Ecopetrol S.A. ADR (EC)

$13.80 -0.63 (-4.37%)
Market Cap 29.44B
Revenue (ttm) 23.94B
Net Income (ttm) 1.80B
EPS (ttm) N/A
PE Ratio 11.89
Forward PE 7.54
Profit Margin 7.53%
Debt to Equity Ratio 1.00
Volume 2,442,500
Avg Vol 3,399,632
Day's Range N/A - N/A
Shares Out 2.06B
Stochastic %K 88%
Beta 0.49
Analysts Hold
Price Target $11.39

Company Profile

Ecopetrol S.A. operates as an integrated energy company. It operates through four segments: Exploration and Production; Transport and Logistics; Refining and Petrochemicals; and Electric Power Transmission and Toll Roads Concessions. The Exploration and Production segment engages in the exploration and production of oil and gas. The Transport and Logistics segment is involved in the transportation of crude oil, motor fuels, fuel oil, and other refined products, including diesel, jet, and biofuel...

Industry: Oil & Gas Integrated
Sector: Energy
Phone: 57 310 315 8600
Address:
Carrera 13 No. 36 – 24, Bogotá, Colombia
RegalManor
RegalManor Apr. 24 at 2:15 PM
$EC https://www.upstreamonline.com/finance/ecopetrol-buys-26-stake-in-brazilian-oil-company-for-550-million/2-1-1980636
0 · Reply
sam2680
sam2680 Apr. 24 at 11:35 AM
$EC
0 · Reply
RegalManor
RegalManor Apr. 17 at 11:42 PM
$EC
0 · Reply
___dog___
___dog___ Apr. 17 at 2:58 AM
$EC $CNQ $USO they won't listen they all bought Bitcoin too
0 · Reply
Bearshark
Bearshark Apr. 17 at 12:36 AM
$EC $CNQ $USO countries in Asia are paying $200 to $300 for a delivered barrel of oil and people are bearish at a 12x PE. 😂. Good luck bears when paper oil needs converted to physical.
0 · Reply
kirkulr
kirkulr Apr. 12 at 9:49 AM
$PBR $EC $USO $EQNR Still cheap AF
0 · Reply
shapenkaas
shapenkaas Apr. 11 at 9:34 PM
$EC Any dividend estimates?
1 · Reply
kirkulr
kirkulr Apr. 11 at 10:05 AM
$EC $PBR
0 · Reply
guitardude2
guitardude2 Apr. 10 at 9:40 AM
$EC. In the last twenty four hours ::::::::ONE:::::::: ship has passed through the Strait of Hormuz,.. If the global economy is brought down to it's knees, how will the global community look upon Iran when there's pressure put upon Iran, to save the planet from catastrophic starvation, by letting ships resume their normal passage through the Strait of Hormuz, and yet Iran would rather destroy millions of lives and show what is waiting for everyone and the true character of the Iranians intent,...
1 · Reply
PrussnBlk
PrussnBlk Apr. 8 at 6:28 PM
$EC on sale today? We all know war isn’t over.
0 · Reply
Latest News on EC
Colombia's Ecopetrol to buy 26% stake in Brazil's Brava, seeks majority control

Thu, 23 Apr 2026 15:57:10 -0400 - 1 day ago

Colombia's Ecopetrol to buy 26% stake in Brazil's Brava, seeks majority control

Ecopetrol enters into an Agreement to acquire an equity stake in Brava Energia S.A. a company domiciled in Brazil

Thu, 23 Apr 2026 15:08:00 -0400 - 1 day ago

Ecopetrol enters into an Agreement to acquire an equity stake in Brava Energia S.A. a company domiciled in Brazil

Ecopetrol Anticipates Key Testing Results for Copoazú-1 Well

2026-04-17T20:33:32.000Z - 7 days ago

Ecopetrol Anticipates Key Testing Results for Copoazú-1 Well

Ecopetrol and Petrobras to Announce Copoazú-1 Well Results Soon

2026-04-17T20:31:41.000Z - 7 days ago

Ecopetrol and Petrobras to Announce Copoazú-1 Well Results Soon

Ecopetrol SA (EC) Shares Surge 4.5% -- What GF Score of 72 Tells Investors

2026-04-16T22:25:19.000Z - 8 days ago

Ecopetrol SA (EC) Shares Surge 4.5% -- What GF Score of 72 Tells Investors

A Look at Ecopetrol SA (EC) After 4.3% Decline -- GF Value $9.36 vs Price $13.51

2026-04-14T22:26:02.000Z - 10 days ago

A Look at Ecopetrol SA (EC) After 4.3% Decline -- GF Value $9.36 vs Price $13.51

Standard & Poor's Global Ratings (S&P) Affirms Ecopetrol's Stand‑Alone Credit Profile and Revises Its Global Credit Rating

