A return to pre-war oil supplies may take less than a year, but the world will never be the same, says Daniel Yergin, vice chairman of S&amp;P Global

'A sense of risk that wasn't there': oil guru on 'a different world' after war with Iran

Major U.S. stock indices opened on April 22 with growth amid contradictory signals from the Middle East. On the one hand, US President Donald Trump <a href="https://oninvest.com/article/tramp-prodlil-peremirie-s-iranom-cto-sovetuet-ubs">extended the</a> ceasefire with Iran, referring to the "split" in the Iranian government over the continuation of peace talks. On the other - already after this announcement, Iran announced the seizure of two ships in the Strait of Hormuz - allegedly for violating maritime laws. Both ships were escorted to Iranian shores by the Islamic Revolutionary Guard Corps (IRGC). This is the first time Iran has seized ships since the beginning of the war, Reuters <a href="https://www.reuters.com/world/asia-pacific/us-will-indefinitely-extend-ceasefire-unclear-if-iran-agrees-2026-04-22/">notes</a>.

"Guessing Game": oil at $100, stocks rise amid Iran uncertainty

Manhattan Associates, Inc.

GitLab Inc.

Target Hospitality Corp.

Sonoco Products Company

Calix, Inc.

UnitedHealth Group Incorporated

GE Aerospace

Uber Technologies, Inc.

Lucid Group, Inc.

D.R. Horton, Inc.

Merck & Co., Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Capital Markets Research, Freedom Broker.

Morning in New York: trading will go without sharp movements

Frontier Group Holdings, Inc.

Covenant Logistics Group, Inc.

Kaiser Aluminum Corporation

Hecla Mining Company

Since the start of the year, the Russell 2000 index, the benchmark for small- and mid-cap stocks, has risen nearly 11.5% – despite a selloff in March, when it lost more than 10% from its January peak. Such volatility has been driven in part by the scale of the conflict in the Middle East and its impact on commodity flows. The closure of the Strait of Hormuz became the trigger that <a href="https://www.thetimes.com/business/economics/article/strait-of-hormuz-closure-threatens-brent-crude-100-surge-w3sxph3pl#:~:text=The%2520Middle%2520East%2520conflict%2520pushed%2520Brent%2520crude%2520to%2520%2524119.50%2520a%2520barrel%2520for%2520the%2520first%2520time%2520since%25202022%2520but%2520prices%2520fell%2520back%2520on%2520reports%2520that%2520the%2520G7%2520will%2520intervene">pushed</a>&nbsp;Brent crude toward $120 per barrel, while small caps are particularly sensitive to fuel costs and consumer sentiment.

Stabilization or escalation: Two scenarios, four names to play the U.S.-Iran conflict

In the area of the Strait of Hormuz, a container ship was attacked, <a href="https://www.ukmto.org/-/media/ukmto/products/20260422-ukmto_warning_attack.pdf?rev=85f516057e214383a089fb298fe5987c">reported</a> in the Office of Maritime Trade Operations of Great Britain. According to the agency's information, fire was opened on the vessel shortly after an Iranian military boat approached it, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-22/container-ship-comes-under-gunfire-near-hormuz-uk-navy-says">noted</a>.

Iran attacks container ship near Strait of Hormuz after Trump extends truce

US President Donald Trump <a href="https://oninvest.com/article/tramp-prodlil-peremirie-s-iranom-cto-sovetuet-ubs">has extended the</a> ceasefire with Iran, although the negotiations have actually broken down, and the blockade and tensions around the Strait of Hormuz remain. Against this background, the White House is considering the possibility of providing financial support to the UAE, whose economy is suffering a serious blow from the war. These and other topics are covered in our review of key events by the morning of April 22.

Main by morning: U.S. explores UAE aid, external ushers hit by Anthropic's new model

Air France-KLM SA

International Consolidated Airlines Group S.A.

Deutsche Lufthansa AG

Jet fuel prices have doubled in recent weeks

Long-haul flights have gone up $100 per person because of the war in Iran. What about tickets?

The U.S. president does not intend to extend the ceasefire agreement, which is valid until April 22. Brent trades at $95 per barrel

US stocks rise. Trump says he expects a 'great deal' with Iran

The U.S. currency has once again become a safe haven. But that does not remove questions about its future

The war in Iran has changed the position of the US dollar. What will happen to it next? Dollar exchange rate forecast

A second round of talks is already scheduled for April 22 in Islamabad, CNN's interlocutors say

Iran has agreed to continue talks with the US - Axios. Oil falls

U.S. stock indices began trading on April 20 in the red zone: after the de-escalation of the situation in the Middle East last week and the subsequent records of the S&amp;P 500 and Nasdaq Composite, fears that the ceasefire agreement between the U.S. and Iran may be broken intensified over the weekend, <a href="https://www.reuters.com/business/us-stock-futures-fall-after-rally-mideast-tensions-flare-2026-04-20/">writes</a> Reuters.

One step forward, two back: US indices retreat from highs amid escalation in Iran

Kuwait has declared force majeure on oil and oil products supplies due to the blockade of the Strait of Hormuz, which has restricted tanker access to the Persian Gulf and made it difficult to fulfill export obligations, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-20/kuwait-declares-force-majeure-on-oil-shipments-on-hormuz-halt">writes.</a>