BP

1 deep-dive · 5 policy notes

Deep-dive research

XOM:CVX:OXY:EOG:COP:HAL:SLB:BP:SHEL:USO:DAL:UAL:AAL:LUV:SAVE:CCL:RCL:NCLH:TSLA:STLA:GM:F:WMT:TGT:COST:AMZN:HD:LOW:ROST:TJX:FIVE:MP:PLTR:LMT:GD:NOC:RTX:HWM:GE:HII:AA:KALU:CENX:CLF2026-07-21

Policy Pulse — Global — 21 Jul 2026

🌍 Hormuz crisis: Day 9 of US strikes on Iran, Houthis blockade Saudi, Brent at 9.22, US gas at /gal. Canada hit with 50% Section 338 tariffs on 0B of goods. Section 122 expires in 3 days (Jul 24). Impact: 🟢 BUY XOM, CVX, OXY, WMT, TGT, COST, TSLA, MP | 🔴 SELL DAL, UAL, AAL, CCL, STLA

us-onlystocksglobaliranoil

Mentioned in Policy Pulse

TTE:SHEL:BP:FRO:STNG:INTC:AMD:NVDA:MU:TSM:STLA:SNY:SONY:TM:NEM:COIN:HOOD2026-10-19

Policy Pulse - Global Spillover - 19 Oct 2026

The waiver suspended China's exposure on the same terms as India's and left the statutory machinery delegated to the USTR, while INTC rose 4% on a JPMorgan upgrade and STLA bore the brunt of French protests that took the DAX down 1.39%.

policy-pulseglobalsanctionssemiconductorseurope

XOM:CVX:OXY:EOG:COP:HAL:SLB:BP:SHEL:USO:DAL:UAL:AAL:LUV:CCL:RCL:NCLH:WMT:TGT:COST:AMZN:HD:LOW:TCS:INFY:WIPRO:HCLTECH:TATASTEEL:JSWSTEEL:SUNPHARMA:DRREDDY:DIVISLAB:ONGC:RELIANCE:INDIGO2026-07-17

Policy Pulse — Global — 17 Jul 2026

Strait of Hormuz escalation: buy XOM, CVX, OXY, EOG; sell DAL, UAL, AAL, CCL, RCL. Section 301 deadline Jul 20: buy WMT, TGT, COST if Section 122 lapses; sell TCS, INFY, WIPRO, SUNPHARMA if 12.5% tariff hits.

policy-pulseglobalhormuzoiliran

XOM:CVX:OXY:EOG:COP:HAL:SLB:BP:SHEL:USO:DAL:UAL:AAL:LUV:CCL:RCL:NCLH:SPY:GLD:TCS:INFY:WELSPUN:SUNPHARMA2026-07-13

Policy Pulse — Global — 13 Jul 2026

Trump says US will get 'paid to guard' Strait of Hormuz — oil at 5-78 sustained. Iran tensions escalate with fresh strikes. Oil/gas stocks up (XOM, CVX, OXY), airlines down (DAL, UAL), cruises down (CCL, RCL). India-US trade talks stall adds EM uncertainty.

policy-pulseglobalus-onlyiran-waroil

BA:GE:RTX:SPR:HWM:LMT:XOM:CVX:OXY:EOG:HAL:SLB:BP:SHEL:USO:DAL:UAL:AAL:CCL:RCL:SPY:GOOGL:AAPL:NVDA:AVGO:MSFT:AMZN:META:DJT2026-07-13

Policy Pulse — Trump — 13 Jul 2026

Trump signs aircraft Section 232 EO boosting US aerospace (BA, GE, RTX). Says US will get 'paid to guard' Strait of Hormuz — oil stocks up, airlines down. Crypto disclosure analyzed: .4B income invested in mega-cap tech (GOOGL, AAPL, NVDA, AVGO).

policy-pulsetrumpus-onlyleader-tradessection-232

XOM:CVX:OXY:HAL:SLB:BP:SHEL:DAL:UAL:AAL:CCL:RCL:SPY:USO:SPACE:DWTX2026-07-10

Policy Pulse — Global — 10 Jul 2026

Iran ceasefire 'over' as US-Iran trade strikes — oil surges to $78 amid renewed Hormuz disruption. Oil prices slid 2% on Jul 10 but remain elevated. IEA warns supply recovery uncertain. Treasury revokes Iranian oil waiver effective Jul 17. Airlines and cruise stocks hit hard.

policy-pulseglobalus-onlyiran-waroil