Energy · 1.2

Oil & Gas Exploration

Quantified news impact based on deduplicated, quality-reviewed events in a single 200-day window.

Average net impact+12weighted per event

Average gross impact30absolute weighted average

Events19same period

Confidence78%model average

Raw intensity63before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed0.1 / day

Concentration7%

Direction disagreement62%

Source independence100%13 sources

IMPACT TREND

200-day effective impact

Positive 10 · Negative 6 · Mixed 3

+120-12

15 Jan0 events

1 Feb0 events

17 Feb0 events

6 Mar0 events

23 Mar0 events

+12

8 Apr1 event

25 Apr0 events

12 May0 events

28 May0 events

14 Jun0 events

1 Jul0 events

+11

17 Jul18 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate12%67 cumulative effective impact

Short term35%203 cumulative effective impact

Medium term48%276 cumulative effective impact

Long term5%26 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 2 of 2 · 19 events

Macro6

Macro14 Apr, 08:30positive

US Ultimatum Rejected as Iran Nuclear Talks Fail After 21 Hours

US and Iranian delegations failed to reach consensus after 21 hours of nuclear negotiations. A two-week ceasefire is set to expire on April 21. US Vice President Vance said he delivered an ultimatum demanding a permanent end to Iran's nuclear program, which Iran rejected. The deadlock mirrors a February breakdown in Geneva that led to 38 days of US airstrikes on over 13,000 targets. Iran insists on its right to peaceful nuclear energy under the NPT and demands sanctions relief, war reparations, and the reopening of the Strait of Hormuz.

Effective: +26
Intensity: 78
Confidence: 85%
Horizon: Short term

Macro27 Jul, 12:30negative

Iran's Revolutionary Guard Expands Economic Interests Amid US Sanctions, Monopolizes Telecom

Iran's Islamic Revolutionary Guard Corps (IRGC) has deepened its economic control under US sanctions, with its affiliate Khatam al-Anbiya dominating telecommunications, holding a third of the petrochemical market, and commanding 15% to 20% of the financial sector. Sanctions forced foreign capital to exit, enabling the IRGC to expand into infrastructure, oil, gas, and pension funds.

Effective: -24
Intensity: 55
Confidence: 70%
Horizon: Medium term

Macro27 Jul, 08:31negative

Trump Halts Airstrikes on Iran, Easing Tensions; Oil Plunges Over 5%, Asian Stocks Gain

President Donald Trump ordered a halt to airstrikes on Iran, with the U. S. military refraining from attacks for two consecutive nights and Iran suspending retaliatory actions. International oil prices tumbled, with U. crude falling 5.83% to $84.1 a barrel and Brent crude dropping 5.13% to $86.98. Japanese and South Korean stocks rose, as the Nikkei 225 gained 0.47%, the KOSPI added 0.44%, Samsung Electronics surged over 2%, and SK Hynix climbed more than 1%.

Effective: -20
Intensity: 40
Confidence: 80%
Horizon: Short term

Macro27 Jul, 17:38negative

China's July crude imports rebound to 7.8 million bpd, Saudi and UAE shipments surge

China's daily crude oil imports rebounded to about 7.8 million barrels in July from a more than 10-year low of 6.2 million barrels in November 2015. Saudi Arabia's shipments more than doubled, UAE's surged tenfold, and Russia's rose 10%. The rebound followed a temporary US-Iran ceasefire last month, but renewed fighting has disrupted shipping in the Strait of Hormuz and Red Sea. Before the full outbreak of the US-Iran conflict on February 28, China's total imports were 12.6 million barrels per day, including 1 million via pipeline.

Effective: -16
Intensity: 40
Confidence: 75%
Horizon: Short term

Macro27 Jul, 08:49mixed

US Section 122 of Trade Act of 1974 Expires; Replacement Tariffs Push Effective Rate to 11.8%, China to 27.2%

The US Section 122 of the Trade Act of 1974 expired on July 24, 2026, prompting replacement tariffs under Sections 301, 232, and 338. New Section 301 forced-labor tariffs impose 12.5% and 10% additional duties on 60 and 14 economies respectively, covering over 99% of US imports. A separate Section 301 investigation on Brazil resulted in a 25% tariff on most Brazilian goods. Section 232 tariffs cover steel, aluminum, and other sectors. Section 338 was first used on July 20, imposing a 50% punitive tariff on Canadian imports of cars, parts, alcohol, clothing, and furniture. The US weighted average effective tariff rate fell to 8.3% after Section 122 expiry, then rose to 11.8% after new tariffs. China's average rate rose from 25.9% to 27.2%, and Canada's from 5.3% to 7.8%.

Effective: 0
Intensity: 75
Confidence: 80%
Horizon: Short term

Macro28 Jul, 16:05mixed

China to Exempt Energy Lands from Urban Land Use Tax from 2026, Phase Out Previous Reductions

China's Ministry of Finance and State Taxation Administration have adjusted urban land use tax rules for energy and resource enterprises. From September 1, 2026, certain lands used by oil, gas, coal, power, and mining enterprises will be exempt from the tax. Concurrently, from September 1, 2026 to August 31, 2027, lands that previously qualified for tax reductions will be taxed at half the due amount, and from September 1, 2027, full tax will apply, with the old reduction rules being abolished.

Effective: 0
Intensity: 60
Confidence: 80%
Horizon: Medium term

Industries0

No evidence on this page.

Companies3

Companies29 Jul, 23:48positive

NextEra Energy and Brookfield Plan $100 Billion Data Center Campus on Former Kentucky Uranium Site

NextEra Energy and Brookfield plan to invest about $100 billion to develop a data center campus on a former uranium enrichment site in Paducah, Kentucky. NextEra will build and own dedicated power facilities including 2 gigawatts of gas generation and up to 2.6 gigawatts of battery storage, while Brookfield will own and operate the 1.8-gigawatt data center campus. The project aligns with the Trump administration's policy requiring data center operators to pay above-market electricity rates. It still requires final binding agreements.

Effective: +26
Intensity: 60
Confidence: 65%
Horizon: Long term

Companies28 Jul, 20:26positive

COOEC Delivers 'Qinghai' Compressor Skid Equipment for Huizhou Oilfield Projects

COOEC has completed and delivered the 'Qinghai' compressor skid equipment, a key component for the Huizhou 25-4 oilfield comprehensive adjustment and Huizhou 19-6 oilfield 5d well area development project. The on-time delivery will support oil and gas reserve and production increases in the eastern South China Sea.

Effective: +10
Intensity: 30
Confidence: 70%
Horizon: Medium term

Companies30 Jul, 20:11mixed

Shell Posts $9.84 Billion Q2 2026 Net Profit, Second Highest on Record, as Energy Prices and Trading Surge

Shell reported a second-quarter 2026 net profit of $9.84 billion, more than double the year-earlier figure and the second highest in its history, driven by higher crude oil and natural gas prices, strong LNG and oil trading results, and improved chemical margins. Brent crude averaged $97 per barrel and European benchmark gas averaged €46 per megawatt-hour, both sharply higher than in Q2 2025. Operating cash flow, including working capital changes, also hit its highest level since 2022. Shell plans to continue its $3 billion share buyback program over the next three months.

Effective: 0
Intensity: 60
Confidence: 70%
Horizon: Medium term