US Strikes Iran Near Hormuz as Oil Standoff Turns Kinetic
IRGC reports casualties in the latest US strike on Iran's Larak Island near the Strait of Hormuz, per Shafaq News, escalating a crisis with the US-Iran truce…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
43 articles Updated every morning
IRGC reports casualties in the latest US strike on Iran's Larak Island near the Strait of Hormuz, per Shafaq News, escalating a crisis with the US-Iran truce…
Kazakhstan alleges $10.7B in corrupt contracts at Kashagan, producing 400K-450K bpd. Markets haven't priced the risk. Here's what the IEA's supply math…
CENTCOM says US forces redirected 67 vessels, disabled 3 and boarded 2 to enforce the Iran blockade at the Strait of Hormuz, deepening the oil-supply…
Saudi Arabia is on high alert over warnings of a coordinated Iran-backed attack, per Ynetnews, as Tehran threatens to hit Gulf states if the US strikes again…
Iran says it downed a U.S. MQ-9 drone over the Strait of Hormuz, per Caspian Post. Here is what the incident means for the world's key oil chokepoint…
Crude touched a two-week high after a drone attack on a UAE nuclear power plant. Here's what happened and why oil prices could keep climbing on Gulf risk…
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…
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…
Iran's Revolutionary Guards say they stopped four ships trying to transit the Strait of Hormuz, per The Economic Times. Why crude oil markets are on alert now…
EIA reports a +2.0M bbl crude build for the week ending July 17, 2026. Kingdom Exploration breaks down what the headline misses - Cushing draws, SPR depletion…
Footage shared today shows Iranian missile impacts at Muwaffaq Salti Airbase in Jordan. Here's what the escalation could mean for crude supply and oil prices…
Brent jumped 2% past $85 after UKMTO reported a tanker interfered with by military forces ~100nm east of Duqm, Oman, with Hormuz traffic at a 3-week low…
Investor Briefing
Answer a few quick questions to receive current project details and tax documentation.
For accredited investors · takes about 30 seconds
