Iran Declares Strait of Hormuz 'Fully Blockaded' After Tanker Mine Strike
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…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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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…
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…
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