Russia Oil Exports Crippled: Baltic Attacks Remove 2M bpd Supply
Ukrainian drone strikes on Ust-Luga and Baltic terminals eliminate 2M bpd Russian oil exports permanently. Markets ignore supply shock while celebrating…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
43 articles Updated every morning
Ukrainian drone strikes on Ust-Luga and Baltic terminals eliminate 2M bpd Russian oil exports permanently. Markets ignore supply shock while celebrating…
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…
November 15 Israeli strikes near Iran's Kharg Island threaten 400K BPD oil exports. Insurance rates spike 35%. Oil prices set to surge from $64 Brent…
Russia loses 1.2M BPD as Ukraine strikes cripple oil export infrastructure. Brent up 3.8% as supply shock removes critical barrels from tight global market…
Venezuela oil exports collapsing - 586K bpd at risk. How supply destruction creates opportunity for direct oil investors. Market analysis and investment…
Analysis of how Russian oil sanctions and potential retaliation could drive oil to $200/barrel by 2026, creating major opportunities for energy investors…
Investor Briefing
Answer a few quick questions to receive current project details and tax documentation.
For accredited investors · takes about 30 seconds
