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Israel–Hezbollah ceasefire becomes first test of Trump Iran framework after talks delay

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A U.S.-backed ceasefire between Israel and Iran-backed terror group Hezbollah was set to take effect Friday afternoon, as Washington tried to salvage a broader regional framework with Iran after talks scheduled for Switzerland were abruptly postponed.

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The Israel–Hezbollah ceasefire was set to take effect 9 a.m. Eastern Time/4 p.m. local time, both a senior U.S. and an Israeli official told Fox News Digital, but whether the ceasefire formally took effect remains disputed.  

The White House has not publicly commented on whether the ceasefire has formally taken effect. 

A Hezbollah spokesperson told Fox News Digital that the group would abide by the ceasefire if Israel does, but «reserves the right to respond» to any violation. The spokesperson said Hezbollah did not yet view the ceasefire as having taken effect, claiming Israel was still carrying out strikes in southern Lebanon more than an hour after it was supposed to begin.

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ISRAEL MOVES TOWARDS CEASEFIRE DEAL WITH HEZBOLLAH: REPORTS

Prime Minister Benjamin Netanyahu posted a video after the 4 p.m. local start time that he said showed Israel Defense Forces striking Hezbollah targets in Lebanon. It is unclear when those reported strikes took place, and Fox News Digital could not independently verify their timing.

«As I instructed – the IDF struck powerfully 150 Hezbollah targets in Lebanon and eliminated dozens of terrorists,» he wrote on X. 

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IDF spokesperson Effie Defrin said Hezbollah had killed four Israeli soldiers in overnight strikes early Friday. 

An airplane flies as smoke rises after an Israeli strike on Beirut’s southern suburbs amid escalating tensions between Hezbollah and Israel on March 6, 2026. (Khalil Ashawi/Reuters)

Still, an Israeli official said Israel intends to honor the ceasefire agreement.

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«If Hezbollah doesn’t shoot, we won’t shoot. If they shoot — we will respond,» the official told Fox News Digital.

The agreement came after negotiations between the U.S. and Iran scheduled to take place this weekend in Switzerland were abruptly postponed. The White House has not publicly provided a reason for the delay.

Trump has expressed increasing frustration with Netanyahu over the conflict with Hezbollah in Lebanon. 

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«Bibi has to be more responsible with respect to Lebanon,» Trump said to reporters Tuesday at the G7 conference in France. «Too many people are being killed, and you don’t have to knock down an apartment house every time you’re looking for somebody, because there are a lot of people in those apartment houses, and they’re not all Hezbollah, that I can tell you.»

«I’m not saying they shouldn’t protect themselves,» he added Wednesday during separate remarks to reporters. «I’m saying when two drones are shot into the desert and drop harmlessly, you don’t have to knock down buildings in Beirut. They could behave better, and frankly, they could do a better job.»

Hezbollah is an Iran-backed Shiite militant group and political movement based in Lebanon that the U.S. has designated as a foreign terrorist organization. Its conflict with Israel dates back decades, but the latest fighting has centered on Hezbollah rocket and drone attacks from Lebanon and Israeli strikes aimed at pushing the group back from the border and protecting northern Israeli communities.

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Smoke billows over Beirut's southern suburbs as seen from Baabda Lebanon

Smoke billows over Beirut’s southern suburbs following reported strikes amid escalating conflict involving Hezbollah and Israel, as seen from Baabda, Lebanon, on March 6, 2026. (Mohamed Azakir/Reuters)

«As the Vice President said at his press conference, the plans for the upcoming technical talks have not been finalized, and the U.S. delegation has been prepared to depart at the first available opportunity,» a White House spokesperson told Fox News Digital. «But the logistics of these negotiations have never been simple or predictable. As of now the Vice President is not departing tonight. We will let you know as soon as we have a concrete update about next steps.»  

The Iranian foreign ministry on Friday denied reports claiming Iran had once again closed the Strait of Hormuz. 

