Scenarios that move DVN

Devon Energy Corporation Common Stock

Scenarios that move DVN: 45 analyses, 23 positive, 22 negative.

  1. · US consumer prices accelerate in September as gasoline costs rise — ▲ · impact +71 · confidence low · horizon weeks
  2. · Greg Abel expands Berkshire Hathaway's Occidental Petroleum stake — ▲ · impact +28 · confidence low · horizon weeks
  3. · US blockade keeps Iranian crude exports at zero in October — ▲ · impact +71 · confidence medium · horizon weeks
  4. · Saudi Arabia leads OPEC+ output increase despite Iran war — ▼ · impact -69 · confidence medium · horizon immediate
  5. · ◇ What if… Iran reaches Hormuz agreement as Republicans win Senate — ▼ · impact -69 · confidence medium · horizon immediate
  6. · Saudi Arabia faces new missile and drone attacks — ▲ · impact +74 · confidence low · horizon immediate
  7. · ◇ What if… Iran reaches Hormuz agreement as Democrats win Senate — ▼ · impact -70 · confidence low · horizon quarters
  8. · Global stocks and Treasuries fall as Brent tops $102 — ▲ · impact +82 · confidence low · horizon immediate
  9. · IEA says it will accelerate oil reserve release — ▼ · impact -75 · confidence medium · horizon immediate
  10. · US EIA hikes oil price forecasts as Iran war drains stockpiles — ▲ · impact +78 · confidence medium · horizon weeks
  11. · S&P 500 hits record high as nuclear stocks surge — ▼ · impact -71 · confidence low · horizon immediate
  12. · Energy Transfer agrees to acquire Vaquero Midstream for $2.6 billion — ▲ · impact +40 · confidence low · horizon quarters
  13. · ◇ What if… Crude oil reaches $150 a barrel — ▲ · impact +86 · confidence low · horizon quarters
  14. · ◇ What if… Republicans win Kansas Senate race in 2026 — ▲ · impact +40 · confidence low · horizon quarters
  15. · ◇ What if… Saudi Arabia restarts East-West oil pipeline by October 15 — ▼ · impact -56 · confidence medium · horizon immediate
  16. · ◇ What if… US announces end of Iranian blockade by October 15 — ▼ · impact -67 · confidence low · horizon weeks
  17. · US to loan up to 40 million barrels from SPR — ▼ · impact -61 · confidence medium · horizon immediate
  18. · ◇ What if… Iran agrees to end uranium enrichment by December 31 — ▼ · impact -66 · confidence low · horizon quarters
  19. · Trump rejects Iran peace proposal as oil spikes — ▲ · impact +84 · confidence low · horizon immediate
  20. · Vessel traffic through Strait of Hormuz falls to two — ▲ · impact +62 · confidence low · horizon weeks
  21. · ◇ What if… Iran undergoes leadership change by December 31 — ▲ · impact +63 · confidence low · horizon immediate
  22. · Iran offers to reopen Strait of Hormuz if US eases pressure — ▼ · impact -68 · confidence low · horizon immediate
  23. · ◇ What if… Delcy Rodríguez leads Venezuela at end of 2026 — ▲ · impact +45 · confidence low · horizon quarters
  24. · ◇ What if… US and Iran hold diplomatic meeting by September 30 — ▼ · impact -73 · confidence low · horizon immediate
  25. · ◇ What if… Iran charges fees for Strait of Hormuz passage by October 31 — ▲ · impact +68 · confidence low · horizon immediate
  26. · ◇ What if… Reza Pahlavi enters Iran by December 31 — ▼ · impact -65 · confidence low · horizon weeks
  27. · ◇ What if… Saudi Arabia restarts East-West oil pipeline by September 30 — ▼ · impact -63 · confidence medium · horizon immediate
  28. · Saudi Arabia reports Iraq-launched drones hit East-West pipeline — ▲ · impact +67 · confidence medium · horizon immediate
  29. · ◇ What if… Crude oil reaches a new all-time high by December 31 — ▲ · impact +78 · confidence low · horizon weeks
  30. · ◇ What if… WTI crude oil reaches $100 in September — ▲ · impact +82 · confidence medium · horizon immediate
  31. · US EIA raises oil forecasts as Iran war drains stockpiles — ▲ · impact +76 · confidence low · horizon weeks
  32. · ◇ What if… Israeli forces withdraw beyond the Litani River by December 31 — ▼ · impact -22 · confidence low · horizon immediate
  33. · Middle East tensions push oil toward $100 as Asia stocks weaken — ▲ · impact +80 · confidence low · horizon immediate
  34. · ◇ What if… Iran and Oman reach a Hormuz agreement by September 30 — ▼ · impact -72 · confidence low · horizon immediate
  35. · ◇ What if… US and Iran reach a final nuclear deal by December 31 — ▼ · impact -74 · confidence medium · horizon immediate
  36. · ◇ What if… Strait of Hormuz disruption drives crude oil prices 30% higher — ▲ · impact +77 · confidence medium · horizon immediate
  37. · ◇ What if… Global oil prices reach $150 a barrel — ▲ · impact +84 · confidence medium · horizon immediate
  38. · ◇ What if… OPEC announces surprise 2M barrel production cut — ▲ · impact +82 · confidence low · horizon immediate
  39. · ◇ What if… US announces end of Iranian blockade by September 30 — ▼ · impact -73 · confidence medium · horizon immediate
  40. · ◇ What if… Strait of Hormuz traffic returns to normal by December 31 — ▼ · impact -58 · confidence low · horizon quarters
  41. · ◇ What if… Iranian regime falls before 2027, reshaping regional energy markets — ▼ · impact -60 · confidence medium · horizon weeks
  42. · OPEC Announces Surprise 2M Barrel Increase — ▼ · confidence high
  43. · ◇ What if… OPEC Doubles Oil Production Flooding Global Markets — ▼ · confidence high
  44. · ◇ What if… Federal Government Bans All Crude Oil Exports Effective Immediately — ▼ · confidence high
  45. · OPEC Announces Surprise Production Cut Of 2 Million Barrels Per Day — ▲ · confidence low

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