Sinopec Says China Peak Oil Is Here - But Hormuz Says Otherwise
Sinopec declared China's oil demand peaked in 2025 - yet Asian buyers are paying record cargo premiums for Iranian replacements. Which signal is right?…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
366 articles Updated every morning
Sinopec declared China's oil demand peaked in 2025 - yet Asian buyers are paying record cargo premiums for Iranian replacements. Which signal is right?…
Ukrainian drones have shut all major Lukoil refineries in Russia, per Euromaidan Press - escalating a campaign that first halted the Perm refinery and…
Houthis have escalated their Saudi shipping campaign with a strike on a VLCC supertanker, gCaptain reports, days after the group said it hit a tanker off Yanbu…
ExxonMobil warns Tengiz is declining while Kashagan needs billions more. Combined 1.7M bpd at risk. Markets haven't priced this…
Baker Hughes Aug 22 data: US rig count fell even as Brent hits $95. The shale supply response every model predicted at $90-100 oil is not arriving…
Saudi exports from Egypt's Sidi Kerir port surged 33% in one month - but SUMED's 2.5M bpd cap can't cover 6M bpd lost to dual corridor squeeze…
Diesel crack spreads hit a record $100/barrel in August 2026 while headlines tout EV sales surging. The two numbers cannot coexist - here's which one is…
EIA reports a +4.4M bbl crude build for the week ending Aug 14, 2026. Refinery runs at 97.2% and Brent at $95.29 tell a different story. Full analysis…
U.S. diesel crack spreads hit a record $100/barrel while Brent trades near $85. History says crude futures always catch up to physical markets - not the…
EIA, IEA, and OPEC show irreconcilable oil balances in August 2026. U.S. distillate stocks near 23-year lows expose which agency's numbers don't add up…
UAE halts all trade ties with Iran after a missile attack, per Al-Monitor - a sharp escalation after Abu Dhabi said two Iranian missiles fell into the sea…
UKMTO flags a second carrier strike in a single day near the Strait of Hormuz with a casualty reported, per NDTV Profit, after a chief engineer was killed…
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