Scenarios that move PSX

Phillips 66 Common Stock

Scenarios that move PSX: 57 analyses, 33 positive, 23 negative.

  1. · PetroChina set for record trading profit as war upends markets — ▲ · impact +58 · confidence low · horizon immediate
  2. · Trump waives many Russia-related sanctions and tariffs under new law — ▼ · impact -65 · confidence low · horizon weeks
  3. · ExxonMobil expects refining profits to jump $4.5 billion — ▲ · impact +70 · confidence high · horizon immediate
  4. · ◇ What if… Iran and Oman fail to reach a Hormuz agreement — ▼ · impact -40 · confidence low · horizon immediate
  5. · Delta Air Lines cuts 2026 earnings outlook — ▲ · impact +67 · confidence low · horizon weeks
  6. · US consumer prices accelerate in September as gasoline costs rise — ▲ · impact +62 · confidence low · horizon immediate
  7. · Greg Abel expands Berkshire Hathaway's Occidental Petroleum stake — ▲ · impact +18 · confidence low · horizon quarters
  8. · Saudi Arabia leads OPEC+ output increase despite Iran war — ▲ · impact +59 · confidence medium · horizon weeks
  9. · ◇ What if… Iran reaches Hormuz agreement as Republicans win Senate — ▲ · impact +65 · confidence low · horizon immediate
  10. · Americas face heavy-oil glut as freight squeeze disrupts trade — ▲ · impact +63 · confidence medium · horizon weeks
  11. · ◇ What if… US imports Russian diesel by October 31 — ▼ · impact -62 · confidence high · horizon immediate
  12. · Delta Air Lines Q3 earnings miss estimates as fuel costs hurt margins — ▲ · impact +65 · confidence high · horizon immediate
  13. · Ryanair warns insanely higher jet fuel costs could persist into 2028 — ▲ · impact +73 · confidence high · horizon immediate
  14. · Oil tanker transits through Hormuz fall to two-month low — ▼ · impact -62 · confidence low · horizon immediate
  15. · IEA says it will accelerate oil reserve release — ▼ · impact -58 · confidence low · horizon immediate
  16. · Iran official says illegal Strait of Hormuz routes will soon be blocked — ▼ · impact -50 · confidence low · horizon weeks
  17. · Shell sees record-high refining margins in third quarter — ▲ · impact +74 · confidence high · horizon immediate
  18. · Cenovus Energy agrees to acquire Athabasca Oil — ▲ · impact +22 · confidence low · horizon quarters
  19. · ◇ What if… Republicans win Texas Senate race in 2026 — ▲ · impact +52 · confidence low · horizon quarters
  20. · Putin says Russia will withhold diesel exports until sanctions lifted — ▲ · impact +78 · confidence high · horizon immediate
  21. · ◇ What if… Saudi Arabia restarts East-West oil pipeline by October 15 — ▲ · impact +51 · confidence medium · horizon weeks
  22. · Projectiles hit three oil tankers in Strait of Hormuz — ▼ · impact -48 · confidence low · horizon weeks
  23. · ◇ What if… US announces end of Iranian blockade by October 15 — ▲ · impact +56 · confidence low · horizon quarters
  24. · US to loan up to 40 million barrels from SPR — ▲ · impact +59 · confidence medium · horizon immediate
  25. · US to finalize sharply lower vehicle fuel economy standards — ▲ · impact +50 · confidence low · horizon quarters
  26. · ◇ What if… Karen Bass wins Los Angeles’ 2026 mayoral election — ▼ · impact -18 · confidence low · horizon quarters
  27. · Trump backs diesel export ban as fuel prices hit records — ▼ · impact -70 · confidence high · horizon immediate
  28. · ◇ What if… Iran undergoes leadership change by December 31 — ▲ · impact +50 · confidence low · horizon quarters
  29. · Iran offers to reopen Strait of Hormuz if US eases pressure — ▲ · impact +30 · confidence low · horizon weeks
  30. · Petrobras board approves joining Brazil's diesel subsidy program — ▼ · impact -15 · confidence low · horizon weeks
  31. · Global diesel prices hit records as further rises loom — ▲ · impact +82 · confidence high · horizon immediate
  32. · ◇ What if… Iran loses control of Kharg Island by December 31 — ▲ · impact +52 · confidence low · horizon weeks
  33. · Global diesel shortage likely to persist into 2027 — ▲ · impact +80 · confidence high · horizon immediate
  34. · ◇ What if… Delcy Rodríguez leads Venezuela at end of 2026 — ▼ · impact -49 · confidence low · horizon weeks
  35. · ◇ What if… Nicolás Maduro remains Venezuela's leader at end of 2026 — ▼ · impact -45 · confidence medium · horizon quarters
  36. · ◇ What if… US and Iran hold diplomatic meeting by September 30 — ▲ · impact +55 · confidence low · horizon weeks
  37. · ◇ What if… Iran charges fees for Strait of Hormuz passage by October 31 — ▼ · impact -50 · confidence low · horizon immediate
  38. · ◇ What if… Reza Pahlavi enters Iran by December 31 — ▼ · impact -43 · confidence low · horizon weeks
  39. · ◇ What if… Saudi Arabia restarts East-West oil pipeline by September 30 — ▲ · impact +60 · confidence low · horizon weeks
  40. · ◇ What if… Houthis enter Aden by September 30 — ▼ · impact -50 · confidence low · horizon quarters
  41. · Dangote launches Africa’s biggest oil refinery as ‘people’s IPO’ — ▼ · impact -52 · confidence high · horizon quarters
  42. · Trump says US could stay in Iran and keep oil — ▼ · impact -43 · confidence low · horizon immediate
  43. · Saudi Arabia shuts oil pipeline as Houthis tighten Red Sea grip — ▼ · impact -50 · confidence low · horizon immediate
  44. · Saudi Arabia reports Iraq-launched drones hit East-West pipeline — ▼ · impact -61 · confidence low · horizon immediate
  45. · Iran-US shipping attacks drive oil tanker rates to records — ▼ · impact -43 · confidence medium · horizon quarters
  46. · Trump administration to sanction a large unnamed bank on Monday — ▲ · impact +38 · confidence low · horizon weeks
  47. · Dow weighs exiting $20 billion partnership with Aramco — ▲ · impact +12 · confidence low · horizon quarters
  48. · ◇ What if… US and Iran reach a final nuclear deal by December 31 — ▲ · impact +67 · confidence medium · horizon weeks
  49. · ◇ What if… Strait of Hormuz disruption drives crude oil prices 30% higher — ▼ · impact -53 · confidence low · horizon immediate
  50. · Ukraine and Iran wars push diesel to record highs — ▲ · impact +80 · confidence high · horizon immediate
  51. · Renewed US-Iran strikes lift oil and diesel prices — ▲ · impact +57 · confidence medium · horizon immediate
  52. · ◇ What if… Israel closes its airspace by September 30 — ▼ · impact -36 · confidence low · horizon immediate
  53. · ◇ What if… Trump doubles tariffs on Canadian imports — ▼ · impact -73 · confidence medium · horizon immediate
  54. · ◇ What if… US announces end of Iranian blockade by September 30 — ▲ · impact +66 · confidence medium · horizon weeks
  55. · ◇ What if… Iranian regime falls before 2027, reshaping regional energy markets — ◆ · confidence low · horizon immediate
  56. · ◇ What if… Federal Government Bans All Crude Oil Exports Effective Immediately — ▲ · confidence high
  57. · OPEC Announces Surprise Production Cut Of 2 Million Barrels Per Day — ▲ · confidence low

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