Houthis COMPLETE Takeover of Bab al-Mandab Oil Chokepoint
Houthis complete their takeover of the Bab al-Mandab shipping lane, seizing the last key Red Sea islands, per The Times of Israel, tightening control over the…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
466 articles Updated every morning
Houthis complete their takeover of the Bab al-Mandab shipping lane, seizing the last key Red Sea islands, per The Times of Israel, tightening control over the…
Iraq asked OPEC for a higher quota the same week Brent hit $101 on tanker attacks. More quota means nothing if the barrels can't move. Here's the math…
Hedge funds were net bearish for 4 months of the U.S.-Iran war, missing $80 to $96. Now Goldman flags $120. Are funds buying the top? The data says yes…
China imported 37.9 million tons of crude in August 2026, up 6.2% month-over-month despite Brent near $96. The 'peak China demand' thesis just broke on…
Saudi Arabia has lost about 700,000 barrels a day after attacks on its sites, per energynews.pro - the first hard production figure since strikes hit Aramco…
South Korea's grid is 40% fossil-fuel dependent today. Japan is the world's 2nd largest LNG importer. The nuclear alliance math says demand stays locked…
Saudi Arabia tells OPEC its crude output slumped to the lowest since 1990, per Bloomberg, deepening supply fears as the Iran war squeezes flows and OPEC+ holds…
US retail diesel hit an all-time record the week of Sept 4, 2026, while BMI still calls a Hormuz deal by Sept 30. One market is catastrophically wrong…
Iran's Revolutionary Guards claim they attacked 2 US ships and 8 oil tankers in the Strait of Hormuz after fresh US strikes, sharply escalating the tanker…
China's official demand fell 9% yet Brent hit $96.02. Rosneft's CEO says China - not OPEC - sets oil prices. The spot-buying data proves who is right…
Two major Russian oil refineries have halted operations after strikes, Ukraine's General Staff confirmed. Here's what the outages mean for crude supply and…
China's oil consumption fell 9% YoY in Q2 2026 - the biggest drop since COVID. Yet Brent trades at $96. One of those numbers is lying…
Investor Briefing
Answer a few quick questions to receive current project details and tax documentation.
For accredited investors · takes about 30 seconds
