More Tankers STRUCK as Iran Keeps Hormuz Closed
Trump rejects Iran's seven-day offer to reopen the Strait of Hormuz, per Panay News, deepening the standoff over the closed waterway as tankers keep getting…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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Trump rejects Iran's seven-day offer to reopen the Strait of Hormuz, per Panay News, deepening the standoff over the closed waterway as tankers keep getting…
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…
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…
US is deploying three carrier strike groups and 20,000 troops for potential Iran strikes, JFeed reports, escalating the Hormuz crisis as Iran keeps the strait…
Asian LNG demand is now projected to fall 3-10% in 2026 - even as AI data centers were supposed to drive a supercycle. Here is what broke the thesis…
Iran's IRGC claims responsibility for striking a Togo-flagged tanker in the Strait of Hormuz, escalating tensions at the chokepoint after a U.S.-leased ship…
U.S. forces attacked Iranian boats attempting to seize a Navy drone, Axios reports. Here's what the escalation means for crude oil supply and prices now…
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…
Aramco tells European buyers no contracted Saudi crude will arrive in October after the pipeline strike, deepening a supply crunch that has already hit…
Iraq asked OPEC for a higher quota the same week Brent hit $101 on tanker attacks. More quota means nothing if the barrels can't move. Here's the math…
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…
OPEC+ holds output for October while Hormuz traffic craters to 4 ships. WTI at $91.48, Brent $96.02. The cartel isn't managing this market - the war is…
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