Oil Demand Inelastic: China EV Boom Fails as Brent Hits $110
China's massive EV fleet can't reduce oil demand as Brent surges past $110. Iran crisis exposes EV transition myth - petroleum demand remains completely…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
433 articles Updated every morning
China's massive EV fleet can't reduce oil demand as Brent surges past $110. Iran crisis exposes EV transition myth - petroleum demand remains completely…
Goldman Sachs warns oil shock will cost 10,000 US jobs monthly through 2026. Job losses prove oil is economic necessity, validating inelastic demand thesis…
Ukrainian drone strikes on Ust-Luga and Baltic terminals eliminate 2M bpd Russian oil exports permanently. Markets ignore supply shock while celebrating…
India's fuel subsidies at $155+ oil reveal demand won't break. World's 3rd largest consumer absorbs costs rather than destroy consumption - bullish signal…
Asian refiners pay unprecedented premiums for crude as physical oil markets reveal supply panic that $109 Brent doesn't show. The real crisis hides in spreads…
BlackRock, Vanguard, and State Street face federal antitrust lawsuit for suppressing oil production. Shale declining, costs doubled, and $90 oil is today's $40…
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…
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