Thu, 09 Apr 2026 08:20:00 -0400 - 15 days ago

Standard & Poor's Global Ratings (S&P) Affirms Ecopetrol's Stand‑Alone Credit Profile and Revises Its Global Credit Rating

Decisions of Ecopetrol's Board of Directors

Tue, 07 Apr 2026 08:54:00 -0400 - 17 days ago

Decisions of Ecopetrol's Board of Directors

Ecopetrol SA (EC) Trading Down 3.1% on Apr 6

2026-04-06T17:01:43.000Z - 18 days ago

Ecopetrol SA (EC) Trading Down 3.1% on Apr 6

Ecopetrol S.A. obtains authorization to carry out a debt management transaction of up to USD 1.25 billion

Thu, 02 Apr 2026 21:49:00 -0400 - 21 days ago

Ecopetrol S.A. obtains authorization to carry out a debt management transaction of up to USD 1.25 billion

Ecopetrol S.A. and Refinería de Cartagena S.A.S.

Thu, 02 Apr 2026 08:52:00 -0400 - 22 days ago

Ecopetrol S.A. and Refinería de Cartagena S.A.S.

Ecopetrol SA (EC) Trading 3.77% Higher on Mar 31

2026-03-31T17:04:53.000Z - 24 days ago

Ecopetrol SA (EC) Trading 3.77% Higher on Mar 31

Decisions Adopted by the Shareholders in Ordinary General Meeting held on March 27, 2026

Mon, 30 Mar 2026 17:16:00 -0400 - 25 days ago

Decisions Adopted by the Shareholders in Ordinary General Meeting held on March 27, 2026

Ecopetrol (EC) Board Addresses Leadership and Compliance Concerns

2026-03-25T16:51:11.000Z - 4 weeks ago

Ecopetrol (EC) Board Addresses Leadership and Compliance Concerns

Statement by Ecopetrol's Board of Directors

Wed, 25 Mar 2026 11:26:00 -0400 - 4 weeks ago

Statement by Ecopetrol's Board of Directors

Ecopetrol (EC) Poised to Benefit from E15 Gasoline Expansion

2026-03-25T00:25:29.000Z - 4 weeks ago

Ecopetrol (EC) Poised to Benefit from E15 Gasoline Expansion

Petrobras (PBR) and Ecopetrol Discover Major Gas Reserves Off Colombian Coast

2026-03-18T22:00:14.000Z - 5 weeks ago

Petrobras (PBR) and Ecopetrol Discover Major Gas Reserves Off Colombian Coast

Ecopetrol (EC) Q4 2025 Earnings Call Transcript

2026-03-18T16:16:34.000Z - 5 weeks ago

Ecopetrol (EC) Q4 2025 Earnings Call Transcript

Ecopetrol (EC) Q3 2025 Earnings Call Transcript

2026-03-18T16:15:01.000Z - 5 weeks ago

Ecopetrol (EC) Q3 2025 Earnings Call Transcript

Ecopetrol (EC) Q1 2025 Earnings Call Transcript

2026-03-18T16:12:04.000Z - 5 weeks ago

Ecopetrol (EC) Q1 2025 Earnings Call Transcript

Ecopetrol (EC) Q2 2025 Earnings Call Transcript

2026-03-18T16:11:23.000Z - 5 weeks ago

Ecopetrol (EC) Q2 2025 Earnings Call Transcript

Will Venezuela scrap its pipeline deal with Ecopetrol?

2026-03-14T18:00:43.000Z - 5 weeks ago

Will Venezuela scrap its pipeline deal with Ecopetrol?

