|
|
|
|
|
|
|
|
|
|
|
09.04.26 - 00:54
|
Exxon Warns Of $6.5 Billion Hit From Iran War As Q1 Earnings Set To Print Slightly Below Consensus (ZeroHedge)
|
|
|
Exxon Warns Of $6.5 Billion Hit From Iran War As Q1 Earnings Set To Print Slightly Below Consensus
In an early clue how the Iran war will impact energy earnings, ExxonMobil warned of a $6.5bn hit to Q1 earnings from the Iran war but said the bulk of this was the result of unfavorable timing for its accounting of hedging contracts, which would be offset as underlying transactions were eventually completed. The US supermajor also said that global oil and gas production would be 6% lower in the first three months of the year than in the fourth quarter of 2025 because of attacks on facilities in Qatar and the United Arab Emirates in which it holds ownership stakes.
According to Exxon's 8K filed this morning, Goldman calculated that the company's adjusted EPS at the mid-point came in at ~$1.80 vs. consensus closer to $1.90 and Q4 levels closer to $1.71. As shown in the chart below, there was sequential improvement in Upstream driven by higher liquids prices, sequential declines in Downstream due...
|
|
|
09.04.26 - 00:54
|
Sen. Graham Urges Congressional Iran Vote...On Approving Peace, Not War (ZeroHedge)
|
|
|
Sen. Graham Urges Congressional Iran Vote...On Approving Peace, Not War
This is definitely in you really can't make this up(!) territory... Sen. Lindsey Graham is actually calling for a Congressional vote, but not concerning a War Powers Resolution.
Instead, he has called for Congress to review and vote on any diplomatic agreement ending the war with what he described as the "Iranian terrorist regime." That's right, the NeoCon senator from South Carolina only wants a Congressional vote on whether peace should be approved. He has remained opposed to a War Powers vote.
In a series of posts on X, Graham stated that he supports a diplomatic outcome but insists any deal with Iran must undergo congressional scrutiny to ensure it aligns with his own Israel's US national security interests.
"Like everyone, I hope we can end the reign of terror of the Iranian regime through diplomacy," he wrote Tuesday night, and said that any agreement needs Congress "for a vote, l...
|
|
|
09.04.26 - 00:54
|
Trump Mulls Punishing NATO Allies By Pulling US Troops Over Lack Of Iran Help (ZeroHedge)
|
|
|
Trump Mulls Punishing NATO Allies By Pulling US Troops Over Lack Of Iran Help
The Trump White House is mulling ways to 'punish' NATO allies for not stepping up to support the US Iran campaign, and for staying on the sidelines after Trump's repeat appeals to create a coalition to reopen the Strait of Hormuz.
This could include pulling protective American forces, and US military hardware, from NATO partner countries. It would impact "certain" countries, reports say.
US Army file image
The Wall Street Journal writes in a fresh Wednesday report, "The proposal would involve moving U.S. troops out of North Atlantic Treaty Organization member countries deemed unhelpful to the Iran war effort and station them in countries that were more supportive of the U.S. military campaign. The proposal would fall far short of President Trump's recent threats to fully withdraw the U.S. from the alliance, which by law he can't do without Congress."
According to more, "The plan, which...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09.04.26 - 00:01
|
Questions surround Strait of Hormuz opening as Iran contradicts US (The Hill)
|
|
|
Conflicting messages from U.S. and Iranian officials about the status of the Strait of Hormuz are raising questions about what's actually happening with the key oil shipping lane. The waterway has been largely closed since American and Israeli attacks on Iran began nearly six weeks ago. President Trump has said that access to the strait,......
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
