SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is experiencing intense volatility as traders react to contradictory signals regarding the Iran conflict, with markets weighing optimistic peace deal rumors against reports of continued military escalation and supply chain disruptions. The community remains deeply divided, with many actively debating whether the current price action represents a speculative bubble prone to a sharp correction or a sustained rally driven by real-world constraints on the Strait of Hormuz.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is currently experiencing significant price volatility, driven by a combination of broader market anxiety regarding the geopolitical situation in Iran and high-frequency trading activity around the upcoming SpaceX IPO narrative. The community remains deeply polarized, with bulls pointing to the proximity of the BlueBird launch and strategic institutional partnerships as catalysts for a potential reversal, while bears are focusing on technical breakdowns, production delays, and negative price momentum to justify their short positions.

SPDR S&P 500 ETF TRUST - Units of undivided interest in SPDR Trust Series 1

The S&P 500 is experiencing heightened volatility and selling pressure as market participants react to geopolitical instability and shifting rhetoric surrounding the Iran conflict, fueling concerns over energy prices and broader economic growth. Community sentiment is deeply polarized, with many investors debating whether this price action represents a capitulation, a bear trap, or a structural correction while closely monitoring the potential for further military escalation.

Invesco QQQ Trust Series 1 - Units of beneficial interest

QQQ is experiencing intense volatility as traders react to President Trump's recent address, which signaled an escalation in military operations against Iran rather than the ceasefire market participants had hoped for. The community is sharply divided, with bulls trapped in 'fake-out' rallies while bears argue that persistent geopolitical uncertainty and the potential for a prolonged ground conflict will keep energy prices elevated and pressure tech valuations.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently the focal point of intense market sentiment as investors weigh volatile geopolitical headlines against high-stakes Q1 delivery expectations. Community discourse is sharply divided between bulls banking on a delivery beat and AI-driven growth, and bears highlighting potential margin compression, regulatory headwinds, and the broader risks of a tech-heavy portfolio in a cooling demand environment.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending following the announcement of a new contract from a NATO ally for its Black Widow drones, sparking intense debate among community members regarding the company's long-term contract visibility versus ongoing volatility and dilution concerns. Investors are actively discussing the stock's role in the broader defense sector, with many focused on how recent strategic partnerships and government procurement trends might impact future growth.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Direxion Daily Semiconductor Bear 3X Shares (SOXS) is trending as traders debate the sustainability of the semiconductor sector's prolonged rally amidst ongoing geopolitical tensions and high oil prices. While some community members are betting on a major correction, arguing that AI-driven valuation expansion is reaching a breaking point, others warn against shorting an essential industry during a cycle where hardware demand remains a critical component of national security.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is experiencing intense market volatility and community debate as investors react to the President's upcoming address regarding the ongoing Middle East conflict. The discussion is sharply polarized, with traders expressing concerns over potential market-moving policy shifts and geopolitical instability, while many in the community are actively debating the broader economic impacts of the administration's current military strategy.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is experiencing intense market interest following reports that Amazon is in advanced talks to acquire the satellite telecommunications firm, sparking a potential bidding war against competitors like SpaceX. The community is actively debating the strategic value of Globalstars unique spectrum and its existing partnership with Apple, which adds significant complexity to any potential buyout.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares (SOXL) is experiencing extreme volatility driven by shifting geopolitical headlines surrounding the ongoing conflict in the Middle East and concerns over semiconductor supply chains. The community remains deeply divided, with some traders actively scaling into long positions to capitalize on oversold conditions, while skeptics warn of potential bull traps and argue that the broader structural trend remains bearish.

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<ul class="summary-bullets"><li>BATL jumped 42%, TPET gained 18%, EONR rose 17%, INDO advanced 6%, and USO climbed 7% in premarket trading.</li><li>Brent crude traded near $108 per barrel and WTI hovered around $106.</li><li>Trump said the U.S. would hit Iran “extremely hard” over the next two to three weeks and suggested the strait would reopen only after the war ends.</li></ul>Major oil stocks and index funds surged in premarket trading on Thursday as crude surged following U.S. President Donald Trump’s warning of intensified strikes on Iran, dimming hopes for a near-term reopening of the Strait of Hormuz.<a href="https://stocktwits.com/symbol/BATL">Battalion Oil (BATL)</a> rocketed 42%,&nbsp;<a href="https://stocktwits.com/symbol/TPET">Trio Petroleum (TPET)</a> jumped 18%,&nbsp;<a href="https://stocktwits.com/symbol/EONR">EON Resources (EONR)</a> gained 17%,&nbsp;<a href="https://stocktwits.com/symbol/INDO">Indonesia Energy (INDO)</a> rose 6%, and the&nbsp;<a href="https://stocktwits.com/symbol/USO">United States Oil Fund</a> (USO) advanced 7% in premarket trading.<h2 class="st-heading-2">Oil Rises Above $105 As Hormuz Risks Persist</h2>Brent crude traded near $108 per barrel and West Texas Intermediate hovered around $106 after U.S. President Donald Trump warned the conflict with Iran would intensify. In a late-night White House address, he said the U.S. would hit Iran “extremely hard” over the next two to three weeks and added the Strait of Hormuz would reopen “naturally” once the war ends, without giving a timeline.&nbsp;Crude had eased earlier this week on hopes of a near-term resolution, but the latest remarks revived concerns about prolonged hostilities and possible strikes on Iranian energy infrastructure, even as Trump said the conflict was “very close” to completion.The effective closure of Hormuz continues to restrict flows of crude, gas and refined fuels, keeping Brent more than 40% above pre-war levels and sustaining inflation worries. Trump also warned the U.S. could “blow up Iranian infrastructure, including power plants,” if transit through the strait is not restored.Meanwhile, the UAE has joined calls for the UN to authorize action to reopen the route, while China and Pakistan urged safeguards for shipping. Iran said it would not reopen the waterway under pressure, with Foreign Minister Abbas Araghchi saying Tehran and Oman would decide its future. The Islamic Revolutionary Guard Corps also dismissed Washington’s stance as “absurd displays.”<h2 class="st-heading-2">Analysts See Path Toward $110 Oil</h2>Analysts said the latest escalation signals reinforce near-term upside risks for crude, even if shipping disruptions eventually ease. Trump’s threat is “injecting fresh uncertainty into energy markets,” two members of ING Group’s commodities strategy team said in a note. They added that even if shipping through the Strait of Hormuz resumes, a return to pre-war market conditions is likely to be slow as upstream production restarts, logistics normalization and inventory rebuilding take time, WSJ&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/finance/commodities-futures/oil-falls-on-prospects-of-quick-end-to-u-s-iran-conflict-2c9609d3">noted</a>.Meanwhile, analysts at online trading platform&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://xs.com">XS.com</a> said oil could “easily top $110 a barrel again in the near term,” noting that traders appear to be building positions in anticipation of further supply disruptions following Trump’s comments. They added that the market has yet to fully price in the risk of a broader Middle East escalation and that near-term upside risks outweigh downside&nbsp;risks.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://xs.com">XS.com</a> also said that the medium-term outlook is more balanced, as expectations for further Federal Reserve interest-rate increases could strengthen the dollar and pressure commodities priced in the currency. They said crude’s trajectory beyond the immediate conflict will depend on how the global economy absorbs the impact of tighter financial conditions.<h2 class="st-heading-2">How Do Retail Traders Feel About Energy Stocks?</h2>On Stocktwits, retail sentiment on USO, TPET and EONR was ‘bearish’, with message volume ‘normal’, ‘extremely low’ and ‘low’, respectively. Sentiment on INDO was ‘extremely bearish’ with ‘extremely low’ message volume, while BATL stood out as ‘bullish’ amid ‘normal’ activity.Over the past year, BATL surged 187%, while USO and EONR each gained 61%. INDO rose 18%, while TPET declined 52%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/liberation-day-tariffs-one-year-ge-de-mmm-stocks/cZ7xNdYRIFD">One Year After Trump’s ‘Liberation Day’ Tariffs, GE And Deere Emerge As Only Big Manufacturing Winners</a>

