Russia Feeds Iran Intel to Target Saudi Oil Pipeline
AP reports Russia gave Iran satellite intelligence to target Saudi Arabia's East-West oil pipeline. Here's the supply risk and why crude could rise…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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AP reports Russia gave Iran satellite intelligence to target Saudi Arabia's East-West oil pipeline. Here's the supply risk and why crude could rise…
EQT just paid $50B for Range Resources on the same day Saudi, Turkish, and Pakistani officials landed in Tehran. The war premium that justifies the deal…
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…
US forces strike a cargo vessel trying to breach the Iran naval blockade, per Roya News - a sharp escalation as Brent tops $105 and Pentagon readies Iran…
An Indian seafarer has been killed after the MV Cape Dao was torpedoed near the Strait of Hormuz, per NDTV Profit, escalating the attack on commercial shipping…
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…
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…
U.S. forces attacked Iranian boats attempting to seize a Navy drone, Axios reports. Here's what the escalation means for crude oil supply and prices now…
Brent hit $109.51 as StanChart flagged $110+ spikes - but CFTC data shows hedge funds cutting net-long positions. Which signal wins?…
Saudi Arabia tells OPEC its crude output slumped to the lowest since 1990, per Bloomberg, deepening supply fears as the Iran war squeezes flows and OPEC+ holds…
UAE crude output falls by more than half as the Strait of Hormuz closure forces shut-ins, per energynow.com, following the supertanker mine strike that lit the…
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…
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