Colombia says Venezuela's PDVSA plans to end pipeline contract with Ecopetrol

Sat, 14 Mar 2026 13:44:41 -0400 - 5 weeks ago

Colombia says Venezuela's PDVSA plans to end pipeline contract with Ecopetrol

Statement on Decision by the Attorney General's Office

Thu, 12 Mar 2026 15:12:00 -0400 - 6 weeks ago

Statement on Decision by the Attorney General's Office

Ecopetrol SA (EC) Shares Up 3.95% on Mar 11

2026-03-11T17:03:40.000Z - 6 weeks ago

Ecopetrol SA (EC) Shares Up 3.95% on Mar 11

Parex Resources Enters into a Definitive Agreement to Acquire Frontera Energy's Colombian E&P Assets

2026-03-11T00:00:00.000Z - 6 weeks ago

Parex Resources Enters into a Definitive Agreement to Acquire Frontera Energy's Colombian E&P Assets

The Insider Report: Geopolitical Tensions Boil Over as Stocks Near Inflection Point

2026-03-08T18:37:27.000Z - 6 weeks ago

The Insider Report: Geopolitical Tensions Boil Over as Stocks Near Inflection Point

Ecopetrol Shares Jump 8.8% on Strong 2025 Results, Reserve Growth and Attractive Dividend Proposal

2026-03-06T13:59:12.000Z - 7 weeks ago

Ecopetrol Shares Jump 8.8% on Strong 2025 Results, Reserve Growth and Attractive Dividend Proposal

Ecopetrol Eyes Oil Output Boost As Iran Crisis Pushes Up Prices

2026-03-05T21:00:00.000Z - 7 weeks ago

Ecopetrol Eyes Oil Output Boost As Iran Crisis Pushes Up Prices

Q4 2025 Ecopetrol SA Earnings Call (English, Spanish) Transcript

2026-03-05T19:00:18.000Z - 7 weeks ago

Q4 2025 Ecopetrol SA Earnings Call (English, Spanish) Transcript

Colombia's Ecopetrol eyes investments on higher oil prices, Venezuela deals

Thu, 05 Mar 2026 12:23:44 -0500 - 7 weeks ago

Colombia's Ecopetrol eyes investments on higher oil prices, Venezuela deals

Ecopetrol SA (EC) Shares Up 5.95% on Mar 5

2026-03-05T16:06:35.000Z - 7 weeks ago

Ecopetrol SA (EC) Shares Up 5.95% on Mar 5

Ecopetrol publishes chapter on social and environmental issues, including climate, for 2025

Thu, 05 Mar 2026 10:26:00 -0500 - 7 weeks ago

Ecopetrol publishes chapter on social and environmental issues, including climate, for 2025

Ecopetrol (EC) Reports Q4 Revenue Decline

2026-03-04T22:58:16.000Z - 7 weeks ago

Ecopetrol (EC) Reports Q4 Revenue Decline

Ecopetrol's 2025 Earnings Distribution Proposal

Wed, 04 Mar 2026 17:22:00 -0500 - 7 weeks ago

Ecopetrol's 2025 Earnings Distribution Proposal

Ecopetrol's 2025 Earnings Distribution Proposal

2026-03-04T22:22:00.000Z - 7 weeks ago

Ecopetrol's 2025 Earnings Distribution Proposal

What to Expect from Ecopetrol's Earnings

2026-03-03T14:01:07.000Z - 7 weeks ago

What to Expect from Ecopetrol's Earnings

Ecopetrol announces the dates for the presentation of its fourth quarter and full-year 2025 results report and conference call

Mon, 02 Mar 2026 11:19:00 -0500 - 7 weeks ago

Ecopetrol announces the dates for the presentation of its fourth quarter and full-year 2025 results report and conference call

Price Over Earnings Overview: Ecopetrol

2026-02-23T22:00:33.000Z - 2 months ago

Price Over Earnings Overview: Ecopetrol

Ecopetrol records 1,944 billion barrels of oil equivalent in proven reserves at the close of 2025, replacing 121% of production, with the highest contribution in the last four years

Thu, 19 Feb 2026 21:26:00 -0500 - 2 months ago

Ecopetrol records 1,944 billion barrels of oil equivalent in proven reserves at the close of 2025, replacing 121% of production, with the highest contribution in the last four years

Ecopetrol S.A. Board of Directors Announcement

Thu, 19 Feb 2026 21:26:00 -0500 - 2 months ago

Ecopetrol S.A. Board of Directors Announcement

Ecopetrol publishes measures aimed at ensuring the adequate representation of Shareholders at the Annual General Meeting to be held on March 27th, 2026

Thu, 19 Feb 2026 21:25:00 -0500 - 2 months ago

Ecopetrol publishes measures aimed at ensuring the adequate representation of Shareholders at the Annual General Meeting to be held on March 27th, 2026

GENERAL SHAREHOLDERS' MEETING OF ECOPETROL S.A.

Thu, 19 Feb 2026 21:25:00 -0500 - 2 months ago

GENERAL SHAREHOLDERS' MEETING OF ECOPETROL S.A.

