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Energy & Oil

Iran’s Oil Storage Ceiling Three Weeks Out as US Sanctions Qingdao Haiye Terminal
Energy & Oil

Iran’s Oil Storage Ceiling Three Weeks Out as US Sanctions Qingdao Haiye Terminal

May 2, 2026
Saudi Arabia’s Yanbu Bypass Is About to Lose the Only Strait That Made It Work
Energy & Oil

Saudi Arabia’s Yanbu Bypass Is About to Lose the Only Strait That Made It Work

April 29, 2026
Two Tankers Cleared Hormuz Without the Larak Corridor. Only One Had Permission.
Energy & Oil

Two Tankers Cleared Hormuz Without the Larak Corridor. Only One Had Permission.

April 29, 2026
The War Is Now Profitable
Energy & Oil

The War Is Now Profitable

April 29, 2026
UAE Exits OPEC After 59 Years, Stripping Saudi Arabia of Its Last Enforcement Lever
Energy & Oil

UAE Exits OPEC After 59 Years, Stripping Saudi Arabia of Its Last Enforcement Lever

April 29, 2026
Iran Cannot Find Its Own Hormuz Mines — and the US Has No Ships to Clear Them
Energy & Oil

Iran Cannot Find Its Own Hormuz Mines — and the US Has No Ships to Clear Them

April 29, 2026
Saudi Arabia Inherits an OPEC It Cannot Operate
Energy & Oil

Saudi Arabia Inherits an OPEC It Cannot Operate

April 29, 2026
Iran Just Authorized a Japanese Tanker Carrying Saudi Crude Through Hormuz — and That Permission Is the Entire Point
Energy & Oil

Iran Just Authorized a Japanese Tanker Carrying Saudi Crude Through Hormuz — and That Permission Is the Entire Point

April 28, 2026
UAE Quits OPEC After 59 Years, Citing Gulf Solidarity Failure in Iran War
Energy & Oil

UAE Quits OPEC After 59 Years, Citing Gulf Solidarity Failure in Iran War

April 28, 2026
Physical Crude at $150 While Futures Say $97: The Market’s Verdict on Hormuz Is Already In
Energy & Oil

Physical Crude at $150 While Futures Say $97: The Market’s Verdict on Hormuz Is Already In

April 28, 2026
OPEC  Voted to Add 206,000 Barrels a Day. The Market Didn’t Even Blink.
Energy & Oil

OPEC Voted to Add 206,000 Barrels a Day. The Market Didn’t Even Blink.

April 28, 2026
Goldman’s $90 Q4 Brent Forecast Is $18 Below Saudi Break-Even
Energy & Oil

Goldman’s $90 Q4 Brent Forecast Is $18 Below Saudi Break-Even

April 27, 2026
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