Houthis Declare Red Sea Blockade After Striking Saudi Oil Tanker
Houthis fire a ballistic missile at a tanker, forcing it to turn back in the Red Sea, per TradeWinds News, escalating the strikes on Saudi oil tankers…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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Houthis fire a ballistic missile at a tanker, forcing it to turn back in the Red Sea, per TradeWinds News, escalating the strikes on Saudi oil tankers…
Kpler counts only 5 tankers through Hormuz vs. 20+ pre-crisis daily average. Oil dropped on Iran deal headlines - but no deal is signed…
Iraq's oil exports are disrupted by a Hormuz closure and Kurdistan outages, per Iraqi News. Here's what's flowing, what's blocked, and why crude could climb…
Ukraine launches roughly 400 UAVs at Russian territory with oil infrastructure hit hard, per @BeamTracker_ - the latest escalation after drone strikes set the…
Five months of Hormuz disruption cut 10%+ of global supply. Brent surged 20% in July - but never hit $150. China's rerouting is the buried explanation…
Both the Strait of Hormuz and Bab el-Mandeb are now effectively shut to tanker traffic, per Windward. Here is what two closed chokepoints mean for crude…
Saudi Yanbu exports down 41% from March peak while Russia's Black Sea terminal goes dark. The Hormuz backup plan is already broken - here's the hard data…
Russia's diesel export ban is driving a global price surge, per NewsBytes. Here's what the fuel-supply squeeze could mean for crude oil prices next…
Vessel traffic through the Strait of Hormuz has ground to a halt amid renewed fighting, per Natural Gas Intelligence. Here's why oil prices could rise…
Oil down 19% in May on ceasefire hopes, yet Japan imports crashed 66% and vessel attacks continue. Learn why this selloff is a rare oil well investing…
UK faces summer flight cancellations from jet fuel shortages. Aviation and shipping prove oil demand inelastic despite EV growth. Analysis for oil investors…
Australia's Ichthys LNG labor dispute threatens fuel-switching to oil as 20% of global LNG supply sits offline. Why diesel demand will spike 400k bpd…
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