Refineries Are Maxed Out at 98% - and the White House Just Blinked
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…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
5 articles Updated every morning
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…
Trump called Venezuela's agreement the biggest oil deal in history. Pentagon contradicted it in 48 hours. Here's the refinery-grade mismatch traders…
Supermajors are set to report bumper Q2 2026 profits as governments signal windfall taxes. EIA data tells a different story about what comes next. 150 chars…
Chevron and Exxon post best earnings since 2022. Washington cries gouging. The data on refinery capacity, Hormuz, and inventory draws tells a different story…
PJM hit near-record power demand while U.S. refinery capacity fell 250,000 b/cd. Why the AI data center boom is quietly a petroleum demand story. 160 chars…
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