CTA Funds Are Long Oil at Records - While Hormuz Stays Shut
Standard Chartered flags record CTA long bets in crude as Cape rerouting doubles traffic without a supply windfall. Is the Hormuz rally real or a…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
4 articles Updated every morning
Standard Chartered flags record CTA long bets in crude as Cape rerouting doubles traffic without a supply windfall. Is the Hormuz rally real or a…
Murphy Oil posted $225.8M adjusted net income in Q2 2026 - 6x year-ago levels - while airlines ground flights for lack of jet fuel…
Airlines face severe jet fuel shortages as the Hormuz closure drags into its fifth month. Yet oil traders stay bearish. Here's why the math doesn't hold…
Hormuz closure hits 78+ days, severing 20% of global supply. Learn how to invest in oil wells before the SPR math forces a price reckoning. Data inside…
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