Independent Price Reporting Agency, QC Intel

Quantum Commodity Intelligence

Independent Price Reporting Agency

QC Intel

We are an independent price reporting agency (PRA) providing price assessments, original news and trade data for the global energy transition markets.

Our mission is to bring greater transparency to these rapidly developing markets, powering transactions and helping the world to decarbonize as efficiently as possible.

Commodities

<ul><li>Crude futures extended losses on Tuesday after the initial early-week selloff that followed the halt in hostilities between the US and Iran, but markets remain on edge despite renewed diplomatic efforts.</li><li>Front-month Sep26 ICE Brent futures were 5.3% lower at  $83.70/b (2045 BST), while Sep26 NYMEX WTI was at $78.93/b , down 4.4% versus Monday's settle.</li><li>The latest fragile ceasefire came after Washington halted its bombing campaign aimed at Iranian targets, while Tehran also suspended its retaliatory attacks towards neighbouring Gulf states.</li></ul>

Crude futures extended losses on Tuesday after the initial early-week selloff that followed the halt in hostilities between the US and Iran, but markets remain on edge despite renewed diplomatic efforts.Front-month Sep26 ICE Brent futures were 5.3% lower at  $83.70/b (2045 BST), while Sep26 NYMEX WTI was at $78.93/b , down 4.4% versus Monday's settle.The latest fragile ceasefire came after Washington halted its bombing campaign aimed at Iranian targets, while Tehran also suspended its retaliatory attacks towards neighbouring Gulf states.

Oil futures: Crude extends losses as US-Iran talks resume

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>WTI rallied 9.2% last week as Middle East tensions lifted geopolitical risk premiums, before easing diplomacy unwound gains. Positioning suggests markets expect continued volatility rather than a sustained bull market.</li>
<li>Investor flows favoured traditional energy, with XOP, IXC and XLE attracting inflows, while ICLN saw outflows, highlighting continued rotation away from clean energy toward oil and gas.</li>
<li>NextEra's EPS beat masked weaker-than-expected revenue and EBITDA, while stronger operating cash flow and AI-driven electricity demand continued to support its longer-term growth outlook.</li>
</ul>


WTI rallied 9.2% last week as Middle East tensions lifted geopolitical risk premiums, before easing diplomacy unwound gains. Positioning suggests markets expect continued volatility rather than a sustained bull market.
Investor flows favoured traditional energy, with XOP, IXC and XLE attracting inflows, while ICLN saw outflows, highlighting continued rotation away from clean energy toward oil and gas.
NextEra's EPS beat masked weaker-than-expected revenue and EBITDA, while stronger operating cash flow and AI-driven electricity demand continued to support its longer-term growth outlook.


Energy Weekly (W/E 24/Jul): Markets Priced Risk, Investors Rotated Capital, and NextEra Stays Course

<ul><li>Crude futures were sharply lower on Monday after the US paused its bombing campaign against Iran over the weekend, potentially giving diplomatic efforts a chance.</li><li>Front-month Sep26 ICE Brent futures were down 9.4% at $87.66/b (2118 BST), while Sep26 NYMEX WTI was at $81.84/b , 8.5% lower versus Friday's settle.</li><li>Iranian officials also said on Sunday its forces had halted retaliatory attacks against Gulf countries hosting US bases, after Washington paused nearly two weeks of nightly bombings across Iran.</li></ul>

Crude futures were sharply lower on Monday after the US paused its bombing campaign against Iran over the weekend, potentially giving diplomatic efforts a chance.Front-month Sep26 ICE Brent futures were down 9.4% at $87.66/b (2118 BST), while Sep26 NYMEX WTI was at $81.84/b , 8.5% lower versus Friday's settle.Iranian officials also said on Sunday its forces had halted retaliatory attacks against Gulf countries hosting US bases, after Washington paused nearly two weeks of nightly bombings across Iran.

Oil futures: Crude rows back sharply as US pauses Iran bombing

Independent Energy Equities & Commodities Research, WHB Energy Research LLC

William H Brown III

Independent Energy Equities & Commodities Research

Independent energy equity and commodity boutique

WHB Energy Research LLC

WHB Energy Research LLC is an independent energy industry equity and commodity boutique
providing analysis and trading/investment recommendations to hedge funds, mutual funds, oil
and gas producing companies, energy consuming companies and high net worth individuals.
WHB Energy Research LLC fills a major void by providing top level fundamental and
qualitative research complemented by state of the art quantitative modeling. WHB Energy
Research LLC also engages in physical oil trading activity as an agent/intermediary and also
provides expert witness consultation and testimony. From 2003-2005 Mr. Brown established and
managed an energy hedge fund for a single investor/client. Specialties: Economic and financial
analysis and forecasting of the NYMEX, ICE, and international physical petroleum markets and
energy equities in the integrated, independent producer, refining, drilling, service, and
transportation sectors.

