G7 Dumps 100M Barrels and Saudi Cuts Prices - So Why Is Diesel Still on Fire?
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…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
411 articles Updated every morning
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…
Iran's oil exports have fallen to zero this week as a U.S. blockade bites and the oil minister resigns. See the numbers and what it means for crude supply…
How long to refill drained oil stocks? Saudi Aramco's CEO says inventories hit by the Iran war could take two years to rebuild - and why crude stays on edge…
Kuwait's oil output is running at about 75% of pre-war levels, its state oil chief says. Here's what the shortfall means for crude supply and prices…
Gas cars fell below 50% of global sales for the first time ever - the same week Hormuz crude flows topped pre-war levels. One headline is misleading…
At least 10 supertankers reverse course from Fujairah amid Iran's Hormuz attacks, threatening a key oil-transfer workaround as the strait stays effectively…
EIA confirmed a U.S. natural gas production record in July 2026, yet Europe's utilities are sprinting back to coal. The bottleneck isn't output - it's LNG…
Dated Brent hit $120 while ICE futures trade near $101 - a $19 physical premium. Here's why the G7's 100M-barrel release won't close that gap…
A US strike hit Kharg Island, the hub behind nearly all of Iran's crude exports. Here's why oil markets are bracing for a supply shock and higher prices…
China halted October diesel exports and the US threatens to cut European supply in the same week. Brent at $113.96 hasn't priced the refined products…
EIA reports a +0.9M bbl crude build for week ending Sept 25, 2026 - but diesel stocks fell 2.3M bbl and refinery runs are sliding fast. The headline…
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