Hormuz Half-Shut Five Months: Why Oil Never Hit $150
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…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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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…
Hormuz crisis exposes energy transition myth as physical crude hits records, jet fuel shortages persist months, and oil demand proves inelastic at $113 WTI…
OPEC spare capacity myth crumbles as Iraq's 4.2M bpd sits trapped behind Hormuz. 95% dependency exposes fatal flaw in bearish oil arguments. Data analysis…
Iran conflict removes 8M bpd while 600M Africans lack power. Africa oil production expansion creates historic oil well investment opportunities in 2026…
Ukrainian drone strikes on Ust-Luga and Baltic terminals eliminate 2M bpd Russian oil exports permanently. Markets ignore supply shock while celebrating…
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