2 KILLED in Drone Strike on Saudi Oilfield
Two people were killed in a drone attack on a Saudi oilfield, Shafaq News reports. Here is what happened and why it puts crude supply and risk premiums in…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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Two people were killed in a drone attack on a Saudi oilfield, Shafaq News reports. Here is what happened and why it puts crude supply and risk premiums in…
US warships are ready for potential strikes on Iran, WSJ reports via Iran International, as Washington evacuates staff across Saudi Arabia and the Gulf…
EIA data shows a 3.1M-barrel crude draw to 412.5M bbl, now 3% below the five-year average. Here is what the mainstream missed this week. The headline…
EIA reports an 8.6 million barrel crude draw for the week ending Oct 9, 2026. Stocks hit 415.6M bbl as refinery demand and supply tighten. Full analysis…
Venezuela's $76B oil investment pledge could add more barrels than OPEC+'s entire cut package. Here's the supply math the market is missing in October…
A third US aircraft carrier and 10,000 troops are heading to the Middle East, per Iran International. Here is what the buildup means for crude oil supply risk…
The EIA just trimmed its 2026 oil crunch forecast. Global stockpiles drained 509M barrels and Iranian terminals sit empty. One number is badly wrong…
Hormuz shipping traffic has collapsed to single digits, data shows, as Iran asserts control over the strait that carries a fifth of the world's oil…
OPEC projects 2.6M bpd demand growth through 2027 while global stockpiles drain 509M barrels. EV headlines aren't moving the needle - here's the math…
Iran vows to respond to US strikes and warns American energy companies' facilities are 'exposed,' per EnergyNow, after US bunker-busters hit Iranian missile…
Ukraine launched roughly 1,000 drones at Russia, setting St Petersburg oil sites ablaze, per NDTV. Here's the strike and what it means for crude supply…
Baker Hughes rig count unchanged despite $110 Brent. Equatorial Guinea lost 85% of output to underinvestment. The supply response the market expects is…
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