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?

Analysts consider the most optimistic outcome for the market as well as the most unlikely one

Bloomberg described four scenarios for the development of the Iranian crisis: from shock to bullish

Norway, which has large gas reserves, is not ready to increase production

European gas prices jump 47% after Qatar LNG complex suspended

Venture Global, Inc.

Cheniere Energy, Inc.

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

A little-known US LNG exporter could be a beneficiary of the EU gas crisis

The escalation of the conflict in Iran has led to higher energy prices and increased geopolitical risks: it is unclear how long the crisis will last and how much the region's energy infrastructure will be affected. One of the few beneficiaries may be Russia.

"A reason for optimism": how the war in Iran and the ruble will affect the Russian economy

Disruptions in shipping traffic through the Strait of Hormuz and the cessation of LNG production in Qatar due to Iranian shelling threaten a repeat of the 2022 energy shock, Bloomberg writes

European gas prices jump 50%: QatarEnergy halts LNG production

A.P. Moller - Maersk A/S

American Airlines Group Inc.

FedEx Corporation

The risk/return ratio for buying out drawdowns in equities does not yet look compelling, Barclays has warned

"Fuel and energy complex, metals and defense industry are in the lead": what to buy during the US-Iran war

Brent oil jumped more than 13%, WTI - almost 10% due to the threat to shipping through the Strait of Hormuz off the coast of Iran, through which about 25% of the world's oil and a significant part of LNG passes. Goldman Sachs warns that European prices could rise by 130% if gas transit through this crossing is halted for a month. These and other topics - in our review of key events for the morning of March 2.

Main by morning: oil soars due to escalation in the Middle East, UAE bourses closed

Kazakhstan's oil sector has been stagnating for several years, partly due to the need to comply with OPEC+ quotas, which the country does not always strictly adhere to. In 2026, production will have to be restricted even further to compensate for past excesses. But can Kazakhstan use this as an incentive for development? Kirill Lysenko, an analyst for sovereign and regional ratings at Expert RA, answers this question.

Will Kazakhstan turn OPEC+ oil production restrictions into a driver for its economic development?

Exxon Mobil Corporation

The European Union, a global leader in pursuing the green agenda, is having to scale back some of its initiatives under pressure from major gas suppliers and its own politicians. But despite this political reversal, the technological transition to a greener economy is accelerating, and the stock market is showing that there is money to be made in sustainable development.

European energy corporations force EU regulators to change their approach to ESG environmental standards

Wall Street has been pricing Exxon Mobil's stock price into a slight decline in July-September earnings from a record third quarter of 2024

Exxon Mobil forecasts $500 mln growth in quarterly refining profits

A new energy reality in which rare earth metals, power grids and data centers become leverage is changing the balance of Xi power in the world

Natural gas