Hedge Funds Buy the Hormuz Dip. The Tanker Market Disagrees.
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…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
3 articles Updated every morning
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…
VLCC tanker earnings hit a record $647K/day on the Saudi-China route while WTI fell to $83.90. The physical and paper markets cannot both be right…
Cushing crude fell below 20M barrels for 3 straight weeks ending July 10. Carlyle's Currie says the glut was an illusion. Here's the EIA data that proves it…
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