Oil Demand Inelastic: China Petrochemical Cuts Prove $100 Floor
Brent holds above $98 despite China petrochemical collapse. Why crude demand inelasticity creates upstream opportunity while downstream margins crater hard…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
15 articles Updated every morning
Brent holds above $98 despite China petrochemical collapse. Why crude demand inelasticity creates upstream opportunity while downstream margins crater hard…
Hormuz crisis exposes energy transition myth as physical crude hits records, jet fuel shortages persist months, and oil demand proves inelastic at $113 WTI…
China's massive EV fleet can't reduce oil demand as Brent surges past $110. Iran crisis exposes EV transition myth - petroleum demand remains completely…
Investor Briefing
Answer a few quick questions to receive current project details and tax documentation.
For accredited investors · takes about 30 seconds