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.
27 articles Updated every morning
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…
Saudi state news agency says attacks have cut the kingdom's oil output and East-West Pipeline flow, as Houthi strikes on Riyadh and Aramco sites escalate…
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…
Saudi forces have begun a battle to force Houthis from the Bab al-Mandeb Strait, a key oil shipping chokepoint. Here's why crude prices could feel the pressure…
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…
France is deploying military forces to help defend Saudi Arabia's Red Sea oil facilities, per TWZ. Here's what the move signals for crude supply risk…
U.S. diesel hit $6.50/gallon - a new record - while OPEC+ issued zero coordinated response. Here is what Riyadh and Moscow's silence actually means…
Saudi Aramco notified European buyers of zero October crude deliveries - 60 million barrels rerouted. Why Macron's SPR release cannot replace medium-sour…
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…
WTI futures sit near $96 on Saudi pipeline relief. But only 2 LNG carriers transited Hormuz this week and Europe gets zero Saudi barrels in October…
Houthis have seized the Hanish Islands in the Red Sea, tightening pressure on Saudi oil routes as the Iran war escalates. Here's the oil-market fallout…
Aramco tells European buyers no contracted Saudi crude will arrive in October after the pipeline strike, deepening a supply crunch that has already hit…
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