IEA Says Coal Demand Hits Record While Traders Bet Hormuz Resolves
IEA forecasts record global coal demand in 2026 as Hormuz traffic collapses to 12 vessels. Oil traders pricing in peace - one position is catastrophically…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
4 articles Updated every morning
IEA forecasts record global coal demand in 2026 as Hormuz traffic collapses to 12 vessels. Oil traders pricing in peace - one position is catastrophically…
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…
Indian Oil Corp. and MRPL halted Iraqi crude loadings as Hormuz crisis deepens. India is the world's #1 LNG buyer at 8.4M tons/yr…
Direct investing in oil wells just got a major catalyst. Alaska's 35B-barrel North Slope is back - and the Hormuz crisis is the match that lit the fuse…
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