GEOPOLITICAL & SUPPLY DISRUPTION SIGNALS Hormuz traffic averaged seven ships daily. Reuters reported at least six ships crossed in 24 hours, mainly through Iranian waters, versus 125–140 daily passages before the Iran war began February 28. Read This: Reuters Trump prepared extended Iran blockade. U.S. officials cited by
LONG-TERM CONTRACT OPPORTUNITY SIGNALS Venture Global agreement with Aktor LNG USA for Albania. U.S. ambassador to Greece signed the deal; U.S. Energy Secretary Wright confirmed widening LNG cooperation with southern and eastern Europe alongside a U.S.-backed €1.5B Krk-to-Bosnia pipeline. Read This: Reuters EDF delayed Edison
Earnings BP First quarter 2026 results - Press Release BP profits more than double, beating expectations as Iran war boosts oil prices - CNBC Energy crunch pays off for BP with doubled Q1 2026 profits - Reuters BP ‘still growing’ its LNG portfolio, new deputy CEO Carol Howle says -