Ecopetrol announces the dates for the presentation of its fourth quarter and full-year 2025 results report and conference call

Wed, 18 Feb 2026 20:59:00 -0500 - 2 months ago

Ecopetrol announces the dates for the presentation of its fourth quarter and full-year 2025 results report and conference call

Ecopetrol (EC) CEO Faces Legal Challenges Over Campaign Spending

2026-02-09T22:02:22.000Z - 2 months ago

Ecopetrol (EC) CEO Faces Legal Challenges Over Campaign Spending

Resolutions Adopted by the Extraordinary Shareholders' Meeting of February 5th 2026

Thu, 05 Feb 2026 17:52:00 -0500 - 2 months ago

Resolutions Adopted by the Extraordinary Shareholders' Meeting of February 5th 2026

Ecopetrol SA (EC) Stock Price Down 3.32% on Feb 5

2026-02-05T17:04:33.000Z - 2 months ago

Ecopetrol SA (EC) Stock Price Down 3.32% on Feb 5

Ecopetrol SA (EC) Shares Gap Down to $11.8625 on Feb 4

2026-02-04T17:10:05.000Z - 2 months ago

Ecopetrol SA (EC) Shares Gap Down to $11.8625 on Feb 4

Ecopetrol S.A. submitted the Corporate Governance Best Practices Implementation Report - Código País for 2025

Fri, 30 Jan 2026 18:11:00 -0500 - 3 months ago

Ecopetrol S.A. submitted the Corporate Governance Best Practices Implementation Report - Código País for 2025

Ecopetrol Announces Minority Shareholders' Nominee to the Board of Directors on Slate Proposed by Government of Colombia

Fri, 30 Jan 2026 11:45:00 -0500 - 3 months ago

Ecopetrol Announces Minority Shareholders' Nominee to the Board of Directors on Slate Proposed by Government of Colombia

Update on the VAT proceedings related to fuel imports

Jan 23, 2026, 7:41 PM EST - 3 months ago

Update on the VAT proceedings related to fuel imports

Ecopetrol Announces Hydrocarbon-Producing Departments' Nominee to the Board of Directors on Slate Proposed by Government of Colombia

Jan 20, 2026, 8:54 AM EST - 3 months ago

Ecopetrol Announces Hydrocarbon-Producing Departments' Nominee to the Board of Directors on Slate Proposed by Government of Colombia

Ecopetrol Announces Employee Elected to the Board of Directors on Slate Proposed by Government of Colombia as a Result of Voting Process

Jan 16, 2026, 9:17 AM EST - 3 months ago

Ecopetrol Announces Employee Elected to the Board of Directors on Slate Proposed by Government of Colombia as a Result of Voting Process

Renegotiations of Collective Bargaining Agreement

Jan 7, 2026, 5:53 PM EST - 3 months ago

Renegotiations of Collective Bargaining Agreement

Indian Oil buys first Colombian oil under Ecopetrol contract, sources say

Dec 30, 2025, 10:45 PM EST - 4 months ago

Indian Oil buys first Colombian oil under Ecopetrol contract, sources say

Ecopetrol Comments on Recent News Reports on a Potential Transaction

Dec 29, 2025, 9:03 AM EST - 4 months ago

Ecopetrol Comments on Recent News Reports on a Potential Transaction

Renegotiations of Collective Bargaining Agreement with Unión Sindical Obrera

Dec 29, 2025, 8:51 AM EST - 4 months ago

Renegotiations of Collective Bargaining Agreement with Unión Sindical Obrera

Decisions of the Board of Directors of Ecopetrol S.A.

Dec 11, 2025, 9:23 PM EST - 4 months ago

Decisions of the Board of Directors of Ecopetrol S.A.

Ecopetrol S.A. Negotiates Acquisition of a Portfolio of up to 88.2 MWp in Solar Photovoltaic Projects in Colombia

Nov 28, 2025, 8:31 PM EST - 5 months ago

Ecopetrol S.A. Negotiates Acquisition of a Portfolio of up to 88.2 MWp in Solar Photovoltaic Projects in Colombia