U.S. President Donald Trump speaks during a ceremony for newly sworn-in U.S. Secretary of the Department of Homeland Security Markwayne Mullin at the White House on March 24, 2026 in Washington, DC. (Photo by Chip Somodevilla/Getty Images)

USO, BATL, TPET Jump Premarket After Trump Says Hormuz Will Reopen ‘Naturally’ Without Timeline: Analysts See Oil Topping $110 Again

The closure of Hormuz has kept Brent more than 40% above pre-war levels, sustaining concerns about inflation and energy supply risks.

Equity

<ul class="summary-bullets"><li>BATL surged 245%, EONR 116% and USO 84% in the latest quarter, each posting record quarterly gains.</li><li>Brent crude slipped below $100 and WTI traded near $97 after Trump signaled the U.S. could exit the Iran conflict within two to three weeks.</li><li>Analysts said the war premium is easing but warned global supply deficits and disrupted shipping flows could keep crude markets tight for weeks or months.</li></ul>Major oil stocks and index funds traded lower in premarket trading on Wednesday as crude retreated below $100 after U.S. President Donald Trump signaled that the Iran conflict may end within weeks, easing war-premium fears even with the Strait of Hormuz still largely shut.<a href="https://stocktwits.com/symbol/BATL">Battalion Oil (BATL)</a> declined 11%, <a href="https://stocktwits.com/symbol/EONR">EON Resources (EONR)</a> dropped 9%, <a href="https://stocktwits.com/symbol/TPET">Trio Petroleum (TPET)</a> fell 6%, <a href="https://stocktwits.com/symbol/INDO">Indonesia Energy (INDO)</a> lost 4%, while the <a href="https://stocktwits.com/symbol/USO">United States Oil Fund (USO)</a> slipped 3% in premarket trading.Over the latest quarter, BATL surged 245%, EONR rose 116% USO gained 84%, with each stock marking&nbsp;its best quarter on record. INDO advanced 74%, its strongest quarterly performance since June 2024, while TPET fell 13%, extending its fourth straight quarter of declines.<h2 class="st-heading-2">Crude Slides Despite Ongoing Hormuz Disruptions</h2>Brent crude slipped below $100 a barrel, while West Texas Intermediate traded around $97 after Trump said the U.S. could leave Iran within two to three weeks and indicated that an agreement with Tehran may be reached but was not necessary for the conflict to end.&nbsp;Oil futures closed the first quarter with record gains, with West Texas Intermediate rising $43.96 per barrel, or 77%, its biggest dollar increase on record and biggest gain since the second quarter of 2020. Brent crude climbed $57.50, or 94% in the quarter,&nbsp;also marking its largest dollar gain on record and its steepest percentage gain since the third quarter of 1990.The president is scheduled to address the nation at 9 p.m. ET to provide an update, according to White House Press Secretary Karoline Leavitt.The effective closure of the strait has choked off supplies of crude oil and gas to global markets and raised concerns about renewed inflationary pressure, with U.S. gasoline prices topping $4 per gallon for the first time since August 2022.Iranian Foreign Minister Abbas Araghchi said Tehran had received messages from the U.S. Middle East envoy but that no formal negotiations were underway, while the country has insisted on maintaining sovereignty over the strategic waterway. Trump said the U.S. could leave responsibility for reopening the chokepoint to other countries.Meanwhile, the UAE has urged the U.S. and military in Europe and Asia to form a coalition to reopen the Strait of Hormuz by force and is prepared to support such an operation, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/middle-east/uae-iran-war-strait-of-hormuz-9836ecbb">report</a> by The Wall Street Journal. China and Pakistan also called for an immediate ceasefire and safeguards for shipping through the waterway.<h2 class="st-heading-2">War Premium Starts To Ease, But Supply Risks Persist</h2>Spartan Capital said, “I think the oil market is going to dictate the end of this war,” warning that if crude climbs to $125 or $130 and stays there, “it’s going to cause havoc for the economy.” He added that even unconfirmed signals about a possible timeline for the conflict are already weighing on prices, WSJ&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/finance/commodities-futures/oil-rises-amid-ongoing-middle-east-tensions-9d9c9218">noted</a>.Forex.com said the relief move in crude may prove temporary. “Until the Strait of Hormuz remains effectively shut for the U.S. and its allies, the global energy shock is not going to go away.”&nbsp;Meanwhile, Societe Generale expects a global oil supply deficit of 8.75 million barrels per day to persist through April even if hostilities ease by mid-month, saying Gulf producers must restore output, tankers must move barrels to refining hubs and infrastructure such as compressors and treatment plants must be brought back online. However, the firm noted that the process could take weeks to several months.IG said any de-escalation is unlikely to quickly restore flows through Hormuz, which keeps the market tight and limits downside in crude.Priyanka Sachdeva, senior market analyst at Phillip Nova, said markets are already shifting from panic-driven buying toward more tactical positioning. “The market has already priced in major geopolitical risks,” she said, adding that further upside now depends on actual supply losses rather than threats alone.<h2 class="st-heading-2">How Do Retail Traders Feel About Energy Stocks?</h2>On Stocktwits, retail sentiment around oil was mostly negative, with USO, TPET and EONR showing ‘bearish’ sentiment amid ‘normal’ to ‘low’ message volume, while INDO registered ‘extremely bearish’ sentiment alongside ‘extremely low’ activity. BATL, however, stood out with ‘bullish’ sentiment amid ‘high’ message volume.Over the past year, BATL surged 200%, EONR rose 73%, USO gained 64% and INDO advanced 24%, while TPET declined 50%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-rises-premarket-q1-deliveries-eyed-for-break-in-2-year-delivery-slump/cZ7Hh17RIni">Tesla Stock Rises Premarket: All Eyes On Q1 Delivery Print As Investors Look For Signs Of Break In 2-Year Delivery Slump</a>

A crane ship helps other vessels searching for oil and natural gas near the oil platform offshore the Red Sea in Ras Behar region, Egypt.

