Oil extends losses as a pause in U.S.-Iran hostilities raises de-escalation hopes
Oil prices dropped significantly on Tuesday, with Brent crude futures falling 2.07% to $86.53 per barrel and West Texas Intermediate down...
Energy Intelligence
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Track global energy markets, prices, equities, and macro impacts in real time.
Market Summary
WTI crude slipped 2.1% to $87.76/bbl. Brent at $91.70/bbl (-4.0%). Henry Hub nat-gas rose 21.7% to $3.273/MMBtu. Energy sector (XLE) underperformed at -1.16%.
Updated May 29, 23:41 UTCAI Signals
Oil Range-Bound
WTI in neutral zone $60–$90/bbl
WTI Crude
$87.76/bbl
-2.06%
Brent Crude
$91.7/bbl
-3.96%
Natural Gas (HH)
$3.273/MMBtu
+21.72%
Oil Market Intelligence
Live benchmarks, product prices, and major producer equities.
WTI Crude
CL=F
$87.76
$/bbl
-2.06%
Brent Crude
BZ=F
$91.7
$/bbl
-3.96%
Heating Oil
HO=F
$3.513
$/gal
-1.1%
Gasoline RBOB
RB=F
$3.047
$/gal
-1.74%
Oil Majors & Oilfield Services
XOM
$145.26
-1.16%
CVX
$182.46
-0.31%
SHEL
$84.12
+0.35%
BP
$41.87
+0.67%
COP
$113.98
-0.88%
SLB
$54.55
-1.03%
Supply & Demand Context
OPEC+ Output Target
~41.5 mb/d
Global Demand Est.
~103.5 mb/d
US SPR Level
~370M bbl
Brent-WTI Spread
$3.94
Key chokepoints: Strait of Hormuz (~21 mb/d), Suez Canal (~5 mb/d), Panama Canal (~0.9 mb/d)
Natural Gas & LNG Markets
Regional benchmarks, LNG flows, and gas-focused equities.
Natural Gas
NG=F · US Benchmark
$3.273
$/MMBtu
+21.72%
EU TTF Natural Gas
TTF · Europe Benchmark
--
EUR/MWh
via Refinitiv / ICE
JKM LNG
JKM · Asia-Pacific Benchmark
--
$/MMBtu
via Platts / ICE
Gas & LNG Equities
EQT
$54.93
-0.76%
LNG
$224.86
-2.05%
RRC
$38.95
-1.17%
Storage & Infrastructure
EU Gas Storage
~42%
US Inventory (EIA)
Watch weekly
Global LNG Capacity
~470 MTPA
US LNG Export Capacity
~14 Bcf/d
Renewable Energy & Transition
Clean energy equities, carbon markets, and global capacity trends.
Clean Energy Equities
NEE
$87.01
-0.28%
ENPH
$68.36
-1.64%
FSLR
$306.79
+1.12%
TSLA
$435.79
-1.43%
Carbon Markets
EU ETS (EUA)
~64 EUR/t
CA Cap-and-Trade
~38 USD/t
EU ETS Phase IV in effect; voluntary carbon credits market growing but fragmented.
Global Renewable Capacity
Solar
~1,800 GW
Wind
~1,050 GW
Hydro
~1,400 GW
Green H2 Pipeline
~45 GW
Index Tracking
RENIXX World
Top 30 renewables
S&P Global Clean Energy
ICLN ETF tracks
Energy Equities & ETFs
Complete sector performance — ETFs, majors, gas producers, renewables, and oilfield services.
All Energy Equities
| Symbol | Name | Category | Price | Chg % |
|---|---|---|---|---|
| XLE | Energy Select Sector ETF | etf | $56.29 | -1.16% |
| VDE | Vanguard Energy ETF | etf | $159.1 | -1.01% |
| XOM | ExxonMobil | major | $145.26 | -1.16% |
| CVX | Chevron | major | $182.46 | -0.31% |
| SHEL | Shell plc | major | $84.12 | +0.35% |
| BP | BP plc | major | $41.87 | +0.67% |
| COP | ConocoPhillips | major | $113.98 | -0.88% |
| SLB | SLB (Schlumberger) | oilfield | $54.55 | -1.03% |
| EQT | EQT Corp (Nat. Gas) | gas | $54.93 | -0.76% |
| LNG | Cheniere Energy (LNG) | gas | $224.86 | -2.05% |
| RRC | Range Resources | gas | $38.95 | -1.17% |
| NEE | NextEra Energy | renewable | $87.01 | -0.28% |
| ENPH | Enphase Energy | renewable | $68.36 | -1.64% |
| FSLR | First Solar | renewable | $306.79 | +1.12% |
| TSLA | Tesla | renewable | $435.79 | -1.43% |
Sector Heatmap
XLE
-1.16%
VDE
-1.01%
XOM
-1.16%
CVX
-0.31%
SHEL
+0.35%
BP
+0.67%
COP
-0.88%
SLB
-1.03%
EQT
-0.76%
LNG
-2.05%
RRC
-1.17%
NEE
-0.28%
ENPH
-1.64%
FSLR
+1.12%
TSLA
-1.43%
Key Energy Indices
Energy Select Sector (XLE)
$56.29
S&P Global 1200 Energy
Index
DJ Global Oil & Gas (W1ENE)
Index
Midstream (AMLP)
Pipelines & Storage
Macroeconomic & Geopolitical Layer
How energy markets connect to inflation, interest rates, GDP, and geopolitical risk.
Geopolitical Risk Factors
- Middle East tensions — Hormuz Strait transit risk remains elevated
- Russia-Ukraine — EU pipeline gas flows near zero; LNG dependence
- OPEC+ unity — Compliance and quota allocation under pressure
- China demand — Economic recovery pace uncertain
- US shale — Capital discipline holding; rig count stable
Scenario Analysis
- Geopolitical shock — Brent to $95+ if Hormuz disrupted
- Global recession — WTI could test $55 on demand destruction
- Renewable acceleration — Peak oil demand debate intensifies
- OPEC+ unwinding — Output increase could add $5-10 downside
Correlation Matrix Insights
Energy vs S&P 500
Moderate negative
Energy vs USD
Inverse
Oil vs Inflation expectations
Positive
NG vs Weather (HDD/CDD)
Strong positive
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