India Ditched Russia for Gulf Crude - and Aramco Is Paying Them to Do It
Aramco is discounting barrels to Europe and India is abandoning Russian crude for Gulf supply - two moves that expose the OPEC supply-discipline story as…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
465 articles Updated every morning
Aramco is discounting barrels to Europe and India is abandoning Russian crude for Gulf supply - two moves that expose the OPEC supply-discipline story as…
Houthi rebels strike Saudi Aramco's Ras Tanura oil terminal, per Maritime Executive, escalating attacks on the kingdom's energy infrastructure as Iran warns of…
EQT just paid $50B for Range Resources on the same day Saudi, Turkish, and Pakistani officials landed in Tehran. The war premium that justifies the deal…
How long to refill drained crude and fuel stockpiles? Saudi Aramco's CEO says up to two years - and that thin buffer leaves oil exposed to any supply shock…
Egypt approves military aid to Saudi Arabia against the Houthis, per the NYT, widening the conflict after Houthi claims of a strike on Saudi oil pipeline pumps…
Pentagon bans Chinese rare earths from defense supply chains Jan 1, 2027 - 66 days away with no domestic alternative. Why EV and wind stalls could delay…
Baker Hughes: U.S. rig count flat 2 straight weeks at $116 Brent. The price-to-drill reflex that worked in 2022 is broken…
The U.S. military is ready to launch a large-scale attack on Iran within 96 hours of Trump's order, per 아시아경제 - escalating a crisis threatening Gulf oil supply…
Goldman Sachs reports crude freight rates hit $20/barrel - up 567% in 12 months. Brent at $116 looks like a windfall. The physical market tells a…
China drew down a 1.3-billion-barrel crude stockpile through 2026 - now nearly exhausted. Spot market re-entry adds a demand surge to an already tight…
Saudi Aramco ordered staff to evacuate Dhahran as clashes with Yemen's Houthis continue. Here's why the order at Aramco's home base threatens oil supply…
JODI data: Saudi exports hit 4.451M bpd in August while production fell to a record-low 6.24M bpd. The math implies Riyadh is quietly draining its buffer…
Investor Briefing
Answer a few quick questions to receive current project details and tax documentation.
For accredited investors · takes about 30 seconds