«The Armed Forces of the Islamic Republic of Iran have taken the necessary measures to ensure the safe passage of commercial ships through the Strait of Hormuz, in accordance with the Memorandum of Understanding on the End of the War dated 18 June 1405, and shipping is underway in this route,» foreign ministry spokesperson Esmail Baghaei said in a statement posted to Telegram.

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A separate Iranian official told Fox News Digital Friday that traffic was moving «slowly» through the strait due to mine-clearing operations. 

HORMUZ CHOKE POINT PERSISTS AS IRAN HALTS OIL TRAFFIC DESPITE TRUMP CEASEFIRE

U.S. officials have described the memorandum signed Wednesday as a 60-day framework for negotiations toward a final agreement largely focused on Iran’s nuclear program.

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They have said any U.S. force withdrawal from areas near Iran would be tied to a final deal, not required immediately under the initial agreement.

Fireball rising from site of Israeli airstrike in Beirut's southern suburbs

A fireball rises from the site of an Israeli airstrike targeting an area in Beirut’s southern suburbs overnight on March 10 to 11, 2026. (Fadel itani / AFP via Getty Images)

The agreement also declared the «immediate and permanent termination of military operations on all fronts, including in Lebanon,» according to U.S. officials.

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U.S. officials have said the memorandum also includes immediate oil sanctions waivers for Iran, an end to Iranian threats to the Strait of Hormuz and a process for lifting the U.S. blockade, and future talks over Iran’s nuclear program, including the fate of its enriched uranium stockpile.

Fox News Digital reached out to the Pentagon, Israeli Prime Minister’s Office and Iranian Foreign Ministry for additional comment and had not received responses by publication.

middle east, lebanon, treaties, iran, israel

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Migrant crisis pushes Italy to restore border checks with Spain, testing Europe’s open-border system

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Italy temporarily restored border controls on travelers arriving from Spain Friday as the mass migrant crossing into Ceuta, Spain, escalated from a Spanish emergency into a wider test of Europe’s passport-free travel system.

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The move followed the entry of approximately 60,000 migrants from Morocco into Ceuta, Spain — a Spanish autonomous city on the North African coast. Spain’s Interior Ministry said 48,300 people had since voluntarily returned to Morocco, leaving fewer than 2,000 people in the territory, while the reported death toll among migrants attempting to reach the enclave rose to 57 people.

The crisis is reverberating far beyond Spain because it challenges one of the European Union’s central promises: that member states can maintain open internal borders while jointly protecting the bloc’s external frontier.

Schengen rests on a tradeoff: participating countries remove most controls between one another while jointly securing the zone’s external borders. Italy’s decision to restore checks, alongside calls for tougher restrictions from conservative leaders across Europe, has raised questions about whether migration pressures could lead governments to retreat from free movement and reclaim more national control.

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WHITE HOUSE BLASTS SPANISH GOVERNMENT AS THOUSANDS OF MIGRANTS SURGE FROM MOROCCO, EMERGENCY REQUEST DENIED

Migrants from Morocco pour into Spain’s North African enclave Ceuta, July 30, 2026. (Reuters)

President Donald Trump also seized on the images from Spain, warning during a Cabinet meeting at Camp David, Maryland, Friday that a similar crisis could unfold in the United States if Republicans lose power.

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«I saw Spain yesterday, and I watched the catastrophe that took place,» Trump said.

«That same thing is going to happen to us if the Republicans don’t get elected — except worse,» he said, blaming «weak law, bad management» and liberal migration policies.

The breach also ignited a broader conservative backlash across Europe and the United States.

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Italian Prime Minister Giorgia Meloni said in a post on X that Italy would impose targeted checks on non-European Union nationals arriving from Spain by air or sea for one month, while coordinating with France to strengthen controls along the Franco-Italian border.

«This is an extraordinary measure, adopted to safeguard national security and prevent possible repercussions for our nation,» Meloni wrote.

She said the controls would remain in place only as long as necessary and would be designed to limit disruption to summer tourism.