USO, BATL, EONR Slide Premarket After Record Quarter As Trump Signals Iran Exit Timeline: Analysts Say Oil Risks Still Linger

Oil still logged historic quarterly gains, with WTI up 77% and Brent up 94%, their biggest dollar increases on record.

<ul class="summary-bullets"><li>Officials reportedly said reopening the chokepoint could extend the conflict beyond a four- to six-week timeline, with allies potentially taking the lead in restoring shipping access.</li><li>The USS Tripoli, the 31st Marine Expeditionary Unit and elements of the 82nd Airborne entered the region, with up to 10,000 additional troops under consideration.</li><li>U.S. gasoline prices stood at $3.99 per gallon and diesel at $5.25 per gallon, underscoring ongoing pressure from disruptions in the Middle East.</li></ul>Major oil stocks and index funds traded lower in overnight trading heading into Tuesday as crude eased after reports that U.S. President Donald Trump is prepared to end military operations against Iran, even with shipping through the Strait of Hormuz still restricted.<a href="https://stocktwits.com/symbol/TPET">Trio Petroleum (TPET)</a> fell about 5%,&nbsp;<a href="https://stocktwits.com/symbol/BATL">Battalion Oil (BATL)</a> declined roughly 3%,&nbsp;<a href="https://stocktwits.com/symbol/EONR">EON Resources (EONR)</a> dropped around 3%, the&nbsp;<a href="https://stocktwits.com/symbol/USO">United States Oil Fund (USO)</a> slipped about 2%, while&nbsp;<a href="https://stocktwits.com/symbol/INDO">Indonesia Energy (INDO)</a> lost nearly 2%.<h2 class="st-heading-2">Crude Eases Amid Signs Of Iran War Wind-Down</h2>Global benchmark Brent crude fell about 0.82% to $111.85 a barrel, while West Texas Intermediate declined roughly 0.62% to $102.24 after The Wall Street Journal reported, citing administration officials, that Trump is willing to wind down military operations against Iran even if the Strait of Hormuz remains largely closed.Officials reportedly said reopening the chokepoint could extend the conflict beyond the administration’s expected four-to-six-week timeline, with Washington instead aiming to complete strikes on Iran’s naval and missile capabilities before shifting responsibility for restoring shipping access to allies. The Strait typically carries roughly one-fifth of global oil flows, and traffic slowed sharply after Iran mined the waterway and threatened tankers.Meanwhile, the USS Tripoli, the 31st Marine Expeditionary Unit, and elements of the 82nd Airborne Division have entered the region, with officials also apparently considering deploying up to 10,000 additional troops and a possible operation to secure Iran’s enriched uranium stockpile.<h2 class="st-heading-2">Oil War Premium Starts To Fade</h2>Stephen Innes, managing partner at SPI Asset Management, said “the U.S. stepping back from physically reopening the artery means the market now has to price a world where the blockage lingers, but the war premium fades at the margin,” according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.tradingview.com/news/DJN_SN20260330016746:0/">report</a> from MarketWatch.&nbsp;Meanwhile, Tim Waterer, chief market analyst at KCM Trade, said an end to hostilities would support sentiment, but risks tied to disruption in the Strait remain significant. “The short-term view is that an end to the war would be a welcome development,” Waterer said. “But if the Strait of Hormuz remains closed, this leaves global energy markets susceptible to further supply disruptions,” Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-30/stock-market-today-dow-s-p-live-updates">noted</a>.Garfield Reynolds of MLIV said “investors are seriously leaning into hopes for a path toward peace,” adding that now optimism is triumphing in the “short term at the least.” On the other hand, Dilin Wu, strategist at Pepperstone, said it was “premature” to read the latest headlines as a sign that the conflict is ending.<h2 class="st-heading-2">Fuel Prices Stay Elevated Nationwide</h2>Patrick De Haan, petroleum analyst at GasBuddy, said the most common gasoline price in the U.S. stood at $3.99 per gallon, up $0.3 from the prior week, while the national median price was $3.79 per gallon.California recorded the highest average gasoline price at $5.82, followed by Hawaii at $5.41 and Washington at $5.27, while Oklahoma posted the lowest average at $3.21, ahead of Kansas at $3.25 and Nebraska at $3.27.&nbsp;Diesel prices also remained elevated, with the national median reaching $5.25 per gallon, up $0.26 from the prior week, reflecting continued pressure across refined product markets as shipping disruptions in the Middle East ripple through global supply chains.<h2 class="st-heading-2">How Do Stocktwits Users Feel About Energy Stocks?</h2>On Stocktwits, retail sentiment toward USO was ‘neutral’ amid ‘normal’ message volume, while INDO and TPET drew ‘extremely low’ message volume with sentiment ‘extremely bearish’ and ‘bearish’, respectively. BATL saw ‘extremely bullish’ sentiment amid ‘high’ message volume, whereas EONR reflected ‘bearish’ sentiment with ‘low’ message volume.Over the past year, BATL surged about 325%, EONR climbed roughly 99%, USO gained around 74%, and INDO rose about 39%, while TPET declined nearly 38%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-sp500-nasdaq-futures-rise-trump-iran-war-wind-down-uso-mu-tsla-nke-intc/cZEPiuMRINs">Dow, S&amp;P 500, Nasdaq Futures Flip Higher After Trump Signals Iran War Wind-Down: Why USO, MU, TSLA, NKE, INTC Are Trending</a>

USO, BATL, TPET Slide Overnight On Signs Iran Crisis May Be Ending: Analysts Say War Premium Fading, But Supply Risks Remain

Analysts said markets are pricing a fading war premium but warned supply risks remain if Hormuz stays constrained.

