Trump's 'Biggest Oil Deal' Can't Fix the Refinery Problem Inside It
Trump called Venezuela's agreement the biggest oil deal in history. Pentagon contradicted it in 48 hours. Here's the refinery-grade mismatch traders…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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Trump called Venezuela's agreement the biggest oil deal in history. Pentagon contradicted it in 48 hours. Here's the refinery-grade mismatch traders…
UAE crude output falls by more than half as the Strait of Hormuz closure forces shut-ins, per energynow.com, following the supertanker mine strike that lit the…
Gas-fired power capacity tied to U.S. data centers nearly doubled in one year. Here is what Wall Street's energy models have not priced yet - and why it…
UKMTO reports a vessel struck by three projectiles while exiting the Strait of Hormuz, escalating threats to tankers in the world's key oil chokepoint…
Oman says Iran-Gulf talks on the Strait of Hormuz have been postponed from Monday, per The Times of Israel, stalling diplomacy as US strikes and shipping…
Goldman Sachs says Persian Gulf exports are still 33% below pre-war levels in August 2026. Venezuela may exit OPEC. Here's what the data actually shows…
VLCC tanker earnings hit a record $647K/day on the Saudi-China route while WTI fell to $83.90. The physical and paper markets cannot both be right…
President Trump announced an oil deal with Venezuela securing control over its reserves, per 아시아경제. Here's what the move could mean for crude supply and prices…
Europe's gas storage hits a 20-year low in August 2026 as Qatar LNG flows recover to only 70% of pre-conflict levels. The 'recovery' headline is masking a…
Brent fell to $88.24 on Aug 25 while tankers were still being struck in Hormuz. Diesel cracks at records, Europe missing storage targets - paper markets…
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…
Nigeria's seaborne petroleum exports are up 7x since 2023 per EIA data. While markets panic over Hormuz, a 650,000 bpd refinery in Lagos may already be…
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