Venture Global, Inc.

Cheniere Energy, Inc.

Equinor ASA

Norwegian Equinor, a major European producer of natural gas, also grew its securities

Shares of U.S. gas exporters jump after damage to Qatar LNG plant

The Mosaic Company

TotalEnergies SE

Exxon Mobil Corporation

Chevron Corporation

Alcoa Corporation

CF Industries Holdings, Inc.

Nutrien Ltd.

Occidental Petroleum Corporation

In the third week of U.S. and Israeli military action against Iran, commodity markets entered a phase that CNBC <a href="https://www.cnbc.com/2026/03/01/experts-weigh-potential-scenarios-for-oil-if-strait-of-hormuz-closes.html">compares</a> to the oil crisis of the 1970s. The blockade of the Strait of Hormuz has effectively cut off Asia's and Europe's largest consumers from some of their suppliers of energy, metals and chemicals. Who loses from this and who stands to gain?

Which companies will benefit from the disruption of raw material supplies due to the Iran war 

The European Commission (EC) <a href="https://finance.ec.europa.eu/document/download/66e8fd7d-8057-4b9b-96c2-5e54bf573cd1_en?filename=faqs-sanctions-russia-consolidated_en.pdf">has put an</a> end to a long-standing dispute between banks and fintech start-ups with Russian clients residing in the EU. Officials have issued a clarification: Russian citizenship alone is not grounds for closing an account.

European Commission tells banks how to apply payment sanctions to Russians with residence permits 

The 32 member countries of the International Energy Agency (IEA) <a href="https://www.iea.org/news/iea-member-countries-to-carry-out-largest-ever-oil-stock-release-amid-market-disruptions-from-middle-east-conflict">have agreed to</a> provide the market with 400 million barrels of oil from strategic reserves to mitigate disruptions in oil supplies caused by the war in the Middle East. This is the largest release of strategic reserves in the history of the IEA, CNBC <a href="https://www.cnbc.com/2026/03/11/iea-oil-reserves-crude-prices-iran-g7-energy.html">writes</a>.

The IEA has agreed the largest release of oil reserves in history. What's in the markets?

European stocks rose sharply at the opening of trading on Tuesday, March 10, as investor sentiment - after a panic sell-off the previous day - was supported by a drop in oil futures following President Trump's announcement of a <a href="https://oninvest.com/article/dumau-vojna-prakticeski-zaversena-rynki-vyrosli-posle-kommentariev-trampa-cbs">possible imminent end to</a> the war in the Middle East and a willingness to take measures to curb rising energy prices.

European stocks on track for best day since April: Stoxx 600 jumped 2%

European stocks fell sharply at the opening of trading on March 9: the main indices declined by more than 2%. Investors on Monday faced a new round of turbulence in global markets: amid escalation in the Middle East, oil prices exceeded $110 per barrel for the first time since 2022, which caused a panic sell-off on Asian stock markets and expectations of a collapse in the United States.

European markets started the week down more than 2% after oil prices surged

Sectra AB (publ)

RENK Group AG

ITV plc

However, there are "no signs of a large-scale panic sell-off", Barclays strategists state

The week after the Iran war began could be the worst for EU stocks in almost a year

Oracle Corporation

SoftBank Corp.

Anthropic intends to challenge the US authorities' decision to deem the company a "supply chain risk," which effectively excludes its Claude models from defense contracts. Oracle is preparing to lay off thousands of employees to offset the cost of building data centers for AI workloads. On these and other topics - in our roundup of key events for the morning of March 6.

Main by morning: Anthropic wants to sue Pentagon, cuts to Oracle

At the beginning of trading, the main EU stock indices opened in the negative, but then recovered this fall

European stocks rise amid ongoing conflict in the Middle East

JPMorgan analysts expect European stocks to underperform U.S. stocks amid the war in the Middle East, MarketWatch <a href="https://www.marketwatch.com/story/why-one-of-the-years-surprising-hot-trades-has-quickly-gone-off-the-rails-6aa35859?mod=newsviewer_click">writes</a>. A sharp rise in gas prices increases risks for the European market, given the region's dependence on energy imports, the publication notes.

JPMorgan expects EU stocks to lag US stocks amid Iran war. What's wrong?


European indices recoup losses after Tuesday's drop and collapse in Asia

Stocks in Europe rise fast in defiance of Trump and war threats What else is in the markets

On Monday, the securities of the company, which has collapsed 60% since its IPO, added 17%, the same amount they are rising by in the March 3 premarket