Even if an Iran deal calms energy markets, one oil stock can still stand out

Even if an Iran deal calms energy markets, one oil stock can still stand out

Shell plc (SHEL), along with other large integrated oil companies, have benefited from higher oil prices and should warrant investor attention.

STOCK MARKET: Even if an Iran deal calms energy markets, one oil stock can still stand out

While the broader market grapples with geopolitical instability, Shell plc (SHEL), along with other large integrated oil companies, have benefited from higher oil prices and should warrant investor attention. Despite the dual blockades by both Iran and the US currently roiling the Strait of Hormuz — the most significant energy supply disruption in modern history — Shell’s integrated model and massive trading arm are positioned to thrive. Even if…

Rystad Energy: US-Iran deal would delay, not end, supply crisis

Even if a deal is struck, Rystad Energy cautions that the consequences for physical oil markets will be slower and more conditional than futures prices are currently pricing in.