Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
367 articles Updated every morning
The Strait of Hormuz is closed. Kharg Island has been bombed. Oil hit $102. The IEA calls it the largest supply disruption in history. Here's what comes next…
Japan tapping 15 days of oil reserves isn't precaution - it's confirmation. Fujairah attacked, Sinopec cutting 10%, and 20M bpd Hormuz flow disrupted…
EIA forecasts $58 oil while 20% of global supply faces Hormuz disruption. Goldman raised Q2 Brent $10. The disconnect creates massive oil investment…
WTI crude hits $65 and Brent reaches $70 in January 2026, defying Wall Street forecasts of $54-58. Kingdom Exploration predicted this surge months ago…
Deep analysis of Trump's Venezuela oil policy and its paradoxical impact on global supply. Why markets are pricing in phantom barrels while real drilling…
U.S. military captures Venezuelan President Maduro in Operation Absolute Resolve. Analysis of oil market implications, supply disruption scenarios, and…
Current OPEC spare capacity in 2026, country by country — and why the EIA's capacity redefinition makes the cushion look bigger than it is. The numbers behind the headlin…
Analysis of how AI data center electricity demand will drive natural gas and fossil fuel investments through 2025-2026 as renewable energy fails to scale…
OPEC+ delayed output hikes while EIA forecasts $55 oil. But 3 contrarian catalysts point much higher. Full 2026 oil market analysis with investment…
Wall Street forecasts an oil surplus in 2026, but a 1.5M barrel-per-day supply collapse is hiding in plain sight. Here's what the bears are missing…
WTI hits 2-week high on Venezuela tanker seizures and Ukraine strikes on Russian shadow fleet. US shale peaking, refinery margins at 2025 highs. Bank of…
BRICS nations controlling 42% of global oil supply are systematically building infrastructure to challenge the petrodollar. Analysis of CIPS, mBridge, yuan…
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