The U.S. resumed military strikes on Iran over the weekend, causing oil prices to jump 2% above $90/barrel. While higher oil prices typically boost oil majors' stock prices, Shell has underperformed peers due to its damaged Pearl GTL plant in Qatar. The stock price boost from oil price increases has historically been temporary, with the S&P 500 outperforming all oil majors since the conflict began.

Oil majors Shell, ExxonMobil, and Chevron are facing accusations of price gouging from politicians amid elevated energy prices and strong profits. However, the article argues these companies don't control oil prices—the market does. Oil and gasoline are commodities, and energy companies' profits naturally rise and fall with market prices. The article recommends investing in integrated energy majors for portfolio diversification and attractive dividend yields.

Iraq aims to increase oil production to 8-10 million barrels per day within six years, more than doubling pre-war levels. Chevron signed memorandums of understanding to operate two major Iraqi oil fields—West Qurna 2 and Nassiriya—positioning it to play a crucial role in Iraq's expansion plans. While this presents significant long-term growth opportunities, it also exposes Chevron to geopolitical risks, particularly dependence on the Strait of Hormuz for exports.

The article recommends three energy stocks offering yields of 4.8-5%, significantly higher than the S&P 500's 1% yield. Enbridge provides midstream pipeline exposure with clean energy diversification, TotalEnergies offers integrated energy production with clean energy investments, and Brookfield Renewable Partners focuses on clean energy assets. The author advocates for an all-of-the-above energy strategy combining traditional and renewable energy exposure.

The generative AI in oil and gas market is projected to grow from $0.53 billion in 2025 to $1.15 billion by 2030, at a CAGR of 16.9%. Key growth drivers include cloud-based AI solutions for real-time monitoring, predictive maintenance, and drilling optimization. Major players like Saudi Aramco and Shell are leading adoption, while tariffs are spurring local AI development. North America holds the largest regional market share.

Permutable, a London-based market intelligence company, has been selected for Batch #7 of TotalEnergies' accelerator program. Over six months, Permutable will work with TotalEnergies teams to develop real-time intelligence solutions for power and renewables markets, helping decision-makers detect early market signals and risks before they appear in conventional market data.

Tenaris has opened a new service center in Paramaribo, Suriname to support TotalEnergies's GranMorgu offshore project, the country's first major offshore development. The 74,500 m² facility will provide casing, tubing, and related services for offshore operations, featuring advanced logistics capabilities and digital technologies to enhance supply chain efficiency and safety.

Tenaris has opened a new service center in Paramaribo, Surinam to support TotalEnergies' GranMorgu offshore project, the country's first major offshore development. The 74,500 m² facility will provide integrated services for casing, tubing, and related offshore operations, utilizing advanced digital technologies and the Rig Direct® service model to enhance supply chain coordination and operational efficiency.

Artificial intelligence is transforming biorefinery operations globally, with companies achieving significant cost reductions and operational improvements. Shell's AI-driven predictive maintenance program delivers $400 million in annual savings while reducing unplanned downtime by 45%. Major players including TotalEnergies, BP, BASF, Chevron, and Cargill are actively integrating AI solutions to optimize feedstock use, improve process efficiency, and accelerate sustainable product development as the industry races to meet carbon neutrality targets by 2050.

The global fuel card market, valued at USD 782.73 billion in 2025, is projected to grow to USD 2.48 trillion by 2035 at a 12.27% CAGR. Growth is driven by fleet digitalization, AI-enabled telematics integration, and unified mobility payment platforms. Asia-Pacific leads with 33.88% market share, while commercial vehicles dominate with 48.36% revenue share. Key players include WEX Inc., FLEETCOR Technologies, and major oil companies.

The global ethylene market, valued at USD 187.35 billion in 2025, is expected to grow at a CAGR of 5.99% to reach USD 332.61 billion by 2035. Growth is driven by increased demand from packaging, automotive, construction, and petrochemical sectors, with polyethylene dominating as the largest derivative segment at 55.41% market share. Asia-Pacific leads regional revenue with 52.12% share, while North America benefits from abundant shale gas resources.

TotalEnergies has applied for authorization for a 1.5 GW offshore wind farm off Normandy, France's largest renewables project expected to generate 6 TWh annually and supply power to nearly one million homes. The €4.5 billion investment will create jobs during its three-year construction period. The company also extended its fuel-price cap across 3,300 French service stations. TTE shares traded up 1.62% in premarket trading, though technical indicators show momentum fading with MACD below its signal line.