IEA CUTS Oil Supply Outlook as Hormuz Disrupted
IEA now sees a record 1.8-million-bpd quarterly oil deficit as Hormuz stays disrupted, slashing 2026 supply to 102.02M bpd and draining global inventories…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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IEA now sees a record 1.8-million-bpd quarterly oil deficit as Hormuz stays disrupted, slashing 2026 supply to 102.02M bpd and draining global inventories…
API reported a 9.072M-barrel crude build for week ending Aug 7 - 18x above consensus - while Hormuz traffic fell to 6 vessels. One number is lying…
A ship was hit by a missile in the Gulf of Oman near the Strait of Hormuz, per Hindustan Times. Here is what the strike means for crude oil supply risk…
BofA says Hormuz needs 10x more ships to stabilize oil markets. Bloomberg confirms transits 'largely disrupted' Aug 11. Futures say peace is coming…
Iraq's oil exports have dropped 75% amid the Strait of Hormuz closure, per Iraqi News. Here's the number, the mechanism, and what oil watchers should track…
Iran fires cruise missiles at an oil tanker near Oman, setting it ablaze in the Strait of Hormuz, per Gulf News - the latest strike on vessels transiting the…
Just two ships passed through the Strait of Hormuz in 24 hours, per Cyprus Mail - the world's most vital oil chokepoint is nearly paralysed…
Brent hit a three-week low after 3 straight losing sessions, yet no Hormuz deal is signed and dozens of Iranian tankers remain idled…
Iran claims it intercepted hostile targets at the Strait of Hormuz entrance, per JFeed, after a tanker reported two explosions off Oman - raising oil supply…
Kpler counts only 5 tankers through Hormuz vs. 20+ pre-crisis daily average. Oil dropped on Iran deal headlines - but no deal is signed…
OPEC+ voted August 2 to boost quotas while Big Oil warned stocks are dangerously low. Tanker data shows the paper barrels aren't reaching market…
The vessel struck by a projectile in the Strait of Hormuz is identified as the MV Minoan Pioneer, hit off Oman near Al Khasab, per NewsCord's review of 14…
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