G7 Dumps 100M Barrels and Saudi Cuts Prices - So Why Is Diesel Still on Fire?
G7 released 100M barrels and Saudi Arabia cut Asian crude prices - yet diesel crack spreads stay elevated. Here is why the supply math does not add up in…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
15 articles Updated every morning
G7 released 100M barrels and Saudi Arabia cut Asian crude prices - yet diesel crack spreads stay elevated. Here is why the supply math does not add up in…
EIA confirmed a U.S. natural gas production record in July 2026, yet Europe's utilities are sprinting back to coal. The bottleneck isn't output - it's LNG…
VLCC spot rates hit $1.27M/day as JPMorgan admits it has no baseline for the Iran war exit. Hedge funds buying the dip may be fighting the last war…
EIA reports a +3.0M bbl crude build for Sept 18, 2026, but gasoline draws, refinery cuts, and Hormuz pressure tell a different story. Full data breakdown…
Hedge funds were net bearish for 4 months of the U.S.-Iran war, missing $80 to $96. Now Goldman flags $120. Are funds buying the top? The data says yes…
Trump called Venezuela's agreement the biggest oil deal in history. Pentagon contradicted it in 48 hours. Here's the refinery-grade mismatch traders…
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…
Kazakhstan alleges $10.7B in corrupt contracts at Kashagan, producing 400K-450K bpd. Markets haven't priced the risk. Here's what the IEA's supply math…
EIA projects 600,000 bpd of Middle East oil offline through end-2027, yet prices fell Thursday as OPEC and IEA slashed demand forecasts…
EIA reports a massive 17.4M barrel crude build to 424.4M bbl, yet WTI holds $84.77. Here is the evidence the headline number is hiding. The EIA just…
15 vessel attacks, 2 ships in 24 hours, $5/bbl Saudi reroute - yet oil traders are bearish. Citi raised Q3 Brent to $80. Which signal is lying?…
Houthis claim a hit on Saudi Arabia's Hormuz-bypass oil pipeline, per The Times of India. Here's the supply risk and why crude prices could climb…
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