells 24,342 Shares at $47.21 Per Share

FactSet Survey Shows Analysts Raise DVN 2026 EPS Median Estimate to $5.44

Argus Raises Phillips 66 Price Target to $197, Maintains Buy Rating

Berkeley Capital Partners LLC Reduces Holdings in EOG Resources Inc

US Upstream Oil and Gas M&A Reaches New High, Mitsubishi Acquires Aethon Energy for $7.6B

Devon Energy's EVP Jeffrey Ritenour Sells Company Stocks

Phillips 66 CFO Kevin J. Mitchell Sells Company Shares

QatarEnergy and Others Sign MOU with Syria to Assess Potential of Block 3

Securian Asset Management Inc. Cuts Holdings in Phillips 66

Charles A. Meloy sold 15,714 ordinary shares of Diamondback Energy

Devon Energy Shareholders Approve Key Merger Proposals

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Inflation has risen to 3.8% year-over-year as of April, driven largely by energy costs. In response, Trump has proposed a pause on the federal gas tax, though analysts predict only limited relief and potential losses in infrastructure funding. Economists warn that rising fuel prices are affecting other goods and services, likely maintaining high inflation levels through the end of the year.

iShares S&P Global Clean Energy

Trump pushes gas tax pause as inflation hits 3.8%

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Oil prices surged to $98 for WTI and over $100 for Brent following the collapse of US-Iran ceasefire talks, raising supply concerns. Asian oil importers faced record-low currencies due to rising energy costs, impacting reserves and investor confidence. Additionally, bond yields increased as markets anticipated sustained inflation from high oil prices, leading to a reduced likelihood of near-term Fed interest rate cuts.

WisdomTree Brent Crude Oil

WisdomTree Brent Crude Oil 1mth

WisdomTree WTI Crude Oil

WisdomTree Bloomberg Brent Crude Oil

Oil jumps to $98 as US-Iran ceasefire talks collapse

US stock futures fell over 1% following President Trump's blockade of the Strait of Hormuz after failed negotiations with Iran. Vice President JD Vance left Islamabad without an agreement, as Iran sought control of the strait and other demands. The blockade has increased energy prices and inflation risks, potentially delaying central bank rate cuts. The first-quarter earnings season begins this week, with major banks set to report results.

Trading Economics

US Futures Fall as Iran Talks Fail

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In March 2026, the number of new accounts opened in the A-share market reached 4.6014 million, a year-on-year increase of 50.10%. Despite increased market volatility, the Shanghai Composite Index fell by 6.51%, and the ChiNext dropped by 3.79%. Individual investors dominated account openings, with an increase of 4.5882 million accounts, while institutional investors only added 13,200 accounts. Fund flows indicate that institutions prefer to avoid risks, with over 60 billion yuan flowing out of equity products. The oil and gas sector performed outstandingly, with significant gains in related ETFs, while other popular sectors experienced corrections

腾讯新闻 - 财经

China Southern Crude Oil Fund-A

ChiNext

E Fund GEM ETF

SSE Index

4.6 million new stock investors encounter "late spring chill": individuals buy more as prices fall, while institutions retreat cautiously

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This macro in-depth report from Changjiang Securities analyzes the impact of six Middle East conflicts over the past half-century on oil prices, inflation, and market trading logic. The report points out that oil price volatility is closely related to actual supply disruptions and their recovery capabilities. Historically, the oil crises of the 1970s led to sharp oil price increases, while subsequent conflicts had relatively smaller impacts. The 2022 Russia-Ukraine conflict exacerbated high inflation, reinforcing tightening logic. The report also quantifies the impact of supply shocks on oil prices, emphasizing that "supply disruption" is the key factor determining oil price fluctuations

- The report analyzes the historical relationship between geopolitical conflicts and oil prices, emphasizing that price surges depend more on supply disruptions than on the intensity of warfare.  
- It highlights that while past conflicts like the 1970s oil crises caused significant price spikes due to severe supply cutbacks, more recent conflicts, including the Iraq war and the Russia-Ukraine conflict, had milder impacts due to quicker supply adjustments.  
- The analysis suggests that without substantial supply gaps, market reactions tend to be driven by sentiment, often reversing once actual supply remains unaffected.

