Gas Cars Below 50% - But Hormuz Crude Flows Just Hit a Record High
Gas cars fell below 50% of global sales for the first time ever - the same week Hormuz crude flows topped pre-war levels. One headline is misleading…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
8 articles Updated every morning
Gas cars fell below 50% of global sales for the first time ever - the same week Hormuz crude flows topped pre-war levels. One headline is misleading…
IEA forecasts record global coal demand in 2026 as Hormuz traffic collapses to 12 vessels. Oil traders pricing in peace - one position is catastrophically…
Brent hit $109.51 as StanChart flagged $110+ spikes - but CFTC data shows hedge funds cutting net-long positions. Which signal wins?…
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…
Brent surged 11%+ the week of July 17, 2026 - while specs were net short. Cushing below 20M bbls told the real story. Here's the physical data they ignored…
Oil down 19% in May on ceasefire hopes, yet Japan imports crashed 66% and vessel attacks continue. Learn why this selloff is a rare oil well investing…
Iraq's 5-month political deadlock and untested PM nominee threaten 4M+ bpd output. OPEC+ quota compliance is fiction - here's what markets are missing in 2026…
November 15 Israeli strikes near Iran's Kharg Island threaten 400K BPD oil exports. Insurance rates spike 35%. Oil prices set to surge from $64 Brent…
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