EIA Reports +0.1M bbl Crude Build - But the Real Story Is Underneath
EIA reports a +0.1M bbl crude build for Aug 21, but gasoline fell 2.5M bbl and diesel dropped 2.2M bbl. Here is what the headline missed. The headline…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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EIA reports a +0.1M bbl crude build for Aug 21, but gasoline fell 2.5M bbl and diesel dropped 2.2M bbl. Here is what the headline missed. The headline…
Houthis have escalated their Saudi shipping campaign with a strike on a VLCC supertanker, gCaptain reports, days after the group said it hit a tanker off Yanbu…
EIA reports a +4.4M bbl crude build for the week ending Aug 14, 2026. Refinery runs at 97.2% and Brent at $95.29 tell a different story. Full analysis…
UAE halts all trade ties with Iran after a missile attack, per Al-Monitor - a sharp escalation after Abu Dhabi said two Iranian missiles fell into the sea…
Trump threatened to bomb Oman over an Iran deal, per The Telegraph. Here's why a strike near the Strait of Hormuz could jolt crude prices. Developing story…
IRGC reports casualties in the latest US strike on Iran's Larak Island near the Strait of Hormuz, per Shafaq News, escalating a crisis with the US-Iran truce…
Saudi Arabia has suspended US military access to its bases and airspace, per News On AIR. Here's what the move means for Gulf security and crude oil prices now…
Russia's Sheskharis Black Sea oil terminal halted loadings after a drone attack, sources tell Reuters. Here's what the outage means for crude supply and prices…
WoodMac says $90 oil accelerates EV adoption. Porsche is canceling the Taycan by 2030 due to weak demand. The data shows which thesis is breaking down in…
Qatar just lost 17% of its LNG capacity for up to five years after an Iranian attack, its CEO says. Here's the supply-shock math and why oil could climb…
EIA reports a massive 17.4M barrel crude build to 424.4M bbl, yet WTI holds $84.77. Here is the evidence the headline number is hiding. The EIA just…
Russia is pumping almost 1 million barrels a day under its OPEC+ quota, Bloomberg reports. Here's what the shortfall means for crude supply and prices…
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