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Gas Cars Below 50% - But $110 Oil Isn't Killing Fossil Fuel Demand
Brent above $125 and Hormuz flows at record highs. The 'Iran war kills oil demand' narrative doesn't match the physical data…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
409 articles Updated every morning
Brent above $125 and Hormuz flows at record highs. The 'Iran war kills oil demand' narrative doesn't match the physical data…
Energy Aspects says physical crude should be $150/bbl while futures sit near $110. Supertanker rates at $82M and a 3M-barrel stock draw prove the gap is…
EIA just raised its 2027 Brent forecast by $10/bbl. The same week Trump's Truth Social post cratered spot prices. Which signal is lying?…
Oil majors are cutting Gulf of Mexico production as Hurricane Isaias strengthens, per WSJ, adding to the 1.28 million bpd already halted across the region…
Saudi authorities say 12 are dead, including 1 American, and over 300 injured in the Riyadh airport missile attack, escalating a strike on the kingdom's…
The UK now sanctions over 90% of Russia's oil production capacity. Here's what the expanded measures mean for global crude supply and prices…
Kpler data shows Middle East crude exports hit 18M bpd on several September days - yet Brent is above $125. Who is really paying for this war? The numbers…
US forces strike a cargo vessel trying to breach the Iran naval blockade, per Roya News - a sharp escalation as Brent tops $105 and Pentagon readies Iran…
EIA data shows a 3.2M-barrel crude draw to 424.1M bbl week ending Oct 2. Refinery demand rises. Here is what the headline writers missed. The number the…
Vitol says Western oil inventories are exhausted, yet Brent dropped on Saudi cuts. We show which signal is lying - and what the 100M-barrel SPR release…
G7 released 100M barrels and Saudi Arabia cut Asian crude prices - yet diesel crack spreads stay elevated. Here is why the supply math does not add up in…
Saudi forces have begun a battle to force Houthis from the Bab al-Mandeb Strait, a key oil shipping chokepoint. Here's why crude prices could feel the pressure…
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