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France was increasing checks along its border with Spain, Reuters reported Friday, while right-wing parties across Europe blamed Prime Minister Pedro Sánchez’s migration policies for weakening Spain’s ability to secure an external European Union border.

Reform UK leader Nigel Farage warned on X that the crisis would eventually affect Britain, while French politician Marine Le Pen called for tighter French border controls.

Israeli Ambassador to the United Nations Danny Danon criticized Spain for lecturing Israel on security while struggling to control its own border.

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White House officials Steven Cheung and Anna Kelly also connected the images from Ceuta, Spain, to the Biden administration’s border policies and Trump’s longstanding warnings about mass migration.

Nile Gardiner, director of the Margaret Thatcher Center for Freedom at the conservative Heritage Foundation think tank, told Fox News Digital that Ceuta, Spain, could become «a key turning point in the unraveling of the European Union.»

EU ADMITS IT ‘DIDN’T HAVE CONTROL’ ON MIGRATION AS BLOC RUSHES CRACKDOWN AHEAD OF NEW RULES

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Migrants run and cheer as they cross on foot into the North African enclave of Ceuta from Morocco, after swimming over from the Moroccan side and overwhelming police at the city's breakwater, according to Spain's Guardia Civil, in Ceuta, Spain, July 30, 2026.

Migrants run and cheer as they cross on foot into the North African enclave of Ceuta from Morocco, after swimming over from the Moroccan side and overwhelming police at the city’s breakwater, according to Spain’s Guardia Civil, in Ceuta, Spain, July 30, 2026. (FARO TV via Reuters)

«I think we are witnessing the beginning of the end of the European Union,» he said while acknowledging that his view remains outside the European mainstream. «Once you unravel Schengen — which I think is inevitable — this breaks down the entire European project.»

Mark Dubowitz, CEO of the Foundation for Defense of Democracies think tank, broadened the criticism of Sánchez.

«We told you Sánchez was a disaster,» Dubowitz wrote on X. «You dismissed the warnings because he vilified Israel, defended Hamas, attacked America, and cozied up to Chávez, Khamenei, and other anti-American dictators. Now that his migration policies are threatening Europe at home, you’ve suddenly woken up.»

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Ceuta is legally part of Spain despite being located on the North African coast, across the Strait of Gibraltar from mainland Spain. The approximately seven-square-mile territory shares a land border with Morocco and is one of two Spanish autonomous cities in Africa, along with Melilla.

Ceuta, Spain, is not a protectorate or colony. Its residents are Spanish citizens, and Madrid considers it an integral part of Spain, although Morocco disputes Spanish sovereignty over both territories.

The surge followed controversy over a Spanish Supreme Court ruling limiting authorities’ ability to summarily return migrants intercepted at sea, as well as a separate Sánchez government program granting legal status to undocumented migrants already living in Spain.

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The court ruled earlier in July that migrants intercepted while swimming or traveling by sea toward Ceuta or Melilla, Spain, could not be immediately returned under a special procedure written for people attempting to cross the territories’ fortified land borders. They must instead be processed through Spain’s ordinary immigration, asylum and removal system. The ruling did not grant them an automatic right to remain.

TRUMP CRITICIZES SPAIN AMID IRAN, NATO RIFT AS PM SANCHEZ FACES QUESTIONS OVER POLITICAL MOTIVES

A map showing Ceuta, Spain

A map shows Ceuta, a Spanish autonomous city on the North African coast bordering Morocco. (Fox News)

Sánchez blamed trafficking networks for spreading a false impression that migrants who reached Ceuta, Spain, by sea would be allowed to stay.

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Critics also pointed to Spain’s mass regularization program. The government initially estimated that approximately 500,000 undocumented migrants would qualify for renewable residence and work permits if they had lived in Spain for at least five months before the end of 2025 and had no criminal record. Applications ultimately reached approximately 1 million, far exceeding the original estimate.

