EIA Sees $91 Oil. Brent Just Hit $108. Someone Is Very Wrong.
EIA's 2026 Brent forecast sits at $91.01 while spot prices hit $108.49 - a 19% miss. Here's what the physical market is saying that the model isn't…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
28 articles Updated every morning
EIA's 2026 Brent forecast sits at $91.01 while spot prices hit $108.49 - a 19% miss. Here's what the physical market is saying that the model isn't…
Brent fell to $88.24 on Aug 25 while tankers were still being struck in Hormuz. Diesel cracks at records, Europe missing storage targets - paper markets…
EIA projects 600,000 bpd of Middle East oil offline through end-2027, yet prices fell Thursday as OPEC and IEA slashed demand forecasts…
Airlines face severe jet fuel shortages as the Hormuz closure drags into its fifth month. Yet oil traders stay bearish. Here's why the math doesn't hold…
Iraq's oil exports have dropped 75% amid the Strait of Hormuz closure, per Iraqi News. Here's the number, the mechanism, and what oil watchers should track…
15 vessel attacks, 2 ships in 24 hours, $5/bbl Saudi reroute - yet oil traders are bearish. Citi raised Q3 Brent to $80. Which signal is lying?…
CPC July crude loadings are down about a fifth after drone attacks, sources tell Reuters. Here are the numbers and why the supply hit could lift oil prices…
Just two ships passed through the Strait of Hormuz in 24 hours, per Cyprus Mail - the world's most vital oil chokepoint is nearly paralysed…
Houthis fire a ballistic missile at a tanker, forcing it to turn back in the Red Sea, per TradeWinds News, escalating the strikes on Saudi oil tankers…
Kpler counts only 5 tankers through Hormuz vs. 20+ pre-crisis daily average. Oil dropped on Iran deal headlines - but no deal is signed…
Iraq's oil exports are disrupted by a Hormuz closure and Kurdistan outages, per Iraqi News. Here's what's flowing, what's blocked, and why crude could climb…
Ukraine launches roughly 400 UAVs at Russian territory with oil infrastructure hit hard, per @BeamTracker_ - the latest escalation after drone strikes set the…
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