Energy Intel — Monday, April 27, 2026
Spot: WTI $91.06 · Brent $103.40 · HH $2.81 · DXY 118.08 · 10Y 4.34%
Movers (>2.0%)
- UNG +3.37% · last $10.66
- USO +2.33% · last $135.48
Peer Board
| Ticker | Last | 1D | 5D | YTD | 52w Range |
|---|---|---|---|---|---|
| UNG | $10.66 | +3.37% | -1.78% | -11.63% | 5% of 52w |
| USO | $135.48 | +2.33% | +11.67% | +96.46% | 95% of 52w |
| OVV | $56.71 | +1.76% | +6.10% | +40.06% | 81% of 52w |
| MTDR | $61.21 | +1.24% | +8.45% | +41.17% | 85% of 52w |
| FANG | $196.76 | +1.01% | +7.26% | +29.16% | 93% of 52w |
| APA | $37.96 | +0.61% | +5.53% | +49.68% | 78% of 52w |
| XOP | $169.07 | +0.61% | +4.94% | +31.10% | 75% of 52w |
| PR | $20.56 | +0.29% | +4.90% | +42.78% | 89% of 52w |
| OXY | $57.10 | -0.03% | +4.82% | +34.75% | 67% of 52w |
| EOG | $133.00 | -0.10% | +2.97% | +23.99% | 65% of 52w |
| XLE | $56.69 | -0.31% | +2.95% | +24.19% | 74% of 52w |
| XOM | $148.15 | -0.51% | +0.31% | +20.79% | 67% of 52w |
| CVX | $184.21 | -0.54% | +0.53% | +18.16% | 64% of 52w |
| COP | $120.68 | -0.89% | +3.63% | +24.80% | 73% of 52w |
Fundamental Data
SPR level (2026-04-17): 405,045 kb
Signals
- Brent-WTI spread wide — $12.34/bbl (≥ $6.00); favors US export economics
Headlines
-
[Rigzone] Most oil execs expect U.S. oil production to increase due to Iran war — Permian operators likely seeing capex greenlight and drilling acceleration signals as geopolitical premium sustains WTI strength.
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[OilPrice] Hormuz disruptions drive crude higher as U.S.-Iran diplomacy stalls; Brent at $107.8 — Strait closure risk premium directly supports realized prices for Permian barrels; failure to reopen in May triggers major supply shock.
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[OilPrice] BP shares up 20% since Iran war, leading supermajors — Permian traders should track relative valuation of integrated majors vs. pure-play shale; BP's upstream optionality outperforming signals where capital is rotating.
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[Rigzone] Alarm bells will ring loudly if Hormuz doesn't open in May — Geopolitical resolution timeline is now a hard market inflection point; sustained closure into late Q2 could drive WTI spike benefiting Permian realizations.
Generated 2026-04-27 17:13 UTC.