<ul class="summary-bullets"><li>Brent climbed as much as 3.7% to $116.75, staying on track for a record monthly gain after a 60% surge in March, while WTI briefly moved above $100.</li><li>The escalation followed Houthi missile launches toward Israel and Iran’s restrictions on traffic through the Strait of Hormuz.</li><li>The U.S. reportedly deployed additional troops to the region, while talks around securing enriched uranium from Iran raised concerns about potential deeper military involvement.</li></ul>Major oil stocks and index funds traded higher early Monday as crude surged after Iran-backed Houthi militants entered the Middle East conflict and additional U.S. troops moved into the region, raising fears the widening war could further disrupt global energy supplies.Battalion Oil (BATL) surged over 7%, EON Resources (EONR) gained about 2%, Trio Petroleum (TPET) rose roughly 1%, the United States Oil Fund (USO) added about 1%, while Indonesia Energy (INDO) edged marginally lower.<h2 class="st-heading-2">Brent Tops $116 As Middle East War Escalates</h2>Global benchmark Brent crude climbed as much as 3.7% to $116.75 a barrel and remained on track for a record monthly gain after rising about 60% in March. West Texas Intermediate briefly traded above $100 before trimming gains.The move followed missile launches by Yemen’s Iran-backed Houthi militants toward Israel over the weekend. The group said it would “continue operations” until attacks on Iran and its proxy forces cease, opening a new front in a conflict now in its fifth week.Iran has also restricted most traffic through the Strait of Hormuz, which previously carried roughly 15 million barrels per day of crude and about 5 million barrels per day of refined products. U.S. President Donald Trump said Tehran allowed additional tankers to pass as a goodwill gesture. Trump also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/3bd9fb6c-2985-4d24-b86b-23b7884031f5?syn-25a6b1a6=1">told</a> the Financial Times that he wants to “take the oil in Iran” and could target the Kharg Island export hub.<h2 class="st-heading-2">Ground Operation Risks Grow In Iran War</h2>The U.S. has reportedly ordered thousands of additional troops into the region, raising concerns about a possible ground operation. Washington is also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/politics/national-security/trump-weighs-military-operation-to-extract-irans-uranium-37427c8b">apparently</a> weighing a plan to extract nearly 1,000 pounds of enriched uranium from Iran, a move that could place U.S. forces inside the country for days and potentially extend the conflict timeline.Meanwhile, the Houthis’ entry into the conflict introduces fresh risks to Red Sea shipping and to cargo flows routed through Saudi Arabia’s Yanbu export system, an increasingly important bypass following disruptions to the Strait of Hormuz. Israel’s Channel 12 separately reported Israeli troops would not participate if the United States launches a land operation inside Iran.<h2 class="st-heading-2">Bonds Gain Appeal As Oil Surge Continues</h2>Ole Hansen of Saxo Bank&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Ole_S_Hansen/status/2038517368104550592">said on X</a> that markets are starting to shift from reacting mainly to an inflation shock toward pricing a broader slowdown risk, with the change “beginning to lend support to both bonds and gold.”First Abu Dhabi Bank said the duration of the conflict will be critical for the macro outlook, warning that “the longer and more protracted the conflict is, the more structurally damaging and hawkish it will surely be for the macroeconomic outlook.” However, the bank still sees scope for a “short-term stagflation environment” if fighting eases in the coming weeks, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.tradingview.com/news/DJN_DN20260330000955:0/">report</a> by Dow Jones Newswires.Meanwhile, LBBW said disruptions across energy markets could trim growth on both sides of the Atlantic by roughly 0.25 percentage points this year. Morgan Stanley said recent moves in inflation swaps already “reflect increasing downside risks to growth,” adding that those risks would likely rise further if energy prices continue climbing.Pimco said high-quality bonds are again becoming attractive portfolio stabilizers, noting that “this is a practical moment to consider rebalancing” for portfolios heavily tilted toward equities.<h2 class="st-heading-2">How Do Stocktwits Users Feel About Energy Stocks?</h2>On Stocktwits, retail sentiment was mostly ‘bearish’ among energy stocks, with USO and EONR seeing ‘low’ message volume and INDO and TPET registering ‘extremely low’ activity. BATL stood out with ‘bullish’ sentiment and ‘normal’ message volume.Over the past year, BATL has surged about 382%, followed by EONR up roughly 127%, USO up around 61%, and INDO up about 46%, while TPET has declined by nearly 33%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mark-cuban-roasts-elon-musk-work-will-be-optional-spacex-ipo-grok/cZER14cRIZ1">Will SpaceX IPO Prospectus Be Written By Grok? Mark Cuban Roasts Elon Musk Over His ‘Work Will Be Optional’ Claim</a>

Over the past year, BATL has surged about 382%, followed by EONR up roughly 127%, USO up around 61%, and INDO up about 46%, while TPET has declined by nearly 33%. (Photo credit: Getty Images)

USO, BATL, EONR Jump Premarket As Brent Tops $116 After Houthis Enter War: Morgan Stanley Flags ‘Increasing Downside Risks To Growth’

Analysts said markets are shifting from inflation concerns toward growth risks, with some noting that the shock is beginning to support bonds and gold.

