This is how investors reacted to Trump's threats against Iran - the US President demanded the Islamic Republic to conclude a nuclear deal. Otherwise, Trump warned, Tehran should be ready for a military solution to the issue

Oil broke through the $70 mark for the first time since September. Analysts expect more growth

Weakening dollar and supply disruptions boost oil market rally

Oil nears strongest month in 2.5 years

Exxon Mobil Corporation

Chevron Corporation

Brent quotes were falling by 2.5% in the course of trading 

Oil prices down due to de-escalation around Greenland and progress on Ukraine

BP p.l.c.

The risk of an oil shock is intensifying amid the escalation of a number of geopolitical conflicts

"Oil shock": analysts named scenarios amid US pressure on Iran and Venezuela

Oil prices jumped after US President Donald Trump <a href="https://oninvest.com/article/pomos-v-puti-tramp-obratilsa-k-iranskim-protestuusim">addressed </a>protesters in Iran, in which he urged them not to give up and said that "help is on the way," CNBC <a href="https://www.cnbc.com/2026/01/13/oil-prices-today-trump-iran-protests.html">reported </a>. Brent futures rose 2.6 percent to $65.5 a barrel. Exchange contracts for North American WTI added 2.8% and passed the mark of $61 per barrel. At the moment, both grades rose in price by more than 3%.

Oil rose sharply after Trump's words on helping protesters in Iran

The day before, Trump announced a 25 percent duty on goods from countries "doing business" with Iran - the consequence of this decision could be a "geopolitical premium to oil prices," an analyst warns

"Geopolitical premium": oil prices hit a two-month high

Commodity markets may be entering the phase of a new "supercycle" amid rising demand for metals, energy and other tangible assets, according to John Velis, Americas strategist at BNY, <a href="https://www.marketwatch.com/story/stocks-are-signaling-that-another-commodities-supercycle-is-afoot-in-2026-5e697dc6?mod=home_lead">writes</a> MarketWatch.

Analysts talk about the beginning of the commodity "supercycle". Is everything so unambiguous?

Traders in the oil market are watching the development of protests in Iran, which could lead to disruptions in oil production in the country or risk blocking the Strait of Hormuz - the most important route for energy exports from the Middle East, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-12/oil-prices-and-iran-protests-how-could-escalation-of-crisis-impact-industry">writes.</a>

The escalating crisis in Iran and oil: five issues the market is watching right now

Valero Energy Corporation

Marathon Petroleum Corporation

The US and Venezuela have begun negotiations on oil supplies to American refineries — Reuters

Flotek Industries, Inc.

Core Laboratories Inc.

Helix Energy Solutions Group, Inc.

Par Pacific Holdings, Inc.

On January 3, 2026, the US <a href="https://oninvest.com/article/ssa-zahvatili-maduro-posle-udarov-po-venesuele-onlajn">conducted</a> a military operation in Venezuela called "Absolute Resolve," during which the country's president, Nicolas Maduro, was captured. This move by Washington effectively ended months of escalation, accompanied by a naval blockade of Venezuelan oil tankers and accusations of the regime's involvement in drug trafficking.

Flotek, Core Lab, Helix: which small-cap stocks benefited after the overthrow of the Venezuelan government


Occidental Petroleum Corporation

Black Rock Petroleum Company

Following the US military operation in Venezuela and the capture of President Nicolas Maduro, there are two possible scenarios for the country's oil industry, Jorge Leon, head of geopolitical analysis at consulting firm Rystad Energy, <a href="https://www.bloomberg.com/news/live-blog/2026-01-03/explosions-in-venezuela?srnd=homepage-americas">told</a> Bloomberg.

Brent, Chevron, Occidental: how will the US operation in Venezuela affect the oil market?

Oil States International, Inc.

Prices are also affected by tensions surrounding Venezuela and China's willingness to purchase more raw materials.
