EV Sales Surge on Hormuz Crisis - But the Demand Math Doesn't Add Up
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…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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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…
WoodMac says $90 oil accelerates EV adoption. Porsche is canceling the Taycan by 2030 due to weak demand. The data shows which thesis is breaking down in…
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