Iraq Wants More OPEC Barrels. The Strait Says No.
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…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
73 articles Updated every morning
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…
Diesel crack spreads hit a record $100/barrel in August 2026 while headlines tout EV sales surging. The two numbers cannot coexist - here's which one is…
UKMTO flags a second carrier strike in a single day near the Strait of Hormuz with a casualty reported, per NDTV Profit, after a chief engineer was killed…
A drone struck a Greek tanker freshly loaded with Russian oil at the CPC terminal near Novorossiysk on Sunday evening. Here's what it means for crude supply…
A drone attack sparked a fire at the UAE's Fujairah oil zone as the UAE says it intercepted Iranian missiles. Here's the oil-market fallout and what to watch…
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