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Energy Stocks

If Australia introduced petrol rationing in response to Iran, how would it work and which sectors would be impacted?

Australia has not had petrol rationing since 1979. The last time it did, the mechanism was simple: a ration book, enough fuel for approximately 32km of driving per week, and a queue. Nearly five decades later, the mechanism has been updated, but the underlying problem, namely our structural dependence on imported refined fuel, has not. The…

ByNick SundichApril 18, 2026

Amplitude Energy (ASX:AEL) Locks In 20PJ Gas Supply Deal With AGL Through 2032

Amplitude Energy signs long-term gas deal with AGL Amplitude Energy (ASX:AEL) shares jumped as much as 6% on Friday before closing up 1.45% at A$1.74 after the gas producer signed a binding long-term supply deal with AGL Energy. Under the agreement, Amplitude will sell 20 petajoules (PJ) of gas to AGL over four years, with…

ByUjjwal MaheshwariApril 18, 2026

Here’s What The Geelong Oil Refinery Fire Will Mean for Viva Energy Investors, And Australian Investors Generally

Investors awoke this morning to news they did not want to hear: A Viva Energy’s Geelong oil refinery fire. This is not just any isolated operational incident that could've happened at any resources or energy company's refinery. It strikes at the heart of Australia’s already fragile fuel‑security framework and raises immediate questions for investors about earnings,…

ByNick SundichApril 16, 2026

Oil Hedging Has Mitigated The Increase In Qantas’ and Virgin Australia’s FY26 Fuel Bill!

The latest trading updates out of Virgin Australia and Qantas have brought the importance of oil prices, but also oil hedging, back into sharp focus. Airlines are not the only companies that engage in the practice, but few rely on it more. The Middle East conflict has pushed jet fuel margins from roughly US$20/bbl to around…

ByNick SundichApril 16, 2026

US Naval Blockade Is Live: 3 ASX Stocks That Win Whether the War Escalates or Ends

ASX stocks in focus as blockade begins The US naval blockade of Iranian ports went live on Monday after peace talks in Islamabad collapsed over the weekend. Brent crude jumped 7% to US$102 a barrel, a gain of roughly 40% since the war began in late February, while US crude climbed to US$104. US equity…

ByUjjwal MaheshwariApril 14, 2026

Oil Surges Back Above US$100 as Iran Ceasefire Collapses: Buy, Hold or Avoid These 4 ASX Energy Stocks

ASX Energy Stocks to Watch After Iran Ceasefire Fails ASX energy stocks fell between 5% and 12% last Wednesday when a short-lived Iran ceasefire triggered a sharp drop in oil prices, then bounced hard after weekend talks in Islamabad broke down entirely and the White House announced a naval blockade of Iranian shipping. Brent crude…

ByUjjwal MaheshwariApril 14, 2026

Viva Energy (ASX:VEA) Drops 10% Despite Government Refinery Boost: Buy the Dip or Wait?

Viva Energy Drops After Refinery Support Boost Viva Energy (ASX:VEA) tumbled roughly 10% on Wednesday, April 8, as a sudden Iran-US ceasefire sent oil prices crashing more than 16% in a single day, pulling the entire energy sector lower with it. At first glance, this makes little sense. The Federal Government had just upgraded its…

ByUjjwal MaheshwariApril 13, 2026

Oil Crashed 15% on Iran Ceasefire: Should You Buy, Sell or Hold Woodside (ASX:WDS), Santos (ASX:STO) and Beach Energy (ASX:BPT)?

Thursday was a rough day if you owned ASX energy stocks given oil crashed 15%. Woodside (ASX:WDS) fell more than 10%. Santos (ASX:STO) dropped 6%. Beach Energy (ASX:BPT) slid 7%. The rest of the ASX actually rallied on the same day, making energy the one sector left bleeding. And it was all because Trump announced a…

ByUjjwal MaheshwariApril 10, 2026

Tamboran Resources (ASX:TBN) Drops 17% on US$198M Capital Raise- Dilution Pain or Buying Opportunity?

Tamboran falls on a major capital raise Tamboran Resources (ASX:TBN) fell around 17% yesterday after announcing a major capital raise priced at A$0.25 per CDI, roughly 22% below the previous close of A$0.32. For shareholders watching their holding drop overnight, the reaction is understandable. But here is the thing: this selloff was not caused by…

ByUjjwal MaheshwariApril 10, 2026

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…

ByNick SundichApril 9, 2026

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Energy Stocks

If Australia introduced petrol rationing in response to Iran, how would it work and which sectors would be impacted?

Amplitude Energy (ASX:AEL) Locks In 20PJ Gas Supply Deal With AGL Through 2032

Here’s What The Geelong Oil Refinery Fire Will Mean for Viva Energy Investors, And Australian Investors Generally

Oil Hedging Has Mitigated The Increase In Qantas’ and Virgin Australia’s FY26 Fuel Bill!

US Naval Blockade Is Live: 3 ASX Stocks That Win Whether the War Escalates or Ends

Oil Surges Back Above US$100 as Iran Ceasefire Collapses: Buy, Hold or Avoid These 4 ASX Energy Stocks

Viva Energy (ASX:VEA) Drops 10% Despite Government Refinery Boost: Buy the Dip or Wait?

Oil Crashed 15% on Iran Ceasefire: Should You Buy, Sell or Hold Woodside (ASX:WDS), Santos (ASX:STO) and Beach Energy (ASX:BPT)?

Tamboran Resources (ASX:TBN) Drops 17% on US$198M Capital Raise- Dilution Pain or Buying Opportunity?

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

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