US Strikes Iran 8th Night After Two US Soldiers Killed
Report: New UK PM Andy Burnham approves British bases for US strikes on Iran, per @insiderpaper, as CENTCOM's air campaign and Hormuz shipping risks escalate…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
43 articles Updated every morning
Report: New UK PM Andy Burnham approves British bases for US strikes on Iran, per @insiderpaper, as CENTCOM's air campaign and Hormuz shipping risks escalate…
Unidentified aircraft strike Saudi Arabian oil refineries, per @IrishNews_24 - a sharp escalation after Saudi strikes on Sanaa airport and Houthi…
US airstrikes hit Qeshm Island near the Strait of Hormuz with explosions reported in Andimeshk, as new US strikes against Iran raise oil supply fears…
Iran fires a large ballistic missile salvo at Bahrain, home to the US Fifth Fleet, per @intelslava - part of widening attacks across Gulf states threatening…
Iran attacked 27 commercial ships in the Strait of Hormuz, NDTV reports. Kingdom Exploration breaks down what the escalation could mean for crude oil prices…
The Hormuz deal sent Brent plunging, but 100+ days of supply damage cannot be unwound overnight. Here is what smart oil and gas investors see that the…
Brent hits a two-month low on Iran deal hopes, yet 7M bpd still needs U.S. military escorts. Why this selloff is a mispricing event for oil well investors…
Iran's Hormuz toll regime permanently raises global crude costs. Why investors who sell the 'reopening' rally will be wrong - and how to position now…
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…
OPEC+ news 2026: Trump's India-Russia crude waiver proves U.S. geopolitics, not OPEC+ quotas, now controls global oil pricing. Analysis for investors…
Venezuela's 50% output boost sounds massive until you do the math: 200K bpd vs 7.2M bpd lost at Hormuz. The real story behind Repsol's empty 2028 promise…
Venezuela's oil infrastructure needs $50B+ and 18-24 months to restore production. With Hormuz removing 17M bpd, the cavalry isn't coming. Supply crisis…
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