<ul class="summary-bullets"><li>BATL rose over 10% premarket, USO gained about 2%, TPET added nearly 2%, while INDO slipped over 1% and EONR fell about 1%.</li><li>Brent is on track for a record monthly gain in March, up about 51%, as the near-closure of the Strait of Hormuz disrupted global energy flows.</li><li>Trump extended by 10 days the deadline for strikes on Iran’s energy infrastructure, pushing the timeline for potential action to April 6.</li></ul>Major oil stocks and index funds traded mostly higher in premarket trading on Friday as crude pushed higher with traders bracing for the Iran war potentially stretching into April and attacks continuing across the Middle East.Battalion Oil (BATL) rose over 10% in premarket trading, while the United States Oil Fund (USO) gained about 2% and Trio Petroleum (TPET) added nearly 2%. Indonesia Energy (INDO) slipped over 1%, while EON Resources (EONR) fell about 1%.<h2 class="st-heading-2">Brent Nears Record Monthly Gain</h2>Global benchmark Brent climbed toward $110 a barrel after erasing an early drop, while West Texas Intermediate traded near $95, as traders weighed U.S. President Donald Trump’s decision to extend by 10 days a deadline for potential strikes on Iran’s energy infrastructure, prolonging uncertainty over the course of the conflict into next month.Brent is now on pace for a record monthly gain in March, having surged about 51% so far this month as the war between the U.S., Israel and Iran has rocked the oil-rich Middle East. The near-complete closure of the Strait of Hormuz has severely restricted flows of energy vital to the global economy, sending crude and refined-product prices higher.<h2 class="st-heading-2">Regional Attacks Keep Oil Markets On Edge</h2>Meanwhile, attacks continued across the region on Friday, with Israel striking Iran’s primary missile and sea-mine production facility in Yazd, Kuwait reporting drone damage at Shuwaikh port, and Saudi Arabia intercepting drones in its eastern region.Trump extended by 10 days the deadline for potential strikes on Iranian energy sites to April 6, allowing more time for diplomacy while the U.S. builds forces in the region, including Marine Expeditionary Units and elements of the Army’s 82nd Airborne Division. The Pentagon is also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/livecoverage/iran-war-us-israel-news-updates/card/trump-weighs-sending-another-10-000-ground-troops-to-the-middle-east-v1OhoXwv55BiCg7MAmim">reportedly</a> considering sending up to 10,000 additional troops.Trump said Iran allowed 10 oil tankers to pass through the Strait of Hormuz as a goodwill gesture. Before the conflict, the waterway carried roughly 15 million barrels per day of crude and about 5 million barrels per day of refined products.<h2 class="st-heading-2">Risk Premium Holds In Oil Markets</h2>Commerzbank said the latest extension has reduced immediate escalation risks but has not increased expectations for a near-term deal. “The muted market reaction in Asia underscores that a deal over the next 10 days has not become more likely with Trump just seen buying time to deploy more troops,” he said.Sucden Financial said the “risk premium” in energy markets remains firmly intact on the back of continued strikes and no progress on reopening the Strait of Hormuz.<h2 class="st-heading-2">Macquarie Flags $200 Oil Scenario</h2>Macquarie Group said the duration of the conflict remains the key driver for oil’s trajectory. The bank estimates a 60% probability the war could finish by the end of March, but sees 40% odds of a longer conflict potentially lasting through June. A prolonged disruption scenario could drive oil to $200 per barrel if the Strait of Hormuz remains closed, the bank said.“If the strait were to stay closed for an extended period, prices would need to move high enough to destroy an historically large amount of global oil demand,” Macquarie said.&nbsp;<h2 class="st-heading-2">What Is The Retail Mood On Stocktwits?</h2>On Stocktwits, retail sentiment for USO was ‘bearish’ amid ‘normal’ message volume, for INDO and TPET was ‘bearish’ amid ‘extremely low’ message volume, for EONR was ‘bearish’ amid ‘low’ message volume, while BATL saw ‘bullish’ sentiment amid ‘high’ message volume.Over the past year, BATL surged about 360%, USO gained 55%, INDO rose 40%, EONR roughly doubled, while TPET fell 46%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rckt-stock-jumps-premarket-fda-approves-first-gene-therapy-lad-i/cZ3uxWdRIlY">RCKT Stock Jumps Over 10% Premarket: FDA Approves Its First Gene Therapy For Rare Childhood Immune Disease</a>

The Brent crude oil price chart is displayed on a smartphone screen placed on a reflective surface onto which an Iranian flag is projected. (Photo by Samuel Boivin/NurPhoto via Getty Images)

USO, BATL, TPET Rise Premarket As Brent Eyes Record Month – Macquarie Flags $200 Oil Risk If Iran Conflict Drags

Regional attacks continued, including Israeli strikes in Yazd, drone damage at Kuwait’s Shuwaikh port, and interceptions in Saudi Arabia’s eastern region.

<ul class="summary-bullets"><li>BATL jumped 8%, USO gained 3%, EONR and TPET added 3% each, while INDO rose over 1% in premarket trading.</li><li>Oil is on track for its biggest monthly gain since 1990 after the near-total disruption of the Strait of Hormuz removed millions of barrels per day from global supply.</li><li>The U.S. continued its diplomatic outreach even as 5,000 Marines and an additional 82nd Airborne personnel were deployed, and tanker security risks persisted.</li></ul>Major oil stocks and index funds climbed in premarket trading on Thursday as crude rebounded after conflicting signals from Washington and Tehran on efforts to end the war that has shuttered the Strait of Hormuz and choked off large volumes of global oil supply.Battalion Oil (BATL) rose about 8% in premarket trading, while the United States Oil Fund (USO) gained roughly 3%. EON Resources (EONR) and Trio Petroleum (TPET) each added around 3%, while Indonesia Energy (INDO) advanced more than 1%.<h2 class="st-heading-2">Oil Heads For Biggest Monthly Gain Since 1990</h2>Brent crude climbed toward $105 per barrel after falling more than 2% on Wednesday, while West Texas Intermediate traded near $93, as Tehran rejected U.S. diplomatic overtures and instead pushed conditions including sovereign control over the Strait of Hormuz. Iran’s parliament is also reportedly preparing legislation that would charge security transit fees for vessels passing through the waterway.The global benchmark is now on track for its largest monthly gain since 1990, as the near-total closure of the Strait of Hormuz has removed millions of barrels per day from global supply and sent product prices from diesel to jet fuel sharply higher.<h2 class="st-heading-2">Hormuz Risks Deepen Despite Diplomatic Signals</h2>U.S. President Donald Trump said the U.S. remains in talks with Tehran and hopes to end the conflict “in the coming weeks,” even as Iran rejected proposals and continued setting conditions tied to control of the waterway.The Pentagon has reportedly ordered the deployment of two Marine Expeditionary Units, totaling roughly 5,000 troops, along with additional personnel from the 82nd Airborne Division.Press Secretary Karoline Leavitt said Trump “does not bluff and he is prepared to unleash hell,” while traders also monitored a separate escalation risk after a drone targeted a Turkish tanker carrying Urals crude near Istanbul.<h2 class="st-heading-2">Iran Pushes Transit Fees Amid Strike Risk</h2>MUFG said, “While the U.S. continues to push for negotiations, Iran has rejected proposals and is considering imposing transit fees on vessels,” reinforcing Tehran’s grip over the critical shipping route.Deutsche Bank said the market’s attention is increasingly turning toward the end of Trump’s five-day postponement of potential strikes on Iranian energy infrastructure this weekend, warning that expectations for near-term de-escalation may be premature. The bank said a “big” factor behind the latest price rebound is Iran’s continued rejection of U.S. messages about progress toward a ceasefire.<h2 class="st-heading-2">Barclays Flags Historic Oil Supply Risk</h2>Barclays said a prolonged closure of the Strait of Hormuz could remove 13 million to 14 million barrels per day from global supply, calling the disruption the largest geopolitical shock to energy markets since the 1990 Gulf War, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/energy/barclays-sees-1314-million-bpd-oil-supply-loss-prolonged-hormuz-disruption-2026-03-26/">reported</a>.The bank said supply elasticity is structurally weaker than during past shocks, with OPEC+ spare capacity under-delivering and non-OPEC production growth steadily decelerating after years of under-investment, increasing the market’s sensitivity to disruption.The International Energy Agency estimates global oil demand this year at roughly 104-105 million barrels per day, underscoring the scale of the imbalance if flows through the Strait of Hormuz remain constrained.Barclays said traffic through the Strait could normalize by early April in its base-case scenario, consistent with Brent averaging around $85 per barrel in 2026, but warned that disruptions lasting into late spring could push prices toward $110.How Did Stocktwits Users React?On Stocktwits, retail sentiment was ‘bearish’ for USO, INDO, TPET and EONR, with message volume ‘normal’ for USO, ‘extremely low’ for INDO and TPET, and ‘low’ for EONR, while BATL saw ‘neutral’ sentiment amid ‘low’ message volume.Over the past year, USO has gained 52%, INDO is up 35%, BATL has surged over 300%, and EONR has risen 71%, while TPET is down 41%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lunr-rklb-asts-slip-after-nasa-moon-rally-retail-traders-focus/cZ3rplKRIjF">LUNR, RKLB, ASTS Slip Premarket After NASA-Fueled Rally — What Retail Traders Are Watching Now</a>

