OPEC+ Silence While Diesel Hits $6.50: The Cartel Is Broken
U.S. diesel hit $6.50/gallon - a new record - while OPEC+ issued zero coordinated response. Here is what Riyadh and Moscow's silence actually means…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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U.S. diesel hit $6.50/gallon - a new record - while OPEC+ issued zero coordinated response. Here is what Riyadh and Moscow's silence actually means…
IEA forecasts record global coal demand in 2026 as Hormuz traffic collapses to 12 vessels. Oil traders pricing in peace - one position is catastrophically…
US is deploying three carrier strike groups and 20,000 troops for potential Iran strikes, JFeed reports, escalating the Hormuz crisis as Iran keeps the strait…
Saudi Aramco notified European buyers of zero October crude deliveries - 60 million barrels rerouted. Why Macron's SPR release cannot replace medium-sour…
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WTI futures sit near $96 on Saudi pipeline relief. But only 2 LNG carriers transited Hormuz this week and Europe gets zero Saudi barrels in October…
India warned the U.S. that a 100% tariff bill on Russian oil buyers could disrupt global energy markets. Russian exports are 50% below year-ago levels…
Asian LNG demand is now projected to fall 3-10% in 2026 - even as AI data centers were supposed to drive a supercycle. Here is what broke the thesis…
Trump has signed the Russia sanctions bill championed by Lindsey Graham into law, per CBS News, capping a bill that cleared Congress over party leaders'…
Iran's IRGC claims responsibility for striking a Togo-flagged tanker in the Strait of Hormuz, escalating tensions at the chokepoint after a U.S.-leased ship…
EIA reports a 600,000-barrel crude draw for the week ending Sept 11, 2026. Brent surges 7.9% as Saudi pipeline shutdown tightens global supply…
EIA weekly data shows crude stocks at 424.1M bbl with a 400K-bbl draw. Saudi pipeline outage and Cushing decline add fuel to a tightening supply picture…
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