Energy & Oil
Two Supertankers Turned Back From Hormuz. The Third One Didn’t — and That’s the Story.
Brent at $96 After a Declared Blockade Is the Price of Disbelief
Saudi Arabia’s Pipeline Runs at Full Capacity. Yanbu’s Berths Do Not.
Saudi Arabia’s Quiet Rationing: How Bilateral Crude Deals Replaced the May OSP
Saudi Arabia’s Upstream Recovery Is Not One Problem. It Is Two.
CENTCOM Crossed Hormuz. Saudi Arabia Still Can’t Ship Its Oil.
The Oil Market Is Pricing Two Realities at Once
Aramco Restricts April Liftings to Yanbu and Arab Light Only — the First Supply Allocation of the War
Brent Drops 10% While Zero Tankers Clear the Strait
Saudi Arabia Built the Ceasefire That Is Bankrupting It