A general view of the Port of Kharg Island Oil Terminal, 25 km from the Iranian coast in the Persian Gulf and 483 km northwest of the Strait of Hormuz, in Iran

USO, BATL, EONR Surge Premarket As Oil Heads For Biggest Gain In Over Three Decades — Barclays Flags Gulf War-Scale Risk

Barclays warned that disruptions in Hormuz could remove 13-14 million bpd, with Brent possibly rising toward $110 if the disruptions persist.

<ul class="summary-bullets"><li>BATL dropped nearly 6% after weaker production and revenue, partly tied to gas-treating facility curtailments, while USO fell about 4% and EONR declined 3%.</li><li>The U.S. deployed 2,000 troops from the 82nd Airborne Division even as diplomacy advanced and Hormuz disruptions persisted.</li><li>Iran signaled “non-hostile” vessels could still transit Hormuz, while missile strikes on Israel kept geopolitical risks elevated.</li></ul>Major oil stocks and index funds slipped in premarket trading on Wednesday after Washington advanced a new diplomatic proposal to end the Iran conflict, offsetting fresh troop deployments and ongoing disruption through the Strait of Hormuz.<a href="https://stocktwits.com/symbol/BATL">Battalion Oil (BATL)</a> fell nearly 10% in premarket trading, partly due to its recent weaker production and revenue, tied partly to temporary gas-treating facility curtailments. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/USO">United States Oil Fund (USO)</a> dropped about 5%,&nbsp;<a href="https://stocktwits.com/symbol/EONR">EON Resources (EONR)</a> declined 4%, and&nbsp;<a href="https://stocktwits.com/symbol/TPET">Trio Petroleum (TPET)</a> slipped over 6%.Brent crude fell as much as 7% toward $97 per barrel before trimming losses, while West Texas Intermediate traded near $89 after reports that the U.S. drafted a 15-point proposal aimed at ending the conflict with Iran. The proposal was reportedly delivered through Pakistan.<h2 class="st-heading-2">Hormuz Tensions Persist Despite Talks</h2>The diplomatic push came even as the Trump administration deployed about 2,000 troops from the 82nd Airborne Division while weighing options to ease Iran’s hold over the Strait of Hormuz. Oil later pared losses after Tehran launched fresh missile strikes on Israel and said prices would not return to earlier levels until threats against the country were removed.Trump’s stance has shifted rapidly in recent days, first threatening strikes if the strait was not reopened within 48 hours before extending the timeline by five days to allow talks. He also said Iran had offered a “present” tied to energy flows through the strait, while the White House pointed to a “newfound possibility of diplomacy” even as military operations continued.Iran told the International Maritime Organization that “non-hostile” vessels could still transit the waterway under its rules, even as Israel continued strikes across Tehran and China urged Iran to engage in negotiations with the United States “as soon as possible.”<h2 class="st-heading-2">Analysts Say War Premium Still Ebbing And Flowing</h2>Ole Hansen, head of commodity strategy at Saxo Bank,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Ole_S_Hansen/status/2036711794618532013">said on X</a> that the war risk premium “continues to ebb and flow,” but warned underlying tightness across commodities is increasing as earlier tanker shipments complete deliveries.Erste Group said the broader economic shock from the conflict could last longer than initially expected but remain manageable if shipping through Hormuz resumes soon, adding they expect transit through the strait to normalize “in the coming weeks.”On the other hand, Saxo Bank said markets may stabilize even before the conflict formally ends. “Wars rarely need to end before markets bottom,” the bank said. “Investors tend to move as soon as the probability of further escalation starts to fall.”Macquarie said expectations of a near-term ceasefire may be premature, noting the demands of both sides “seem unbridgeable” and prediction markets suggest a ceasefire may not come before late April.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, sentiment for USO, TPET, BATL and EONR remained ‘bearish’, with message volume ‘high’ for USO, ‘extremely low’ for TPET and BATL, and ‘normal’ for EONR.Over the past year, BATL has surged over 600%, EONR has gained 74% and USO has risen 53%, while TPET has declined 37%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/arm-stock-premarket-analyst-says-meta-capex-could-boost-revenue/cZ3YSpWRIST">ARM Stock Jumps Premarket: Analyst Says Tapping Even A Sliver Of Meta’s Capex Could Be A ‘Top-Line Changer’</a>

An offshore oil platform is seen at sunset on February 9, 2024 near Huntington Beach, California.

USO, BATL, TPET, EONR Slide Premarket: Analysts Say The Oil ‘War Premium’ Is Fading Amid Iran Diplomacy

Analysts said the war risk premium is still ebbing and flowing, with some expecting stabilization if escalation risks ease.

