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These stocks are best positioned among oil majors amid Iran war

Thu, 12 Mar 2026 21:00:00 -0400

Investing.com -- These three companies appear best positioned among major oil companies as the conflict involving Iran disrupts parts of the Middle East energy market, Piper Sandler said.

Chevron (NYSE: CVX), BP plc (NYSE: BP) and ConocoPhillips (NYSE: COP) are best positioned as higher oil and gas prices are lifting cash flow across the sector, while operational disruptions have so far been limited to a few assets.

Based on current commodity forward curves, Piper estimates Chevron could see the largest net cash flow benefit, followed by BP and ConocoPhillips.

The analysis comes as uncertainty remains around shipping through the Strait of

These stocks are best positioned among oil majors amid Iran war

Thu, 12 Mar 2026 21:00:00 -0400

Investing.com -- These three companies appear best positioned among major oil companies as the conflict involving Iran disrupts parts of the Middle East energy market, Piper Sandler said.

The analysis comes as uncertainty remains around shipping through the Strait of

These stocks are best positioned among oil majors amid Iran war

Thu, 12 Mar 2026 21:00:00 -0400

Investing.com -- These three companies appear best positioned among major oil companies as the conflict involving Iran disrupts parts of the Middle East energy market, Piper Sandler said.

The analysis comes as uncertainty remains around shipping through the Strait of

These stocks are best positioned among oil majors amid Iran war

Thu, 12 Mar 2026 21:00:00 -0400

Investing.com -- These three companies appear best positioned among major oil companies as the conflict involving Iran disrupts parts of the Middle East energy market, Piper Sandler said.

The analysis comes as uncertainty remains around shipping through the Strait of

These stocks are best positioned among oil majors amid Iran war

Thu, 12 Mar 2026 21:00:00 -0400

Investing.com -- These three companies appear best positioned among major oil companies as the conflict involving Iran disrupts parts of the Middle East energy market, Piper Sandler said.

The analysis comes as uncertainty remains around shipping through the Strait of

These stocks are best positioned among oil majors amid Iran war

Thu, 12 Mar 2026 21:00:00 -0400

Investing.com -- These three companies appear best positioned among major oil companies as the conflict involving Iran disrupts parts of the Middle East energy market, Piper Sandler said.

The analysis comes as uncertainty remains around shipping through the Strait of

Piper Sandler Revises Mid-Cycle Oil Price Higher and Picks Preferred Integrated Oils Stocks

Thu, 12 Mar 2026 09:35:59 -0400

Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.

The analyst commented: "We are revising forward estimates and price targets on the back of a $5.00/bbl increase in our mid-cycle WTI price forecast ($75/bbl vs. prior $70/bbl), driven by lasting impacts of the war in Iran. While the duration of outages in the Middle East remains highly uncertain, our commodity macro team, led by Global Energy Strategist, Jan Stuart, anticipates that 2026 crude balances will tighten by ~2.0 Mb/d vs. prior expectations (Macro Note), while lingering impacts/risk premiums and global resource tightening

Piper Sandler Revises Mid-Cycle Oil Price Higher and Picks Preferred Integrated Oils Stocks

Thu, 12 Mar 2026 09:35:59 -0400

Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.

Piper Sandler Revises Mid-Cycle Oil Price Higher and Picks Preferred Integrated Oils Stocks

Thu, 12 Mar 2026 09:35:59 -0400

Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.

Piper Sandler Revises Mid-Cycle Oil Price Higher and Picks Preferred Integrated Oils Stocks

Thu, 12 Mar 2026 09:35:59 -0400

Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.

Piper Sandler Revises Mid-Cycle Oil Price Higher and Picks Preferred Integrated Oils Stocks

Thu, 12 Mar 2026 09:35:59 -0400

Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.

Piper Sandler Revises Mid-Cycle Oil Price Higher and Picks Preferred Integrated Oils Stocks

Thu, 12 Mar 2026 09:35:59 -0400

Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.

Chevron (CVX) PT Raised to $242 at Piper Sandler

Thu, 12 Mar 2026 09:24:35 -0400

Piper Sandler analyst Ryan Todd raised the price target on Chevron (NYSE: CVX) to $242.00 (from $179.00) while maintaining a rating.

Wright: release of U.S. oil reserves for short-term will be in swaps - CNBC interview

Thu, 12 Mar 2026 07:43:37 -0400