India Warns U.S. Sanctions Bill Could Break the Global Oil Market
India warned the U.S. that a 100% tariff bill on Russian oil buyers could disrupt global energy markets. Russian exports are 50% below year-ago levels…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
34 articles Updated every morning
India warned the U.S. that a 100% tariff bill on Russian oil buyers could disrupt global energy markets. Russian exports are 50% below year-ago levels…
API reported a 7.14M-barrel U.S. crude build the same week Brent hit $109. One number is driven by fear, not barrels. Here is the evidence…
EIA's 2026 Brent forecast sits at $91.01 while spot prices hit $108.49 - a 19% miss. Here's what the physical market is saying that the model isn't…
Brent hit $109.51 as StanChart flagged $110+ spikes - but CFTC data shows hedge funds cutting net-long positions. Which signal wins?…
Hedge funds were net bearish for 4 months of the U.S.-Iran war, missing $80 to $96. Now Goldman flags $120. Are funds buying the top? The data says yes…
U.S. diesel crack spreads hit a record $100/barrel while Brent trades near $85. History says crude futures always catch up to physical markets - not the…
EIA, IEA, and OPEC show irreconcilable oil balances in August 2026. U.S. distillate stocks near 23-year lows expose which agency's numbers don't add up…
U.S. says 15M bpd is flowing through Hormuz. Tanker counts say it's a trickle. Brent at $93 confirms which number is political…
Indian state refiners are panic-buying spot crude far in advance while September WTI sits at $81.19. One of those signals is catastrophically wrong…
EIA projects 600,000 bpd of Middle East oil offline through end-2027, yet prices fell Thursday as OPEC and IEA slashed demand forecasts…
15 vessel attacks, 2 ships in 24 hours, $5/bbl Saudi reroute - yet oil traders are bearish. Citi raised Q3 Brent to $80. Which signal is lying?…
Brent fell 8.3% on Hormuz diplomacy hope while US diesel exports hit a record high and UK fuel theft surged. The paper market and physical market are…
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