$20-a-Barrel Freight: The Hidden Tax Eating the $116 Oil Rally
Goldman Sachs reports crude freight rates hit $20/barrel - up 567% in 12 months. Brent at $116 looks like a windfall. The physical market tells a…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
6 articles Updated every morning
Goldman Sachs reports crude freight rates hit $20/barrel - up 567% in 12 months. Brent at $116 looks like a windfall. The physical market tells a…
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…
EIA shows a 3M-barrel crude build the same week distillate stocks hit 12% below average and diesel tops $6.50. The supply-relief headline is wrong…
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…
U.S. refineries hit 98% utilization and diesel crosses $6/gallon for the first time ever. The bottleneck isn't crude - it's refining capacity…
US retail diesel hit an all-time record the week of Sept 4, 2026, while BMI still calls a Hormuz deal by Sept 30. One market is catastrophically wrong…
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