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.
28 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…
Iran's oil exports have fallen to zero this week as a U.S. blockade bites and the oil minister resigns. See the numbers and what it means for crude supply…
Kuwait's oil output is running at about 75% of pre-war levels, its state oil chief says. Here's what the shortfall means for crude supply and prices…
Libya halted output at the Hamada and Tahara oilfields after guards shut a pipeline valve, with force majeure threatened. See which fields are at risk now…
OPEC projects 2.36M bpd demand growth in 2027 - a sixfold jump from its own 2026 estimate of 380K bpd it just cut. Here's why the math doesn't hold…
Iraq asked OPEC for a higher quota the same week Brent hit $101 on tanker attacks. More quota means nothing if the barrels can't move. Here's the math…
Trump called Venezuela's agreement the biggest oil deal in history. Pentagon contradicted it in 48 hours. Here's the refinery-grade mismatch traders…
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…
EIA, IEA, and OPEC show irreconcilable oil balances in August 2026. U.S. distillate stocks near 23-year lows expose which agency's numbers don't add up…
Saudi Aramco is struggling to guarantee September crude deliveries to Asia, per Baird Maritime. Here's why the region's top supplier stumbling matters for oil…
Iraq's oil exports have dropped 75% amid the Strait of Hormuz closure, per Iraqi News. Here's the number, the mechanism, and what oil watchers should track…
Kuwait declares force majeure on oil shipments amid the Hormuz Strait blockade, per Bloomberg News, after a strike halved output and halted exports…
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