«When you offer amnesty to over a million illegal migrants in Spain, this acts as a huge incentive for millions more to try to enter Spain illegally,» Gardiner said. «What we’ve seen in Ceuta over the last 24 hours is just the tip of the iceberg.»

Gardiner said the footage appeared to show that roughly 99% of those crossing were «fighting-age males» and warned of a potentially «significant terror risk.»

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«This is what happens when you introduce amnesty policies,» he added. «You literally open the floodgates on a biblical scale.»

The Spanish government argues that the program applies only to migrants who were already in the country before the cutoff and is designed to bring workers into the formal economy rather than encourage new arrivals.

Andrew Fox, senior associate fellow at the Henry Jackson Society, told Fox News Digital the crisis may have been deliberately triggered in response to regional geopolitics.

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«This is a crisis likely engineered by Morocco in response to Spain’s recent engagement with Algeria,» Fox said. «On a normal day, Spanish security can man gates and crossings, but they cannot control the Algerian side of the border. The fact that these people cannot simply be returned to Morocco en masse, however, shows that the international asylum and refugee system is fundamentally broken and open to widespread abuse. Without fixing that, there can be no border security in Europe.»

Gardiner warned that the political fallout could threaten Schengen and the wider European project.

Although the pressure on Ceuta, Spain, appeared to ease as thousands returned to Morocco, the breach had already spread beyond Spain — fueling a European fight over borders and entering the American political debate through Trump’s warning about a possible Democratic return to power.

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Morocco denied facilitating the mass crossing. Morocco’s ambassador to Spain, Karima Benyaich, told the Associated Press that the events in Ceuta had unfolded against Rabat’s wishes.

Spanish and Moroccan maritime patrols, supported by Spain's Maritime Rescue service, conduct rescue operations off the southern coast of Ceuta after a sharp increase in migrant arrivals to the Spanish enclave in North Africa. Nearly 2,000 migrants have reached Ceuta over the past two weeks, most by swimming around the Tarajal breakwater separating Spain from Morocco. The arrivals include hundreds of unaccompanied minors, prompting local authorities to warn that child protection facilities have been overwhelmed as rescue and border surveillance operations continue.

Spanish and Moroccan maritime patrols, supported by Spain’s Maritime Rescue service, conduct rescue operations off the southern coast of Ceuta after a sharp increase in migrant arrivals to the Spanish enclave in North Africa.  (Antonio Sempere / JNA Press/Sipa USA)

«We have always prioritized legal, orderly and safe migration for all,» Benyaich said. She did not address what triggered the sudden surge. Moroccan security forces later used water cannons and warning shots to prevent additional crossings, according to The Associated Press. 

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illegal immigrants, spain, border security, immigration

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The biggest threat in America’s race with China isn’t Beijing, tech executive warns

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America’s biggest obstacle in the technology race with China may not be Beijing, but growing resistance to new data centers and the power needed to run them, according to Palantir’s chief technology officer.

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«The proximate issues are definitely going to be power and backlash against data centers,» Shyam Sankar said in an interview with Fox News Digital at Palantir’s American Builder Summit.

Sankar, whose company builds software for the Pentagon, intelligence agencies and major manufacturers, argued the U.S. risks slowing its own technological progress more than falling behind Beijing.

«The only threat to AI generating prosperity for America is suicide, not homicide.»

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LEADING ECONOMIST WARNS OF RISE OF ‘GEN Z AFFORDABILITY SOCIALISM’

The U.S. and China are pouring billions into the race to dominate artificial intelligence, viewing the technology as central to economic growth, military power and geopolitical influence. Winning that race depends on an enormous buildout of data centers, power generation and transmission infrastructure to support increasingly capable systems. 

But those projects have drawn growing resistance from communities worried about electricity demand, water use and whether the benefits will outweigh the costs.

