Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
433 articles Updated every morning
Current OPEC spare capacity in 2026, country by country — and why the EIA's capacity redefinition makes the cushion look bigger than it is. The numbers behind the headlin…
Analysis of how AI data center electricity demand will drive natural gas and fossil fuel investments through 2025-2026 as renewable energy fails to scale…
OPEC+ delayed output hikes while EIA forecasts $55 oil. But 3 contrarian catalysts point much higher. Full 2026 oil market analysis with investment…
Wall Street forecasts an oil surplus in 2026, but a 1.5M barrel-per-day supply collapse is hiding in plain sight. Here's what the bears are missing…
WTI hits 2-week high on Venezuela tanker seizures and Ukraine strikes on Russian shadow fleet. US shale peaking, refinery margins at 2025 highs. Bank of…
BRICS nations controlling 42% of global oil supply are systematically building infrastructure to challenge the petrodollar. Analysis of CIPS, mBridge, yuan…
Oil markets face historic supply shocks: blockades, drone strikes, and 70 tankers sanctioned in one day. Why $56 oil today could mean $150 tomorrow…
Weekly oil market report: Fed rate cut provides support but 2026 surplus weighs on outlook. WTI and Brent analysis, technical levels, key events calendar…
OPEC+ meets January 2026 with 3 possible outcomes: deeper cuts, hold steady, or flood supply. Our probability-weighted analysis shows which is most likely…
Sinopec bombshell: China oil demand to peak by 2027. World's largest importer approaching ceiling. Analysis of EV impact, demand forecasts, and price…
The Federal Reserve rate cut weakened the dollar and sent crude oil to 2-week highs. Here is how monetary policy shifts are reshaping the 2026 oil outlook…
Breaking oil market analysis: EU sanctions 41 shadow fleet tankers, UK targets Russian oil producers, Venezuela faces production shut-ins. Josh Young sees…
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