<ul class="summary-bullets"><li>Oil stocks rose premarket as Brent held above $102 and traders reassessed escalation risks tied to ongoing disruptions in the Strait of Hormuz.</li><li>Brent has surged about 40% this month as Gulf transit disruptions forced output cuts and raised fears of a widening global energy crunch.</li><li>Analysts said energy markets are tightening at a record pace, warning refined-product markets show the clearest signs of stress.</li></ul>Major oil stocks and index funds traded mixed in premarket trading on Tuesday as crude rebounded after Monday’s sharp selloff, with investors continuing to weigh escalation risks in the Middle East and persistent disruptions to flows through the Strait of Hormuz.<h2 class="st-heading-2">Small-Cap Oil Stocks Jump As Brent Holds Above $102</h2>The United States Oil Fund (USO) rose over 1% and Indonesia Energy (INDO) added nearly 1% in premarket trading on Tuesday, while Battalion Oil (BATL) dropped nearly 6%, EON Resources (EONR) fell about 3%, and Trio Petroleum (TPET) slipped over 1%.Brent crude traded above $102 per barrel, while U.S. benchmark West Texas Intermediate rose about 3%, recovering part of Monday’s roughly 11% decline after U.S. President Donald Trump delayed and threatened strikes on Iran’s energy infrastructure by five days, citing possible negotiations with Tehran. Iran denied talks were underway even as Israel continued attacks.Large-cap energy companies such as Chevron (CVX) and Halliburton (HAL) saw more muted moves as investors instead focused on smaller exploration-linked stocks that tend to react more sharply to short-term crude price swings and geopolitical risk.<h2 class="st-heading-2">Fuel Supply Risks Spread Beyond Middle East</h2>Brent has surged about 40% this month as hostilities involving the United States, Israel and Iran disrupted transit through the Strait of Hormuz, forcing Persian Gulf producers to cut millions of barrels of daily output and raising concerns about a widening global energy crunch.Chile is preparing fuel price increases, Japan ordered a review of its oil-product supply chain, Thailand raised diesel prices, China’s largest refiner prioritized domestic supply, and the Philippines warned that grounding aircraft due to jet-fuel shortages was a “distinct possibility.”Regional tensions also intensified after reports that U.S. allies in the Gulf were moving closer to joining military operations. Saudi Arabia told Washington it was prepared to strike Iran if its infrastructure were targeted, while the Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/middle-east/iran-gulf-states-offense-decision-b8d98ff9">reported</a> that Crown Prince Mohammed bin Salman was nearing a decision on whether to participate in attacks aimed at restoring deterrence.&nbsp;Iranian Deputy Speaker Ali Nikzad said the Strait of Hormuz would not return to normal conditions and ruled out negotiations with the United States, while gas facilities in Isfahan were struck in the latest escalation.<h2 class="st-heading-2">Saxo: Hormuz Disruption Driving Market Repricing</h2>Ole Hansen, head of commodity strategy at Saxo Bank,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Ole_S_Hansen/status/2036349803064406070">said on X</a> that crude rebounded after Monday’s slump as traders reassessed escalation risks tied to continued Hormuz disruption.“Global energy markets are tightening at a record pace amid the continued disruption to flows through the Strait of Hormuz,” Hansen said, adding that reports Saudi Arabia and the United Arab Emirates could join the conflict point to further escalation risk. He said the clearest signal of stress currently lies in refined-product markets rather than crude itself.“Crude’s relative resilience may come under increasing pressure as the initial buffer of elevated oil-on-water inventories continues to erode.”<h2 class="st-heading-2">War Premium Keeps Oil Above $100 Outlook</h2>Patrick De Haan, head of petroleum analysis at GasBuddy, said rising fuel prices across the U.S. reflect tightening supply conditions linked to disruptions in the Strait of Hormuz.“Gas prices continued to rise nationwide over the last week as seasonal factors, combined with ongoing supply concerns tied to the continued disruption in the Strait of Hormuz, pushed both gasoline and diesel prices sharply higher,” De Haan said. He added that the national average gasoline price could soon cross a key psychological threshold.Goldman Sachs said Monday’s selloff reflected a partial reassessment of disruption risk. “The market reaction likely reflects some retreat in the perceived risks of lengthy disruptions and of damage to energy assets,” the bank said.Despite the temporary pause in strike threats, analysts said the war premium remains embedded in crude markets. ANZ Research said supply losses have already tightened the global oil balance for the year.Oil prices are expected to remain above $100 per barrel in the near term, the firm said, adding that even if tensions ease, crude is unlikely to return to the $60-$70 range seen previously. ANZ expects oil to average above $90 per barrel in 2026 as disruptions continue reshaping the global supply outlook.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment toward USO was ‘bearish’ amid ‘high’ message volume, while INDO, TPET and BATL also saw ‘bearish’ sentiment amid ‘extremely low’ to ‘low’ message volume. Sentiment for EONR remained ‘neutral’ despite ‘high’ message volume.Over the past year, BATL has surged by over 700%, while USO rose by about 50%, EONR gained roughly 49%, and INDO advanced by around 37%. In contrast, TPET declined about 38% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

USO, INDO Rise Premarket In Choppy Trade As Hormuz Disruptions Persist: Analyst Says War Premium Keeping Oil Above $100

Small-cap explorers, including TPET, EONR, BATL and INDO outperformed large-cap energy names amid geopolitical supply concerns.

<ul class="summary-bullets"><li>TPET jumped 15%, EONR gained 13%, USO rose 4%, while BATL and INDO each added 3% in premarket trading on Monday.</li><li>Brent has surged over 50% since the escalation of the U.S.-Israel conflict with Iran in late February.</li><li>Analysts warned that floating storage buffers are shrinking and Hormuz disruptions could push prices higher still.</li></ul>Major oil stocks and index funds climbed in premarket trading on Monday as crude held near three-year highs after U.S. President Donald Trump gave Iran 48 hours to reopen the Strait of Hormuz or face strikes on power infrastructure, raising fears of deeper supply disruptions.Shares of Trio Petroleum (TPET) rose 15%, followed by EON Resources (EONR), which jumped 13%. The United States Oil Fund (USO) gained 4%, while Battalion Oil (BATL) and Indonesia Energy (INDO) each rose 3%.Brent crude traded above $113 per barrel, extending gains for a fifth straight session, while West Texas Intermediate hovered near $100.<h2 class="st-heading-2">Brent Surges Over 50% Since Iran Conflict Escalation</h2>Crude strengthened after Trump warned Iran to “fully open” the Strait of Hormuz within 48 hours or face strikes on power infrastructure, while Tehran said it would target key regional assets if attacks proceed.The conflict has now entered its 24th day, already lasting twice as long as a similar crisis last year involving the same parties. Since U.S. and Israeli strikes on Iran began in late February, Brent has surged more than 50%.Investors are also navigating mixed policy signals after Trump, shortly before issuing the ultimatum, said he was considering “winding down” U.S. military efforts, adding to uncertainty about the conflict's trajectory.<h2 class="st-heading-2">Analysts See Prolonged Gulf Supply Disruptions Ahead</h2>Ole Hansen, head of commodity strategy at Saxo Bank,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Ole_S_Hansen/status/2035983329137160546">said on X</a> that refined-product markets continue to highlight tightening supply conditions even as crude initially remained supported by floating storage accumulated earlier in the conflict. He added that the early supply buffer from oil stranded at sea “is now being steadily eroded.”Meanwhile, UBS said on Friday that uncertainty around reopening the Strait of Hormuz continues to signal expectations for prolonged supply disruptions from the Gulf region.The brokerage warned that even rerouting the pipeline may not fully offset the impact due to limited storage capacity, while tanker escorts through the Strait of Hormuz remain uncertain despite efforts by the U.S. and its allies. UBS said a planned 400-million-barrel strategic reserve release by OECD countries would likely offset only part of the disruption, especially as refinery output cuts in the Middle East begin affecting markets in Asia and Europe.UBS expects Brent to climb well above its $90 per barrel end of June forecast in the near term if supply disruptions through the Strait of Hormuz persist and scarcity fears intensify.<h2 class="st-heading-2">Hormuz Deadline: ‘Ticking Time Bomb’</h2>Barclays said threats targeting energy infrastructure highlight the risks of compounding the effects of supply disruptions across the region. “Reluctant diplomacy and the potential for ground troops could exacerbate the situation.”&nbsp;Meanwhile, IG Australia said Trump’s ultimatum has placed a “48-hour ticking time bomb of elevated uncertainty” over global markets. The firm added that strikes on Iran’s power grid could disrupt export terminals, pumping stations, and refinery operations, potentially making any blockade economically and politically unsustainable for Tehran.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for USO, INDO, TPET, and BATL remained ‘bearish’, with message volume ranging from ‘normal’ to ‘extremely low’. In contrast, sentiment for EONR was ‘bullish’ amid ‘high’ message volume.Over the past year, BATL has surged over 1,000%, while EONR, USO, and INDO gained 66%, 65%, and 47%, respectively. In contrast, TPET declined 27% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A MarineTraffic map showing ship movements in the Strait of Hormuz. Taken in Brussels, Belgium, on March 15, 2026. (Photo by Jonathan Raa/NurPhoto via Getty Images)

