The largest oil exporter - Saudi Arabia - is cutting production following the UAE and Kuwait, Bloomberg sources report. The reason is the same: full storage facilities due to the actual blockage of the Strait of Hormuz. By mid-day on March 9, the Brent price had consolidated above $100 a barrel, having fallen from a peak of $120. The risks of a physical oil shortage are somewhat exaggerated, <a href="https://www.facebook.com/dmitry.al.nekrasov/posts/pfbid02KEfWuURAD4D2obTXwaKGuxm4xCSxiPscEeRwy3Q4AXG1z69SqpPKjKNqtMdmniv5l">Dmitry Nekrasov</a>, director of the CASE (Center for Analysis and Strategies in Europe) analytical center, wrote in his <a href="https://t.me/s/dnekrasov">Telegram channel</a>.

Is the oil apocalypse off? Why the world is not in danger of running out of physical oil

APA Corporation

Devon Energy Corporation

Diamondback Energy, Inc.

ConocoPhillips

United Airlines Holdings, Inc.

Delta Air Lines, Inc.

Royal Caribbean Cruises Ltd.

Carnival Corporation & plc

Southwest Airlines Co.

AppLovin Corporation

Western Digital Corporation

Vertiv Holdings Co

Lumentum Holdings Inc.

Coherent Corp.

EchoStar Corporation

Napco Security Technologies, Inc.

Alexander & Baldwin Inc

Day One Biopharmaceuticals, Inc.

BlackRock, Inc.

Western Alliance Bancorporation

Guidewire Software, Inc.

Rumble Inc.

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

Morning in New York: "bears" have come out of hibernation

Oracle Corporation

Adobe Inc.

Bayerische Motoren Werke Aktiengesellschaft

The week began with a sharp jump in oil prices and a collapse on Asian stock exchanges - the conflict between the U.S. and Iran is dragging on, and investors are increasingly concerned about the destabilization of the global economy. Market attention will continue to be focused on events in the Middle East, <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-middle-east-developments-oil-prices-in-focus-u-s-inflation-due-8143012a?mod=Searchresults&amp;pos=1&amp;page=1#:~:text=View%20more-,All%20eyes%20will%20be%20on%20developments%20in%20the%20Middle%20East,-after%20the%20U">writes</a> The Wall Street Journal.

Iran war, US inflation, Oracle report: what investors need to know this week

The war in the Middle East triggered a reversal in several strategies that were particularly popular with international investors. After the war began, Asian equity funds experienced the largest outflow of funds in four years, while the stagnant U.S. stock market attracted increased interest. The game against the dollar also unfolded: the U.S. currency regained its safe haven status. How long will this reversal last?

Investors have changed their strategy: they are leaving Asian markets and investing in US assets 

Strategist Michael Hartnett of Bank of America suggests investors sell oil at prices above $90, weaken bets on the U.S. currency if the dollar index rises above 100, and buy long-term U.S. government bonds if yields reach 5%. On Friday, oil has already <a href="https://oninvest.com/article/samyj-bystryj-rost-nefti-v-istorii-i-indeks-straha-pod-30-itogi-pervoj-nedeli-vojny">crossed the </a>$90 per barrel mark and the dollar index has <a href="https://oninvest.com/article/samyj-bystryj-rost-nefti-v-istorii-i-indeks-straha-pod-30-itogi-pervoj-nedeli-vojny">come</a> close to the 100 level.

Sell oil, buy bonds: BofA announces trading strategy for the time of war

JPMorgan Chase & Co.

The conflict in the Middle East has disrupted shipping through the Strait of Hormuz, where hundreds of merchant ships and oil tankers have been blocked. U.S. President Donald Trump has expressed the idea of providing ships with a U.S. Navy escort, and on Friday he ordered the <a href="https://oninvest.com/article/ssa-budut-strahovat-poteri-sudov-v-ormuzskom-prolive-na-summu-do-20-mlrd">launch of a</a> risk insurance mechanism. Analysts earlier warned that it might not be enough.

Insurance is not the main problem. Analysts on Trump's Hormuz security plan

Qatar appears to have loaded its first liquefied natural gas tanker after an escalating conflict in the Middle East <a href="https://oninvest.com/article/ceny-na-gaz-v-evrope-podskocili-na-47-posle-priostanovki-spg-kompleksa-v-katare">forced it to halt</a> production and declare force majeure, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-06/qatar-appears-to-have-loaded-first-lng-cargo-since-force-majeure">writes,</a> citing ship tracking data.

Qatar sends first LNG tanker after halting exports due to war - Bloomberg

Last year, several players in the region pledged to invest hundreds of billions of dollars in the US

Gulf states discuss investment review due to war pressures - FT

By the end of the first week of the large-scale operation of the U.S. and Israel against Iran, the best dynamics in Asia were demonstrated by the Chinese markets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-06/chinese-markets-weather-iran-war-turmoil-better-than-asian-peers">noted</a>. Shares of Chinese companies traded on the domestic market (Shanghai Shenzhen CSI 300 index), during this time lost only about 1%, while in other Asian markets the decline <a href="https://oninvest.com/article/u-akcij-azii-hudsaa-nedela-za-6-let-u-nefti-rekord-s-2022-go-7-den-vojny-v-irane">exceeded</a> 6%, writes Bloomberg.

'Investor safe haven': China's markets fared best in Asia after a week of war in Iran

Oil price could rise to $150, says country's energy minister

War threatens to bring Middle East oil and gas production to a complete halt, Qatar says

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

The escalation of the conflict in the Middle East continues for the seventh day. What is happening on the markets and what analysts say about it - in our review.

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