SPR at 1983 Lows While 117M Barrels Can't Break $105 Oil
IEA releases 100M barrels and the U.S. adds 17M more - yet Brent holds at $105 and spiked to $110. SPR is near 1983 lows…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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IEA releases 100M barrels and the U.S. adds 17M more - yet Brent holds at $105 and spiked to $110. SPR is near 1983 lows…
WTI surged while Brent edged lower after Aramco HQ was struck and its CEO warned of a 'serious' supply squeeze. Here is what the divergence actually means…
Kpler data shows Middle East crude exports hit 18M bpd on several September days - yet Brent is above $125. Who is really paying for this war? The numbers…
EIA raised 2026 U.S. energy consumption to 95.84 qBtu while the SPR hits lows not seen since 1990. The post-SPR demand crunch nobody is pricing…
India warned the U.S. that a 100% tariff bill on Russian oil buyers could disrupt global energy markets. Russian exports are 50% below year-ago levels…
API reported a 9.072M-barrel crude build for week ending Aug 7 - 18x above consensus - while Hormuz traffic fell to 6 vessels. One number is lying…
Iran's Hormuz toll regime permanently raises global crude costs. Why investors who sell the 'reopening' rally will be wrong - and how to position now…
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