Wallstreetcn

E Fund Crude Oil Fund(QDII)-A(CNY)

HSPC

Huaan CNI Oil&Gas ETF

SPDR O&G Ex & Prd

iShares US Oil & Gas Expl & Prod

Harvest Crude Oil Fund(QDII-LOF)

Harvest S&P Oil & Gas Exploration & Production Select Industry ETF(QDII)

Us Brent Oil

Pro Ultr Bloomberg Crude Oil

Pro Ultrshrt Crude Oil

Occidental Petroleum

ISHRS S&P Glb Engy

SPDR Energy Select

BP p.l.c.

VanEck Oil Refiners ETF

United States Oil Fund LP

VG Energy

iShares US Oil Equip & Svcs

SPDR O&G Equip

VanEck Oil Services ETF

Fifty Years of Oil Crises: How Six Middle East Conflicts Reshaped Oil Prices, Inflation, and Market Trading Logic

In March 2026, the A-share market showed a mixed performance, with the Shanghai Composite Index falling by 6.51%, while the ChiNext experienced a smaller decline. The oil and gas sector performed outstandingly, with the S&P Oil & Gas ETF managed by Harvest rising by 36.28%, becoming the market leader. The overall ETF market saw a net inflow of 2.112 billion yuan, but stock ETFs experienced a net outflow of over 60 billion yuan. A report from GF Securities pointed out that rising oil prices will accelerate nominal price increases, and the liquidity environment may become tighter, suggesting attention to large settlement banks

ETF Monthly Review (March 2026): Oil and Gas Lead the Way, Bottom-fishing Funds in Hong Kong Stocks Begin to Exit

America is worried about $5 gas. The average U.S. household spends $2,500 a year on gasoline, according to the...

18 cities with gas prices over $5

Asian stocks rose following optimism about tanker passage through the Strait of Hormuz, boosting Wall Street indices. The MSCI Asia Pacific Index increased by 0.8%. Oil prices rebounded, with Brent crude reaching $102 a barrel. Concerns over inflation persist as central banks prepare for meetings amid ongoing geopolitical tensions. The S&P 500 had its best day since February, driven by tech shares. The yen approaches 160 per dollar, reflecting energy import reliance, while bond yields fell ahead of the Federal Reserve's rate decision. Central bank responses to the crisis are anticipated this week.

Money Control

F GX OIL

iShares Expanded Tech Software Sector ETF

F SAMSUNG OIL

iShares MSCI All Country Asia Ex Japan

SPDR S&P Em Asia

iShares MSCI EM Market Asia

Asian stocks follow Wall Street higher, oil gains

Asian markets mostly declined as the Middle East conflict escalated, causing oil prices to surge. WTI crude futures exceeded $99 per barrel, influenced by U.S. military actions near Iran's oil export hub. Japan's Nikkei fell 0.68%, while China's Shanghai Composite dropped 0.34%. Hong Kong's index rose 1.25%, and India's Sensex decreased by 0.36%. Investor sentiment remains fragile, with significant foreign portfolio withdrawals from Indian equities. The Australian market also faced losses amid global growth concerns, while U.S. stock futures showed slight gains as tensions and oil prices continued to rise.

businessinsider

Asia markets mostly lower as Middle East conflict enters third week; oil spikes on supply fears

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The conflict between the U.S. and Iran continues to escalate, with market expectations that high oil prices will reshape the global asset pricing logic. High oil prices may suppress the valuations of technology stocks while activating investments in energy and resource sectors. The A-share market has already shown a flow of funds towards sectors such as electricity, coal chemical, and new energy. The U.S. is increasing its military presence in the Middle East, while Iran is considering allowing tankers to pass through the Strait of Hormuz with settlements in RMB. Macroeconomists point out that although the U.S.-Israel alliance initially gained military advantages, it has failed to achieve its core objectives, and the direction of the war is influenced by multiple strategic games

ChinaAMC CSI Petrochemical Industry ETF

China Universal CSI Oil & Gas Resources ETF

Guotai CSI Oil & Gas Industry ETF

Bosera CSI Oil & Gas Resources Index ETF

Invesco Oil & Gas Services ETF

Latest developments in the US-Iran conflict! What will long-term high oil prices bring? What major events to watch for next week?

GF Fund Dow Jones U.S. Select Oil Exploration & Production Index Fund(QDII-LOF)-A(CNY)(162719.SZ)