ExxonMobil Warns Kashagan Is Fading - No One Has a Plan B
ExxonMobil warns Tengiz is declining while Kashagan needs billions more. Combined 1.7M bpd at risk. Markets haven't priced this…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
9 articles Updated every morning
ExxonMobil warns Tengiz is declining while Kashagan needs billions more. Combined 1.7M bpd at risk. Markets haven't priced this…
Baker Hughes Aug 22 data: US rig count fell even as Brent hits $95. The shale supply response every model predicted at $90-100 oil is not arriving…
Eagle Ford decline signals a structural U.S. supply deficit. Learn how to invest in oil wells before Wall Street wakes up to the depletion reality. June 2026…
IEA 2026 data shows oil investment declining despite surging prices. Discover why this underinvestment paradox creates rare oil well investment opportunities…
Colombia's $40B project backlog revival at $100+ oil proves underinvestment crisis is structural. Why oil well investments now offer scarcity premium…
What the Platts Dubai benchmark is, why it prices most of Asia's crude, and how the 2026 benchmark crisis rippled into WTI and Brent — explained for investors in plain En…
US oil production hit record 13.6M bpd, yet rig count falls at $100 oil. This underinvestment crisis creates compelling oil well investing opportunities…
Suriname's $40B offshore financing gap at $110 oil exposes catastrophic underinvestment. Why even ideal conditions can't accelerate supply through 2030…
Iran conflict removes 8M bpd while 600M Africans lack power. Africa oil production expansion creates historic oil well investment opportunities in 2026…
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