OPEC's 2.6M Bpd Demand Surge Hides a Supply Math Catastrophe
OPEC projects 2.6M bpd demand growth in 2027 - 13x the 2026 pace. But Saudi output just recovered from a 30-year low and Hormuz remains choked…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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OPEC projects 2.6M bpd demand growth in 2027 - 13x the 2026 pace. But Saudi output just recovered from a 30-year low and Hormuz remains choked…
Oil majors are cutting Gulf of Mexico production as Hurricane Isaias strengthens, per WSJ, adding to the 1.28 million bpd already halted across the region…
The UK now sanctions over 90% of Russia's oil production capacity. Here's what the expanded measures mean for global crude supply and prices…
Two cargo ships have sunk near the Strait of Hormuz amid a spike in Iranian attacks, WSJ reports, as Tehran keeps the vital oil chokepoint effectively closed…
A US strike hit Kharg Island, the hub behind nearly all of Iran's crude exports. Here's why oil markets are bracing for a supply shock and higher prices…
IEA says Saudi oil supply has fallen to a more-than-three-decade low after Houthi attacks on the Kingdom's infrastructure, deepening the supply shock and price…
Russia calls the killing of Iran's Supreme Leader Khamenei 'unacceptable' as the Hormuz crisis deepens. Here's what escalation means for crude oil supply…
The US is revoking the license that authorized Iranian oil sales, an official says. Here's what the move means for crude supply and oil-price risk…
An Indian seafarer has been killed after the MV Cape Dao was torpedoed near the Strait of Hormuz, per NDTV Profit, escalating the attack on commercial shipping…
Libya's Sharara pipeline was sabotaged, knocking 200,000 barrels a day offline, per Il Sole 24 ORE. Here's the supply hit and why crude prices could climb…
Houthis claim attacks on Riyadh as flames and smoke are seen near the Saudi capital's airport, per CNBC, escalating an incident involving an Aramco tank fire…
Only four ships passed through the Strait of Hormuz in a single day, UA.NEWS reports, as the supertanker mine strike and IRGC blockade choke off global oil…
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