Iran Declares Full Military Control of Strait of Hormuz
Iran's Armed Forces now claim full control of the Strait of Hormuz, per Mehr News, escalating the standoff after tanker strikes and a rejected reopening deal…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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Iran's Armed Forces now claim full control of the Strait of Hormuz, per Mehr News, escalating the standoff after tanker strikes and a rejected reopening deal…
A US strike hit Kharg Island, the hub behind nearly all of Iran's crude exports. Here's why oil markets are bracing for a supply shock and higher prices…
IEA says Saudi oil supply has fallen to a more-than-three-decade low after Houthi attacks on the Kingdom's infrastructure, deepening the supply shock and price…
Russia calls the killing of Iran's Supreme Leader Khamenei 'unacceptable' as the Hormuz crisis deepens. Here's what escalation means for crude oil supply…
The US is revoking the license that authorized Iranian oil sales, an official says. Here's what the move means for crude supply and oil-price risk…
An Indian seafarer has been killed after the MV Cape Dao was torpedoed near the Strait of Hormuz, per NDTV Profit, escalating the attack on commercial shipping…
Libya's Sharara pipeline was sabotaged, knocking 200,000 barrels a day offline, per Il Sole 24 ORE. Here's the supply hit and why crude prices could climb…
Houthis claim attacks on Riyadh as flames and smoke are seen near the Saudi capital's airport, per CNBC, escalating an incident involving an Aramco tank fire…
Only four ships passed through the Strait of Hormuz in a single day, UA.NEWS reports, as the supertanker mine strike and IRGC blockade choke off global oil…
OPEC projects 2.36M bpd demand growth in 2027 - a sixfold jump from its own 2026 estimate of 380K bpd it just cut. Here's why the math doesn't hold…
Aramco tells European buyers no contracted Saudi crude will arrive in October after the pipeline strike, deepening a supply crunch that has already hit…
Houthis complete their takeover of the Bab al-Mandab shipping lane, seizing the last key Red Sea islands, per The Times of Israel, tightening control over the…
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