30 articles
Oil tankers navigate the Strait of Hormuz under US military protection amid geopolitical tensions, ensuring critical crude flows continue despite attack risks. JPMorgan estimates daily flows near pre-
JPMorgan reports Middle East crude oil exports have recovered to 98% of pre-war levels at 17.5 million barrels per day, despite ongoing shipping risks. Product flows remain lower at 58%, reflecting co
JPMorgan analysts project a temporary US diesel export ban could slash retail prices to $4.70/gallon within 15 days by replenishing stockpiles. However, effects may fade quickly as refiners reduce pro
JPMorgan CEO Jamie Dimon warned the US against punishing India over Russian oil purchases, citing refinery constraints and market disruptions. He noted new US legislation could impose tariffs, complic
JPMorgan projects rising Indian outbound M&A to secure supply chains, exemplified by Sun Pharma's $11.75 billion Organon deal. Total M&A hit $100 billion in H1 2026, driven by needs for critical miner
JPMorgan and Santander led a £1.1 billion loan package to fund Drax Group's acquisition of Bluefield Solar Income Fund, expanding Drax's renewable portfolio beyond its traditional biomass operations.
JPMorgan analysts express uncertainty on oil pricing models as the Iran conflict disrupts supply and drives prices near $106 per barrel. They warn that sustained Middle Eastern flow disruptions could
Solar panel makers are cutting silver usage due to high prices, projecting a drop in global silver demand from the sector in 2026. JPMorgan forecasts a 30% decline this year, potentially balancing the
JPMorgan and Santander lead a $15 billion financing deal for the Argentina LNG project, a joint venture between YPF, Eni, and XRG targeting exports of shale gas. The partners aim for a final investmen
JPMorgan reports global gas turbine orders reached a record 38 gigawatts in Q2, driven by data center electrification. Prices are expected to triple by 2031 due to supply shortages.
Senior base metals traders are leaving major banks and trading firms amid rising demand driven by supply-chain disruptions, data centre investments, and potential import tariffs. Key departures includ
JPMorgan economists predict a super El Niño combined with rising energy prices could increase global inflation by 0.3 percentage points next year, primarily affecting emerging markets through higher f
Coca-Cola appointed JPMorgan and Citi to lead a planned 2027 IPO of its Indian bottling unit, Hindustan Coca-Cola Holdings. This move follows a trend of multinationals monetizing investments via India
JPMorgan downgraded Brazilian petrochemical giant Braskem to Neutral, halving its target price and cutting 2026 earnings forecasts by 20% due to declining chemical margin expectations post-geopolitica
JPMorgan revised its gold price forecast to $4,500/oz for Q4 citing weak demand and rate hike risks, while projecting gains for silver, platinum, and palladium through 2027.
JPMorgan downgraded Braskem to Neutral, cutting its 2026 earnings forecast by 20% amid fading petrochemical spreads and debt restructuring challenges. Analysts cite global oversupply of polyethylene a
Nutrabolt, maker of C4 energy drinks and supplements, has hired JPMorgan, Goldman Sachs, and Bank of America for a potential $1 billion US IPO. The move comes as consumer issuers return to the market
JPMorgan executives warn that rising extreme heat waves will significantly increase global energy demand, particularly for cooling, driving investment in nuclear, geothermal, and battery storage despi
JPMorgan strategist Nataliia Lipikhina warns European equities may lag as falling oil prices threaten energy sector earnings. She highlights the FTSE 100's vulnerability due to its heavy reliance on c
JPMorgan strategist Karen Ward recommends buying European stocks as falling oil prices and geopolitical easing create opportunities, favoring chemicals and industrials sectors.
JPMorgan strategist Hugh Gimber identifies value in European chemical and consumer stocks following an oil price decline linked to a potential US-Iran peace deal. He notes chemical shares are attracti
JPMorgan strategist Karen Ward forecasts oil prices could fall to $70 per barrel following a US-Iran agreement, potentially boosting equity markets and prompting interest rate cuts. Brent crude droppe
Santander, JPMorgan, and Citigroup are negotiating a $1 billion financing package for TGS's $3 billion NGL Project in Argentina's Vaca Muerta shale basin. The infrastructure deal aims to boost energy
Lazard plans to hire Brian McCabe from JPMorgan to lead its North American energy investment banking practice, leveraging his experience in oil and gas M&A amid rising infrastructure demand.
JPMorgan upgraded Braskem to 'Overweight', citing improved 2026 financials driven by global supply tightness and governance restructuring. The bank raised its share price target by nearly 50% amid fav
JPMorgan analysts warn US gasoline prices could reach $5 per gallon as refiners prioritize jet fuel production amid Middle East tensions. Constrained refinery runs are expected to widen product cracks
JPMorgan warns that aging US grid infrastructure causes delays and higher power prices, disproportionately affecting low-income families. The bank urges structural regulatory reforms to unlock investm
HY Energy Group sued JPMorgan and Citi over frozen payments to a sanctioned Chinese oil firm. The legal battle highlights intensifying US-China regulatory tensions impacting global energy trade and re
JPMorgan leads a $6 billion syndicate financing a stake sale in Kuwait Petroleum Corporation's crude oil pipeline network. Investors face delays due to regional conflict but seek guarantees against su
Major banks recommend energy-linked currencies like the Norwegian krone and Australian dollar as oil prices surge above $108 amid US-Iran tensions, driving hedge funds to bet on commodity exporters.
ChemBrief