Domestic oil and energy-related stocks are experiencing mixed fortunes on a stock-by-stock basis amid a lack of clear direction in international oil prices. Recently, factors such as U.S. monetary policy, geopolitical risks in the Middle East, and global crude oil demand outlooks have been acting as variables, leading investors to continue differentiated trading based on earnings, dividends, and industry conditions.

As of the morning of this day, major large-cap refining stocks showed an upward trend, displaying a solid performance.

• GS: 77,100 won, up 5.62% from the previous trading day
• S-Oil: 113,600 won, up 3.09%
• Korea Shell Petroleum: 493,000 won, up 2.49%
• SK Innovation: 95,600 won, up 0.63% (modest gain)

Meanwhile, some mid- and small-cap oil stocks turned to a downward trend as profit-taking sell-offs emerged.

• Heunggu Petroleum: 8,930 won, down 3.88%
• Geukdong Yuhwa: 3,075 won, down 0.65%
• Michang Petroleum: 137,400 won, down 0.58%

The market projects that international oil prices will be influenced in the short term by the U.S. Federal Reserve's (Fed) interest rate path, the global economic outlook, and geopolitical variables in the Middle East. In particular, if the ceasefire tone between the United States and Iran continues, concerns over crude oil supply disruptions are expected to ease somewhat; however, there is also the possibility that oil price volatility could expand again depending on policy changes by oil-producing countries and seasonal demand increases.

The securities industry diagnoses that refining sector earnings will hinge on key variables such as 'refining margins' and a 'recovery in petrochemical industry conditions,' rather than simply on oil price movements. Accordingly, oil and energy stocks are expected to continue a stock-by-stock differentiated market trend amid a wait-and-see stance that monitors international oil price movements and global economic indicators.

[This article was written with the assistance of AI. This article is not intended to solicit investment, and the final judgment and responsibility for investments lie with the investor.]