Ecopetrol Plans $5.9B–$7.2B Investments for 2026, Targets 40% EBITDA Margin

Nov 28, 2025, 12:45 PM EST - 5 months ago

Ecopetrol Plans $5.9B–$7.2B Investments for 2026, Targets 40% EBITDA Margin

Updates from Ecopetrol S.A.'s Board of Directors

Nov 28, 2025, 8:53 AM EST - 5 months ago

Updates from Ecopetrol S.A.'s Board of Directors

Ecopetrol Group to Invest Between COP 22 and 27 Trillion in 2026

Nov 28, 2025, 8:47 AM EST - 5 months ago

Ecopetrol Group to Invest Between COP 22 and 27 Trillion in 2026

Colombia's Ecopetrol to invest up to $7.2 billion in 2026

Nov 28, 2025, 7:18 AM EST - 5 months ago

Colombia's Ecopetrol to invest up to $7.2 billion in 2026

Colombia's Ecopetrol warns of possible natural gas shortage on community roadblocks

Nov 24, 2025, 4:49 PM EST - 5 months ago

Colombia's Ecopetrol warns of possible natural gas shortage on community roadblocks

Decision of the Board of Directors of Ecopetrol S.A.

Nov 18, 2025, 10:42 PM EST - 5 months ago

Decision of the Board of Directors of Ecopetrol S.A.

Ecopetrol Group Releases Its Financial Results for Third Quarter 2025

Nov 13, 2025, 9:10 PM EST - 5 months ago

Ecopetrol Group Releases Its Financial Results for Third Quarter 2025

Colombia's Ecopetrol to execute $6.3 billion in investments in 2025, drill five additional wells

Nov 13, 2025, 7:52 PM EST - 5 months ago

Colombia's Ecopetrol to execute $6.3 billion in investments in 2025, drill five additional wells

Ecopetrol S.A. Announces the Acquisition of a Solar Project Portfolio in Colombia

Nov 13, 2025, 6:08 PM EST - 5 months ago

Ecopetrol S.A. Announces the Acquisition of a Solar Project Portfolio in Colombia

Colombia's Ecopetrol posts Q3 profit drop of 30%

Nov 13, 2025, 4:11 PM EST - 5 months ago

Colombia's Ecopetrol posts Q3 profit drop of 30%

Ecopetrol Announces Changes in Senior Management

Nov 12, 2025, 9:25 AM EST - 5 months ago

Ecopetrol Announces Changes in Senior Management

General Shareholders' Meeting Approves Bylaws Amendment

Nov 12, 2025, 8:21 AM EST - 5 months ago

General Shareholders' Meeting Approves Bylaws Amendment

Ecopetrol Group Releases Its First Financial Sustainability Report, Incorporating Reference Elements from the International Sustainability Standards Board (ISSB) Framework

Nov 10, 2025, 9:08 PM EST - 5 months ago

Ecopetrol Group Releases Its First Financial Sustainability Report, Incorporating Reference Elements from the International Sustainability Standards Board (ISSB) Framework

5 Value Stocks To Consider As Markets Wobble

Nov 6, 2025, 12:56 PM EST - 6 months ago

5 Value Stocks To Consider As Markets Wobble

FLR GGB SEB SSL

Ecopetrol announces the dates for the publication of its third quarter of 2025 earnings report and conference call

Oct 30, 2025, 8:20 PM EDT - 6 months ago

Ecopetrol announces the dates for the publication of its third quarter of 2025 earnings report and conference call

Ecopetrol, Petrobras announce joint venture to market natural gas from Colombia's Sirius project

Oct 30, 2025, 5:32 PM EDT - 6 months ago

Ecopetrol, Petrobras announce joint venture to market natural gas from Colombia's Sirius project

PBR

Ecopetrol S.A. has obtained authorization to execute a loan with local financial institutions for COP 700,000 million, under a committed credit line structure

Oct 23, 2025, 6:11 PM EDT - 6 months ago

Ecopetrol S.A. has obtained authorization to execute a loan with local financial institutions for COP 700,000 million, under a committed credit line structure

General Shareholders' Meeting of Ecopetrol S.A.

Oct 22, 2025, 8:20 PM EDT - 6 months ago

General Shareholders' Meeting of Ecopetrol S.A.