<ul>
<li>While the oil market is subject to “profit taking” in response to “negotiations,” there is no sign that traffic through the Strait of Hormuz or the Bab al-Mandeb is increasing.       </li>
<li>In this regard, there is also absolutely no sign that Tehran will compromise on “managing” the Strait of Hormuz, either alone or with Muscat.              </li>
<li>There therefore still remains the possibility of renewed conflict on a larger scale, as President Trump has threatened, irrespective of the U.S. weapons inventory.         </li>
</ul>


While the oil market is subject to “profit taking” in response to “negotiations,” there is no sign that traffic through the Strait of Hormuz or the Bab al-Mandeb is increasing.       
In this regard, there is also absolutely no sign that Tehran will compromise on “managing” the Strait of Hormuz, either alone or with Muscat.              
There therefore still remains the possibility of renewed conflict on a larger scale, as President Trump has threatened, irrespective of the U.S. weapons inventory.         


Morning Market Notes: U.S.-Iran Peace "At Hand"? We Will Believe It When We See It

<ul>
<li>It appears that, for the time being at least, the exchange of military strikes between the U.S. and Iran will pause, although we will see how long this one lasts.       </li>
<li>President Trump is suggesting that he wishes to give the negotiating process another chance, but weighing heavily is the continued depletion of the U.S. weapons inventory, particularly defensive assets.</li>
<li>If further depleted, it would reduce the “neutral” Gulf countries' ability to defend themselves and therefore subject critical oil and gas assets to substantial damage.         </li>
</ul>


It appears that, for the time being at least, the exchange of military strikes between the U.S. and Iran will pause, although we will see how long this one lasts.       
President Trump is suggesting that he wishes to give the negotiating process another chance, but weighing heavily is the continued depletion of the U.S. weapons inventory, particularly defensive assets.
If further depleted, it would reduce the “neutral” Gulf countries' ability to defend themselves and therefore subject critical oil and gas assets to substantial damage.         


Monday Macro Update: A Military Hiatus: A Pause to Refresh or A Pause to Rearm?

United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

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Crude Oil (CL1 COM COMDTY)

Oil futures: Crude extends losses as US-Iran talks resume

Crude futures extended losses on Tuesday after the initial early-week selloff that followed the halt in hostilities between the US and Iran...

Quantum Commodity Intelligence

Energy Weekly (W/E 24/Jul): Markets Priced Risk, Investors Rotated Capital, and NextEra Stays Course

WTI surged on Middle East tensions but eased on diplomacy. Investor flows favour traditional energy over clean energy. NextEra's EPS beat, but...

Mint Finance

Oil futures: Crude rows back sharply as US pauses Iran bombing

Crude futures were sharply lower on Monday after the US paused its bombing campaign of Iran over the weekend............

Quantum Commodity Intelligence

Morning Market Notes: U.S.-Iran Peace "At Hand"? We Will Believe It When We See It

Oil market remains volatile due to questions over negotiations, no increase in traffic through key straits, Tehran shows no signs of compromise,...

William H Brown III

Monday Macro Update: A Military Hiatus: A Pause to Refresh or A Pause to Rearm?

US-Iran military strikes on pause for now, Trump considers negotiations but concerns over depleting defensive assets remain, risking Gulf...

William H Brown III

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52-week Range

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Oil futures: Crude extends losses as US-Iran talks resume

Crude futures extended losses on Tuesday after the initial early-week selloff that followed the halt in hostilities between the US and Iran...

Quantum Commodity Intelligence

Energy Weekly (W/E 24/Jul): Markets Priced Risk, Investors Rotated Capital, and NextEra Stays Course

​WTI surged on Middle East tensions but eased on diplomacy. Investor flows favour traditional energy over clean energy. NextEra's EPS beat, but...

Mint Finance

Oil futures: Crude rows back sharply as US pauses Iran bombing

Crude futures were sharply lower on Monday after the US paused its bombing campaign of Iran over the weekend............

Quantum Commodity Intelligence

Morning Market Notes: U.S.-Iran Peace "At Hand"? We Will Believe It When We See It

​Oil market remains volatile due to questions over negotiations, no increase in traffic through key straits, Tehran shows no signs of compromise,...

William H Brown III

Monday Macro Update: A Military Hiatus: A Pause to Refresh or A Pause to Rearm?

​US-Iran military strikes on pause for now, Trump considers negotiations but concerns over depleting defensive assets remain, risking Gulf...

William H Brown III

WTI surged on Middle East tensions but eased on diplomacy. Investor flows favour traditional energy over clean energy. NextEra's EPS beat, but...

Oil market remains volatile due to questions over negotiations, no increase in traffic through key straits, Tehran shows no signs of compromise,...

US-Iran military strikes on pause for now, Trump considers negotiations but concerns over depleting defensive assets remain, risking Gulf...