SPR at 1983 Lows While 117M Barrels Can't Break $105 Oil
IEA releases 100M barrels and the U.S. adds 17M more - yet Brent holds at $105 and spiked to $110. SPR is near 1983 lows…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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IEA releases 100M barrels and the U.S. adds 17M more - yet Brent holds at $105 and spiked to $110. SPR is near 1983 lows…
Iraq has reduced oil output and warns of deeper cuts if Hormuz disruptions persist, officials say. Here's what the chokepoint risk means for crude prices…
WTI surged while Brent edged lower after Aramco HQ was struck and its CEO warned of a 'serious' supply squeeze. Here is what the divergence actually means…
API reported an 11.12M-barrel crude draw for week ending Oct 9, 2026, yet Brent sold off on Trump shadow fleet amnesty news…
API reports US crude inventories plunged 11.12M barrels in a week - the biggest draw yet - as global stockpiles drain by 509 million barrels and the SPR nears…
OPEC projects 2.6M bpd demand growth in 2027 - 13x the 2026 pace. But Saudi output just recovered from a 30-year low and Hormuz remains choked…
European November gas benchmark is hitting multi-year highs even after a Russia-Ukraine energy ceasefire. Persian Gulf LNG flows are still 75%+ below…
Southeast Asia's grid is too fragile for renewables at scale - yet fossil fuel demand keeps climbing. Here's why the Iran war isn't ending oil demand…
Brent above $125 and Hormuz flows at record highs. The 'Iran war kills oil demand' narrative doesn't match the physical data…
Energy Aspects says physical crude should be $150/bbl while futures sit near $110. Supertanker rates at $82M and a 3M-barrel stock draw prove the gap is…
EIA just raised its 2027 Brent forecast by $10/bbl. The same week Trump's Truth Social post cratered spot prices. Which signal is lying?…
Oil majors are cutting Gulf of Mexico production as Hurricane Isaias strengthens, per WSJ, adding to the 1.28 million bpd already halted across the region…
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