Ecopetrol S.A. Board of Directors Announcements

Oct 15, 2025, 7:53 PM EDT - 6 months ago

Ecopetrol S.A. Board of Directors Announcements

Colombia's Ecopetrol to launch bidding for Covenas regasification project

Oct 6, 2025, 1:08 PM EDT - 7 months ago

Colombia's Ecopetrol to launch bidding for Covenas regasification project

RegalManor
RegalManor Apr. 24 at 2:15 PM
$EC https://www.upstreamonline.com/finance/ecopetrol-buys-26-stake-in-brazilian-oil-company-for-550-million/2-1-1980636
0 · Reply
sam2680
sam2680 Apr. 24 at 11:35 AM
$EC
0 · Reply
RegalManor
RegalManor Apr. 17 at 11:42 PM
$EC
0 · Reply
___dog___
___dog___ Apr. 17 at 2:58 AM
$EC $CNQ $USO they won't listen they all bought Bitcoin too
0 · Reply
Bearshark
Bearshark Apr. 17 at 12:36 AM
$EC $CNQ $USO countries in Asia are paying $200 to $300 for a delivered barrel of oil and people are bearish at a 12x PE. 😂. Good luck bears when paper oil needs converted to physical.
0 · Reply
kirkulr
kirkulr Apr. 12 at 9:49 AM
$PBR $EC $USO $EQNR Still cheap AF
0 · Reply
shapenkaas
shapenkaas Apr. 11 at 9:34 PM
$EC Any dividend estimates?
1 · Reply
kirkulr
kirkulr Apr. 11 at 10:05 AM
$EC $PBR
0 · Reply
guitardude2
guitardude2 Apr. 10 at 9:40 AM
$EC. In the last twenty four hours ::::::::ONE:::::::: ship has passed through the Strait of Hormuz,.. If the global economy is brought down to it's knees, how will the global community look upon Iran when there's pressure put upon Iran, to save the planet from catastrophic starvation, by letting ships resume their normal passage through the Strait of Hormuz, and yet Iran would rather destroy millions of lives and show what is waiting for everyone and the true character of the Iranians intent,...
1 · Reply
PrussnBlk
PrussnBlk Apr. 8 at 6:28 PM
$EC on sale today? We all know war isn’t over.
0 · Reply
kirkulr
kirkulr Apr. 6 at 3:43 PM
$EC $EQNR $PBR $USO Btmfd
0 · Reply
CapitalMonk
CapitalMonk Apr. 6 at 1:36 PM
$EC Price: $15.15 (+0.07%) Trend: Bullish Market Bias (7D): Bullish Bias 📈 Expected Range: ±5.20% RSI: 64.8 | Momentum: Strong Momentum Volume: -97.7% vs avg Volatility: 2.30% Support: $12.48 | Resistance: $15.62 Tools used: https://www.trade-ideas.com Code: INTERSTOCK25
0 · Reply
ValueInvestor2000
ValueInvestor2000 Apr. 3 at 11:28 PM
$EC $FANG $EOG $PBR https://seekingalpha.com/article/4808261-diamondback-energy-lean-machine
0 · Reply
kirkulr
kirkulr Apr. 2 at 9:44 AM
$EC $EQNR $PBR $USO Btmfd
1 · Reply
ajb_2010
ajb_2010 Mar. 31 at 4:48 PM
$SPY oil and gas sector still higher $BTE $EC
0 · Reply
kirkulr
kirkulr Mar. 31 at 3:36 PM
$EC $EQNR $PBR $USO
0 · Reply
kirkulr
kirkulr Mar. 30 at 2:34 PM
$EC $EQNR $PBR We are literally fukd.
0 · Reply
GJ_Rockabilt
GJ_Rockabilt Mar. 27 at 7:25 PM
$WTI , $HPK , $EC
1 · Reply
kirkulr
kirkulr Mar. 26 at 3:16 PM
$EC $EQNR $PBR $USO
0 · Reply
spal4000
spal4000 Mar. 25 at 6:31 PM
$EC $PBF $FECCF $CVE Brent futures fell 5.9% to $98.28/bbl on March 25, 2026—dipping below $100—as the “paper market” aggressively priced in the U.S. 15-point ceasefire proposal delivered via Pakistan, headlines of a Trump-ordered 5-day strike pause, and possible Islamabad talks. This “Diplomatic Discount” reversed prior gains. Energy majors (XOM, CVX) softened 1–2% with crude, but oilfield services and midstream names (SLB, KMI) proved more resilient, holding on record backlogs and 2026 forecasts that embed a persistent “Energy Scarcity” premium. Analysts call it a “Fragile Peace Mirage”: Iran has publicly rejected direct talks as “fake news” to manipulate prices, while OSINT maritime data (Windward, Lloyd’s List) confirm the Strait of Hormuz remains effectively closed to Western-aligned tankers. Even a quick diplomatic win won’t instantly repair physical and insurance damage. Traders are betting on a “Trump Put,” but the setup screams bull trap.
0 · Reply