USO, TPET, EONR, INDO Jump Premarket: Analysts Call Trump's Hormuz Deadline A 'Ticking Time Bomb' For Oil Supply

Brent crude topped $113 as Trump issued a 48-hour ultimatum to Iran over the Strait of Hormuz.

<ul class="summary-bullets"><li>EONR led losses, down 6%, followed by BATL at 3%, while USO and TPET slipped 0.5%; INDO was the only gainer, rising 0.5%.</li><li>Brent crude eased toward $107, and WTI traded near $94, retreating from recent highs after signals of restraint from the U.S. and Israel and potential Iranian supply relief.</li><li>Analysts and economists said supply risks remain despite the pullback, with inflation pressures and rising recession concerns still in focus.</li></ul>Oil stocks fell in premarket trading on Friday as crude prices pulled back on easing Middle East tensions and potential supply relief, with JPMorgan warning that sustained high prices could still hit demand and earnings.Shares of&nbsp;<a href="https://stocktwits.com/symbol/EONR">EON Resources (EONR)</a> fell 6%, followed by&nbsp;<a href="https://stocktwits.com/symbol/BATL">Battalion Oil (BATL)</a>, which is down 3%. The&nbsp;<a href="https://stocktwits.com/symbol/USO">United States Oil Fund (USO)</a> slipped 0.5%, while&nbsp;<a href="https://stocktwits.com/symbol/TPET">Trio Petroleum (TPET)</a> also declined 0.5%.&nbsp;<a href="https://stocktwits.com/symbol/INDO">Indonesia Energy (INDO)</a> bucked the trend, rising 0.5%.Brent crude slipped toward $107 a barrel, while West Texas Intermediate traded near $94, easing from recent highs.<h2 class="st-heading-2">JPMorgan Warns Of Demand Hit At $110 Oil</h2>JPMorgan said markets may be underestimating the risk of a “negative transmission mechanism” from elevated oil prices, where prolonged disruptions weigh on GDP, demand and corporate revenues. The bank said if crude holds near $110, S&amp;P 500 earnings estimates could fall by 2% to 5%, adding that investors are assigning “a low probability” to a demand hit by assuming a quick resolution and reopening of the Strait of Hormuz, Investing&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/stock-market-news/jpmorgan-cuts-sp-500-target-flags-oil-shock-and-complacency-5298616">noted</a>.The warning comes as crude oil pulled back after U.S. and Israeli leaders signaled restraint following attacks on energy infrastructure. U.S. President Donald Trump said he is “not putting troops anywhere,” while Israel indicated it would refrain from further strikes on Iranian energy assets. European nations, Japan and Canada also signaled efforts to ensure safe passage through the Strait of Hormuz.Oil faced additional pressure after Treasury Secretary Scott Bessent said the U.S. could lift sanctions on Iranian oil already at sea, raising prospects of added supply.<h2 class="st-heading-2">Analysts Warn Supply Shock Still In Play</h2>Analysts said the decline in crude does little to resolve underlying tightness. Saxo Bank’s Head of Commodity Strategy Ole Hansen&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Ole_S_Hansen/status/2034881993066823806">warned on X</a> that “only a ceasefire and the reopening of the Strait of Hormuz are likely to prevent another tight supply-driven rally.” Hansen also said policy signals, including confirmation the U.S. is not considering an export ban, have helped narrow the WTI-Brent discount, though prices remain highly sensitive to developments around Hormuz.Meanwhile, Goldman Sachs said attacks on energy assets pose “significant risks for not just near-term oil exports from the region, but longer-term oil production capacity.”Swissquote strategist Ipek Ozkardeskaya said rising energy prices are pushing inflation higher while weighing on growth, adding that rate hikes are “only partially effective” in addressing supply-driven shocks.<h2 class="st-heading-2">Economists Flag Rising Recession Risks From Oil</h2>Economists echoed similar concerns on the macro outlook. A Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/economy/economist-survey-inflation-unemployment-3c3003b7">survey</a> showed expectations for higher inflation, with the impact on growth dependent on how long the oil shock persists. Some estimates suggest sustained elevated prices could significantly raise recession risks.Bernard Baumohl of the Economic Outlook Group said the U.S. economy has remained resilient but warned that “surging oil prices” and geopolitical tensions should not be taken lightly.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment was largely ‘bearish’ across stocks and ETFs including USO, TPET and BATL, with message volume remaining ‘low’ to ‘high’ across the group. INDO saw ‘neutral’ sentiment with ‘low’ activity, while EONR stood out with ‘extremely bullish’ sentiment accompanied by ‘extremely high’ message volume.Over the past year, BATL surged over 1,000%, EONR doubled, USO gained 62% and INDO rose 48%, while TPET declined 23%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A person fishes with offshore oil and gas platform Esther in the distance on January 5, 2025 in Seal Beach, California.

Energy Stocks Slide Premarket As Oil Retreats From Highs — JPMorgan Warns $110 Oil Could Slam S&P 500 Earnings

Oil stocks declined in premarket trading as crude prices pulled back on easing Middle East tensions and prospects of additional supply.

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