StanChart Called $110 Oil. Hedge Funds Are Fleeing the Trade.
Brent hit $109.51 as StanChart flagged $110+ spikes - but CFTC data shows hedge funds cutting net-long positions. Which signal wins?…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
10 articles Updated every morning
Brent hit $109.51 as StanChart flagged $110+ spikes - but CFTC data shows hedge funds cutting net-long positions. Which signal wins?…
How much oil is Venezuela actually producing in 2026? The current barrels-per-day numbers, why the export recovery is overstated, and what it means for crude prices…
UAE quits OPEC after 61 years as Brent hits $102. What this historic exit reveals about global oil supply deficits and where prices are heading in 2026…
Colombia's $40B project backlog revival at $100+ oil proves underinvestment crisis is structural. Why oil well investments now offer scarcity premium…
Venezuela's 50% output boost sounds massive until you do the math: 200K bpd vs 7.2M bpd lost at Hormuz. The real story behind Repsol's empty 2028 promise…
Vitol lost $500M betting against Middle East supply crisis. World's largest oil trader caught short proves structural deficit real for oil well investing…
US oil production hit record 13.6M bpd, yet rig count falls at $100 oil. This underinvestment crisis creates compelling oil well investing opportunities…
China's massive EV fleet can't reduce oil demand as Brent surges past $110. Iran crisis exposes EV transition myth - petroleum demand remains completely…
BlackRock, Vanguard, and State Street face federal antitrust lawsuit for suppressing oil production. Shale declining, costs doubled, and $90 oil is today's $40…
Saudi Aramco warns of 30M BPD supply gap by 2030 as $200B annual underinvestment meets 6% decline rates. Why $60 oil won't last for savvy energy investors…
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