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Shyam Sankar, chief technology officer of Palantir Technologies, speaks during a Bloomberg Television interview on the sidelines of the Pennsylvania Defense and Innovation Summit in Carlisle, Pa., on Wednesday, July 15, 2026. (Tom Brenner/Bloomberg via Getty Images)

Companies have raced to build new data centers to support a wave of new computing infrastructure, fueling a nationwide expansion that also has sparked growing local opposition. The issue has spilled into the 2026 midterm campaigns, with candidates in battleground states such as Pennsylvania running ads focused on the economic and environmental effects of the projects.

Residents have raised concerns about electricity demand, water consumption, noise, traffic and whether utility customers will ultimately bear the cost of expanding the power grid. Some projects have been delayed or canceled, while lawmakers in several states have proposed restrictions or moratoriums on new facilities.

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THE WAR ON DATA CENTERS JEOPARDIZES OUR ECONOMY AND NATIONAL SECURITY

Some developers have responded by pairing new data centers with dedicated power generation rather than relying entirely on the electric grid.

Sankar argues those debates risk slowing the industrial gains the technology can already deliver. He pointed to one submarine-parts manufacturer that cut production planning from two weeks to less than an hour, freeing enough capacity to add a third shift.

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«There is no one on that shift who thinks, ‘Hey, I got my job because of AI,’ but that’s actually what happened,» he said.

Data center protest

Protestors hold up «Stop data centers» signs, on the day of President Donald Trump’s speech at the General Motors Proving Ground, in Milford, Michigan, July 27, 2026. (Carlos Osorio/Reuters)

The summit itself appeared designed to counter one of the AI industry’s biggest public relations challenges: fears that technology will replace jobs. Rather than showcasing increasingly capable AI models, Palantir filled the stage with factory workers, healthcare workers and military personnel demonstrating software they had built to solve problems in their own workplaces.

Sankar argued the AI industry has become overly focused on pursuing artificial general intelligence, or AGI, rather than deploying today’s AI systems across the economy.

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Artificial general intelligence, or AGI, refers to a still-theoretical system capable of performing a broad range of intellectual tasks at or beyond human level, rather than excelling mainly at narrower tasks such as writing, coding or image analysis.

He compared the current moment to the early days of electricity, arguing that while technology already exists, businesses have yet to reorganize themselves around it.

«The AI we have is powerful enough that it should have created more prosperity and value,» he said. «The only reason it hasn’t yet is not a failing of the technology, it’s a lack of our national will to push and invest in diffusing the technology through our economy.»

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«We shouldn’t lose the plot in pining away for a machine god,» he added.

The summit brought together a cohort of Palantir’s American Tech Fellowship, where workers from industries including manufacturing, healthcare and defense demonstrated AI applications they had built for use in their jobs.

The demonstrations were intended to illustrate Sankar’s contention: that AI will make workers more productive than ever rather than replace them.

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That runs against much of the public sentiment, where workers across industries have begun to wonder how long until their jobs will be done by a machine.

FOX NEWS POLL: MOVE OVER BIG BROTHER, VOTERS SEE BIG TECH AS GREATER THREAT TO US

«How many people have actually, at the front line, have experienced AI and how it’s changed their job versus how many people are imbibing the fear-mongering from the social media feed, which is partially a Chinese psyop as well.»

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artificial intelligence, military tech, tech, china

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La guerra en Oriente Medio deja ganancias millonarias para las grandes petroleras de Estados Unidos y Europa

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Los gigantes estadounidenses del petróleo y el gas obtuvieron enormes ganancias en primavera mientras los combates entre Irán y Estados Unidos obstaculizaban los envíos de petróleo y los consumidores de todo el mundo pagaban más por el combustible y afrontaban escasez.

El conflicto, que ya va por su sexto mes, detuvo la mayor parte del transporte marítimo a través del estrecho de Ormuz, una angosta vía marítima que antes servía como ruta de entrega para una quinta parte del petróleo y el gas natural del mundo. Con la restricción de los suministros mundiales, los precios del crudo Brent, el referente internacional, se dispararon de unos 70 dólares a más de 100 dólares por barril durante gran parte de marzo, abril y mayo, y en un momento alcanzaron los 126 dólares.

