Hormuz Half-Shut Five Months: Why Oil Never Hit $150
Five months of Hormuz disruption cut 10%+ of global supply. Brent surged 20% in July - but never hit $150. China's rerouting is the buried explanation…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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Five months of Hormuz disruption cut 10%+ of global supply. Brent surged 20% in July - but never hit $150. China's rerouting is the buried explanation…
A reported strike on the Ali Al Salem Air Base fuel depot in Kuwait raises Gulf supply-risk fears. Here is what NewsCord reported and why crude could react…
The Caspian Pipeline Consortium has halted crude oil flow after Ukraine attacks, per @tractorreport - escalating a series of strikes that already suspended…
Iran struck the Fujairah oil zone as the UAE intercepted missiles and moved schools online, per News On AIR. Here is why crude prices could rise on the…
EIA data shows BEV sales dropped after tax credit expiration while hybrids hit 24% of new U.S. vehicle sales in Q2 2026 - the highest share ever recorded…
EIA data shows a 7.2M-barrel crude draw for the week ending July 24, 2026. Cushing hits 18.6M bbl and refineries run at 97.2%. The mainstream narrative…
Egypt officially confirms a drone attack caused a fire on gas ships at a Mediterranean port, after an explosion hit the LNG terminal at Damietta Port…
The US Treasury sanctioned 8 Iranian oil tankers and 10 entities, plus Chinese firms tied to Iran. Here's the count and what it means for crude supply…
Ukrainian drones damage the AVT-5 unit and three critical distillation columns at Russia's Perm Oil Refinery, deepening a wave of strikes on Russian refining…
The US says it has completed its strikes against Iran with explosions heard across the region, per The Jerusalem Post, after clashes tied to the Jordan base…
OPEC+ freezes quota hikes through year-end while Jazan goes dark, Cushing hits tank bottoms, and U.S. crude draws 3.3M barrels…
Drone attack sparks a fire on the Greek-interest tanker Nissos Sifnos near Novorossiysk, per Greek City Times, as Ukraine's Black Sea shadow-fleet campaign…
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