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.
77 articles Updated every morning
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…
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…
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…
Saudi Arabia has lost about 700,000 barrels a day after attacks on its sites, per energynews.pro - the first hard production figure since strikes hit Aramco…
Saudi Arabia tells OPEC its crude output slumped to the lowest since 1990, per Bloomberg, deepening supply fears as the Iran war squeezes flows and OPEC+ holds…
Two major Russian oil refineries have halted operations after strikes, Ukraine's General Staff confirmed. Here's what the outages mean for crude supply and…
UAE crude output falls by more than half as the Strait of Hormuz closure forces shut-ins, per energynow.com, following the supertanker mine strike that lit the…
UKMTO reports a vessel struck by three projectiles while exiting the Strait of Hormuz, escalating threats to tankers in the world's key oil chokepoint…
Oman says Iran-Gulf talks on the Strait of Hormuz have been postponed from Monday, per The Times of Israel, stalling diplomacy as US strikes and shipping…
Ukrainian drones have shut all major Lukoil refineries in Russia, per Euromaidan Press - escalating a campaign that first halted the Perm refinery and…
Investor Briefing
Answer a few quick questions to receive current project details and tax documentation.
For accredited investors · takes about 30 seconds