Oil & Gas Markets

Crude and gas prices and volatility, supply-demand balances, OPEC+ policy, strategic reserves, and energy-market disruption from geopolitical events.

The Strait of Hormuz controls 20% of global oil — its disruption rewrites inflation, rates, and tech multiples overnight

By KAPUALabs

/ 16 Aug 2026

Diplomacy removes the geopolitical premium; escalation compresses multiples. Two paths, one catalyst, asymmetric risk.

By KAPUALabs

/ 16 Aug 2026

Oil volatility, tightening electricity markets, and the cost of firm power could pressure AI-infrastructure margins and long-duration valuations.

By KAPUALabs

/ 15 Aug 2026

How soaring oil prices from U.S.-Iran tensions are altering Fed policy, bond yields, and the outlook for growth stocks.

By KAPUALabs

/ 15 Jul 2026

From oil price surges to semiconductor shortages, the crisis exposes Meta's deep dependence on stable energy flows and consumer spending.

By KAPUALabs

/ 14 Jul 2026

From the February 2026 escalation to the July normalization, we chart the geopolitical premium’s rise and fall and its lasting market implications.

By KAPUALabs

/ 14 Jul 2026