Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
366 articles Updated every morning
Houthis claim attacks on Riyadh as flames and smoke are seen near the Saudi capital's airport, per CNBC, escalating an incident involving an Aramco tank fire…
WTI futures sit near $96 on Saudi pipeline relief. But only 2 LNG carriers transited Hormuz this week and Europe gets zero Saudi barrels in October…
India warned the U.S. that a 100% tariff bill on Russian oil buyers could disrupt global energy markets. Russian exports are 50% below year-ago levels…
Asian LNG demand is now projected to fall 3-10% in 2026 - even as AI data centers were supposed to drive a supercycle. Here is what broke the thesis…
Trump has signed the Russia sanctions bill championed by Lindsey Graham into law, per CBS News, capping a bill that cleared Congress over party leaders'…
Iran's IRGC claims responsibility for striking a Togo-flagged tanker in the Strait of Hormuz, escalating tensions at the chokepoint after a U.S.-leased ship…
EIA reports a 600,000-barrel crude draw for the week ending Sept 11, 2026. Brent surges 7.9% as Saudi pipeline shutdown tightens global supply…
EIA weekly data shows crude stocks at 424.1M bbl with a 400K-bbl draw. Saudi pipeline outage and Cushing decline add fuel to a tightening supply picture…
API reported a 7.14M-barrel U.S. crude build the same week Brent hit $109. One number is driven by fear, not barrels. Here is the evidence…
Libya halted output at the Hamada and Tahara oilfields after guards shut a pipeline valve, with force majeure threatened. See which fields are at risk now…
U.S. forces attacked Iranian boats attempting to seize a Navy drone, Axios reports. Here's what the escalation means for crude oil supply and prices now…
EIA's 2026 Brent forecast sits at $91.01 while spot prices hit $108.49 - a 19% miss. Here's what the physical market is saying that the model isn't…
Investor Briefing
Answer a few quick questions to receive current project details and tax documentation.
For accredited investors · takes about 30 seconds
