Peace Talks Cut Oil 3% - But the Supply Math Says That's Wrong
Oil slid 3% on Iran-Qatar mediation reports, yet benchmarks are heading for a fourth straight monthly gain. The supply math explains why the selloff is…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
32 articles Updated every morning
Oil slid 3% on Iran-Qatar mediation reports, yet benchmarks are heading for a fourth straight monthly gain. The supply math explains why the selloff is…
QatarEnergy extended its LNG force majeure to end-December 2026, driving European gas to $108.51/MWh - highest since 2022…
Ukraine launched roughly 1,000 drones at Russia, setting St Petersburg oil sites ablaze, per NDTV. Here's the strike and what it means for crude supply…
Energy Aspects says physical crude should be $150/bbl while futures sit near $110. Supertanker rates at $82M and a 3M-barrel stock draw prove the gap is…
EIA's 2026 Brent forecast sits at $91.01 while spot prices hit $108.49 - a 19% miss. Here's what the physical market is saying that the model isn't…
Brent fell to $88.24 on Aug 25 while tankers were still being struck in Hormuz. Diesel cracks at records, Europe missing storage targets - paper markets…
EIA projects 600,000 bpd of Middle East oil offline through end-2027, yet prices fell Thursday as OPEC and IEA slashed demand forecasts…
Airlines face severe jet fuel shortages as the Hormuz closure drags into its fifth month. Yet oil traders stay bearish. Here's why the math doesn't hold…
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…
15 vessel attacks, 2 ships in 24 hours, $5/bbl Saudi reroute - yet oil traders are bearish. Citi raised Q3 Brent to $80. Which signal is lying?…
CPC July crude loadings are down about a fifth after drone attacks, sources tell Reuters. Here are the numbers and why the supply hit could lift oil prices…
Just two ships passed through the Strait of Hormuz in 24 hours, per Cyprus Mail - the world's most vital oil chokepoint is nearly paralysed…
Investor Briefing
Answer a few quick questions to receive current project details and tax documentation.
For accredited investors · takes about 30 seconds