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El dinero que las petroleras acumularon entre principios de abril y finales de junio podría recibir un escrutinio adicional este año. Los precios de la gasolina, el diésel y el combustible para aviones subieron pronunciadamente durante ese periodo, aumentando los costos para los automovilistas y los pasajeros de aerolíneas. Los suministros escasearon en algunos países, lo que produjo un racionamiento esporádico de combustible en Australia y el cierre de oficinas gubernamentales en Nepal y Sri Lanka.

Exxon Mobil informó el viernes que sus ganancias del segundo trimestre se duplicaron hasta alcanzar 14.530 millones de dólares, impulsadas por una producción récord de diésel. El gigante petrolero, con sede en Spring, Texas, obtuvo 116.020 millones de dólares en ingresos, un 42% más que en el mismo periodo del año pasado.

Chevron, con sede en Houston, casi cuadruplicó sus ganancias, alcanzando12.070 millones de dólares y sus ingresos crecieron un 56%, llegando hasta 70.060 millones de dólares.

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Seis de las mayores petroleras de Europa registraron ganancias combinadas de 22.000 millones de dólares en el primer trimestre, más de un 40% por encima del mismo periodo del año pasado.

“Hay sectores en todo el mundo a los que esta crisis les va muy bien, y los productores de petróleo son uno de ellos”, afirmó Patrick Galey, responsable de combustibles fósiles en Global Witness. “Si comparamos eso con los cientos de millones de personas que lidian con apagones rotativos, recortes de electricidad, racionamiento, esperan en filas para conseguir comida, o enfrentan la interrupción en el suministro de fertilizantes y el posible impacto que eso tiene en los precios de los alimentos, no creemos que sea un precio justificable para que el resto del mundo lo pague”.

Proponen más impuestos a los grandes productores de petróleo

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Las empresas energéticas como Exxon y Chevron no fijan el precio del petróleo estadounidense, que osciló entre 68 y 115 dólares por barril durante el trimestre. Dicho precio está determinado por la oferta y la demanda, y por lo que los operadores, las refinerías y otros compradores están dispuestos a pagar.

Aun así, los demócratas del Congreso presentaron proyectos de ley en marzo para gravar a los grandes productores de petróleo por las ganancias que muestren a partir de 2026 y redistribuir lo recaudado a los consumidores.

“Es justo imponer un gravamen a las ganancias extraordinarias a los ingresos extraordinarios desmesurados, en lugar de recortar programas de alimentación infantil”, sostuvo Sheldon Whitehouse, el senador demócrata de Rhode Island que presentó la versión del Senado de la legislación.

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Una refinería de petróleo en Freeport, Texas, EE.UU. Foto: REUTERS

La iniciativa de Whitehouse y un proyecto complementario presentado por el representante de California Ro Khanna modificarían el código tributario de Estados Unidos para imponer un gravamen especial por barril a las empresas que produjeron o importaron al menos 300.000 barriles de petróleo al día en 2025. El impuesto sería el 50% de la diferencia entre el precio del petróleo en el momento del gravamen y el precio promedio por barril del año pasado. Propuestas similares no lograron aprobarse en años anteriores.

“El fin de semana pasado volvimos a superar los 4 dólares por galón en las gasolineras por las que pasé, y eso es un gasto grande, particularmente para las familias que obtienen sus ingresos conduciendo de un empleo a otro en la furgoneta o la camioneta de trabajo”, señaló Whitehouse. “Marca una diferencia real”.

El precio promedio de un galón de gasolina regular en Estados Unidos, que estaba por debajo de 3 dólares antes de que Estados Unidos e Israel lanzaran ataques contra Irán, llegó a 4,11 dólares el viernes. Eso es aproximadamente 1 dólar más que el costo de un galón en este mismo momento del año pasado.

