U.S. Inventories Jump 7M Barrels While Brent Hits $109: The Data Doesn't Add Up
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…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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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…
Only four ships passed through the Strait of Hormuz in a single day, UA.NEWS reports, as the supertanker mine strike and IRGC blockade choke off global oil…
Houthis have seized the Hanish Islands in the Red Sea, tightening pressure on Saudi oil routes as the Iran war escalates. Here's the oil-market fallout…
Brent hit $109.51 as StanChart flagged $110+ spikes - but CFTC data shows hedge funds cutting net-long positions. Which signal wins?…
U.S. refineries hit 98% utilization and diesel crosses $6/gallon for the first time ever. The bottleneck isn't crude - it's refining capacity…
IEA slashed 1.4M bpd from its 2026 supply outlook AND cut demand in the same report. Brent hit $107.63 on headlines that buried half the story…
OPEC projects 2.36M bpd demand growth in 2027 - a sixfold jump from its own 2026 estimate of 380K bpd it just cut. Here's why the math doesn't hold…
Aramco tells European buyers no contracted Saudi crude will arrive in October after the pipeline strike, deepening a supply crunch that has already hit…
Two vessels were struck by projectiles off Oman with a fire reported aboard one, per UKMTO. Here is what the strike near key crude lanes means for oil…
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