TotalEnergies Moves Peak Oil Demand to 2035 - and Blames the Iran War
TotalEnergies pulled peak oil demand forward 5 years to 2035-2040, blaming the Iran war. But OPEC+ froze output and reserves hit multi-year lows…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
5 articles Updated every morning
TotalEnergies pulled peak oil demand forward 5 years to 2035-2040, blaming the Iran war. But OPEC+ froze output and reserves hit multi-year lows…
China's EV exports jumped 140% to 349,000 units in March 2026, yet oil prices remain near $100. The data reveals why oil demand stays inelastic despite…
Hormuz crisis exposes energy transition myth as physical crude hits records, jet fuel shortages persist months, and oil demand proves inelastic at $113 WTI…
Japan's coal imports surge 47% as $110 oil exposes renewable energy's fatal flaw during the Hormuz crisis. What the green transition got dangerously wrong…
EIA forecasts 13% Alaska oil production growth by 2026, contradicting peak demand predictions. Why forecasters keep revising demand upward and what it means…
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