Golpe al consumidor

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Empresas como Exxon y Chevron, que no solo extraen petróleo y gas, sino que también son dueñas de refinerías, están en la mejor posición para beneficiarse de las condiciones actuales del mercado, señaló Tom Seng, profesor adjunto de finanzas energéticas en la Texas Christian University.

Las refinerías convierten el crudo en gasolina, diésel, combustible para aviones y para calefacción doméstica. El incremento en los precios de esos productos hizo que las refinerías de Chevron fueran seis veces más rentables que en el mismo trimestre del año pasado, pese a procesar menos crudo y vender menos productos.

Buques en el Estrecho de Ormuz, vistos desde Musandam, Oman. Foto: REUTERS

El mercado mundial de refinación está desabastecido y, debido a que países como Rusia y China ya no exportan, empresas como Exxon y Chevron tienen que cubrir ese vacío, explicó Rob Thummel, gestor senior de carteras en Tortoise Capital. “Al mundo le va a faltar combustible para aviones, diésel y gasolina, así que probablemente seguiremos viendo mayores ganancias ahí”.

A finales de julio, las refinerías que planeaban comprar un barril de petróleo por unos 80 dólares veían ganancias potenciales de 50 a 60 dólares, lo cual es enorme en comparación con el rango promedio de 20 a 25 dólares, indicó Seng.

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“El rendimiento de la refinación, en términos porcentuales, se ha disparado”, afirmó. “El petróleo ahora tiene el precio que tiene por la guerra con Irán. Pero, mientras tanto, las refinerías ganan dinero a manos llenas”.

A escala mundial, no todas las refinerías han podido conseguir el suministro de crudo que necesitan para satisfacer la demanda desde que comenzó el conflicto, dijo Timothy Fitzgerald, profesor de economía empresarial en la Universidad de Tennessee que estudia la industria petrolera.

El combustible para aviones, altamente rentable

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Como resultado, las refinerías que cuentan con suficiente petróleo para trabajar, incluidas las de Estados Unidos, obtienen grandes ganancias, particularmente cuando producen combustible para aviones y diésel, cuyo precio es aproximadamente un 41% más alto en Estados Unidos que antes de que se bloqueara el estrecho de Ormuz.

“Si eres una empresa que posee una gran capacidad de refinación, las cosas se ven bastante bien”, señaló Fitzgerald.

Los precios del petróleo siguen en alza por la guerra entre Estados Unidos e Irán. Foto: AP

Las refinerías estadounidenses operan casi a plena capacidad y están listas para beneficiarse porque algunas refinerías en Oriente Medio y Rusia resultaron dañadas, mientras que otras en Asia no pueden conseguir la cantidad de petróleo que antes obtenían de Oriente Medio.

“En última instancia, quienes pagan son los usuarios de los servicios energéticos”, señaló Fitzgerald. “Los consumidores, personas como tú y yo comprando gasolina o diésel al por menor o boletos de avión. Pero también significa que casi todo lo demás que compramos lleva incorporado un contenido energético… y ahí es donde empiezas a preocuparte de que esto provoque aumentos de costos”.

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En el entorno geopolítico actual, algunas empresas ganan mientras otras pierden, indicó Fitzgerald.

“Si eres una empresa como un productor (de petróleo) de Estados Unidos, incluso una compañía internacional con sede en Estados Unidos, como Exxon o Chevron, que tiene mucha producción fuera del Golfo, las cosas van bien. Estás vendiendo tu producto a un precio más alto”.

Pero las empresas en Oriente Medio que no pueden beneficiarse del aumento de precios porque no pueden sacar su gas natural licuado del golfo Pérsico o muchos de sus yacimientos petrolíferos o instalaciones de procesamiento están dañados tienen una visión muy distinta de los acontecimientos recientes, agregó Fitzgerald.

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“Tu capacidad para vender cualquier cosa y el volumen que puedes sacar están tan limitados que tus ingresos caen mucho e incurres en mayores costos de transporte y de seguridad”.

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