"This is a system shock," says Nigel Green, CEO of deVere Group. "You have a material energy supply disruption and a structural shift toward fragmentation."
The sharp decline in oil prices following the announcement played a key role in lifting sentiment. Lower energy costs could help ease inflation pressures and support both consumer demand and corporate margins.
Oil and gas companies have had their North Sea profits all but wiped out by a punitive energy profits levy that has made the UK virtually uninvestable.
High-yield dividend stocks offer liquidity that real estate and private credit cannot. You can add to a position, trim it, or exit entirely without a closing attorney or redemption window.
Berkshire Hathaway disclosed ownership of 5,065,744 shares of the New York Times, valued at approximately $351.7 million, marking its return to media investing after exiting its newspaper portfolio in 2020.
Net investment income per share has not covered the quarterly distribution for at least four consecutive quarters. Q1 2026 NII came in at $0.27 per share against a declared distribution of $0.3075.
Instead of trying to predict whiplashing oil prices, consider investing in energy ETFs like the Invesco WilderHill Clean Energy ETF and First Trust North American Energy Infrastructure. These ETFs provide exposure to sectors such as pipelines and shipping, independent of oil price fluctuations.
Tribeca Global Natural Resources reported a sharp turnaround in performance for the half-year to 31 December 2025, moving from a loss a year earlier to revenue of $118.6 million and profit after tax attributable to members of $69.5 million. Earnings per share rose to $0.90, net tangible assets per share increased markedly, and the board declared a fully franked interim dividend of $0.05 per share.
When oil prices surge with this magnitude and speed, inflation doesn't just increase gradually; it accelerates rapidly. Energy costs are embedded in every supply chain. A sustained increase towards $90 for Brent crude fundamentally alters the inflation outlook, forcing a re-evaluation of interest rate expectations.
