Shares of chemical and coatings companies are trading lower amid optimism regarding the U.S.-Iran dispute and improved transport through the Strait of Hormuz. More chemicals and feedstocks exiting the Persian Gulf may hinder pricing power and margins for companies that benefited from recent product shortages.

Shares of chemical and coatings companies are trading higher as fading expectations for further U.S.-Iran negotiations on free maritime transport through the Strait of Hormuz mean that shortages of specialty petrochemicals and other feedstocks may persist for longer.

Oklo Vs. X-Energy: Is the New Nuclear IPO the Better Buy?

Oklo and X-Energy are competing small modular reactor (SMR) companies with different technological approaches. Both are pre-commercial, highly speculative investments with no guaranteed regulatory approval. Oklo appears slightly ahead in development timeline, making it the marginally better choice between two risky bets.

CORRECTION: Dow Jones Industrial Average ETF Trust Ticker Is DIA

Shares of chemical and coatings companies are trading higher after reports suggesting that the Iranian government will try to delay a deal with the U.S. An impasse may mean that bottlenecking of feedstock cargoes may continue with limited Strait of Hormuz marine passage.

RBC Capital Maintains Outperform on LyondellBasell Industries, Raises Price Target to $72

RBC Capital analyst Arun Viswanathan maintains LyondellBasell Industries (NYSE:LYB) with a Outperform and raises the price target from $65 to $72.