Hormuz Closure Halts Kuwait Oil Exports Amid Output-Halving Strike
Kuwait declares force majeure on oil shipments amid the Hormuz Strait blockade, per Bloomberg News, after a strike halved output and halted exports…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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Kuwait declares force majeure on oil shipments amid the Hormuz Strait blockade, per Bloomberg News, after a strike halved output and halted exports…
Iraq has declared force majeure on foreign-operated oilfields amid Hormuz disruption, per EnergyNow. Here's what the move means for crude supply and oil prices…
Iraq has suspended crude oil loading at all its terminals after a drone incident, per Reuters. Here's what the halt means for supply and oil prices right now…
UAE hit 4.1M bpd in June 2026 after formally exiting OPEC in May - but Brent is rallying on 'OPEC discipline.' Here's what the quota math actually shows…
OPEC's June production rebound looks like recovery. The UAE left the group May 1, 2026. The denominator changed. Here's what the headline missed. 158 chars…
UAE exited OPEC, Iraq is threatening to follow. The cartel is fracturing. Here's why that creates compelling oil and gas investment opportunities for U.S…
Venezuela's 1.23M bpd exports sound bullish, but that's 75% below 2001 peak. OPEC spare capacity is broken producers limping back to fractions of former glory…
How much oil is Venezuela actually producing in 2026? The current barrels-per-day numbers, why the export recovery is overstated, and what it means for crude prices…
UAE quits OPEC after 61 years as Brent hits $102. What this historic exit reveals about global oil supply deficits and where prices are heading in 2026…
Russia says there is no new OPEC+ plan — but the spare-capacity math tells its own story. What the 2026 production numbers show and why the cushion is thinner than advert…
Venezuela's 50% output boost sounds massive until you do the math: 200K bpd vs 7.2M bpd lost at Hormuz. The real story behind Repsol's empty 2028 promise…
OPEC spare capacity myth crumbles as Iraq's 4.2M bpd sits trapped behind Hormuz. 95% dependency exposes fatal flaw in bearish oil arguments. Data analysis…
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