Gas Cars Below 50% - But $110 Oil Isn't Killing Fossil Fuel Demand
Brent above $125 and Hormuz flows at record highs. The 'Iran war kills oil demand' narrative doesn't match the physical data…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
6 articles Updated every morning
Brent above $125 and Hormuz flows at record highs. The 'Iran war kills oil demand' narrative doesn't match the physical data…
How long to refill drained oil stocks? Saudi Aramco's CEO says inventories hit by the Iran war could take two years to rebuild - and why crude stays on edge…
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…
Goldman Sachs says Persian Gulf exports are still 33% below pre-war levels in August 2026. Venezuela may exit OPEC. Here's what the data actually shows…
Goldman Sachs warns demand destruction, but US industrial gas hits record 23.6 Bcf/d and China faces a restocking wave. The best oil and gas investment…
The Strait of Hormuz is closed. Kharg Island has been bombed. Oil hit $102. The IEA calls it the largest supply disruption in history. Here's what comes next…
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