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Energy & Oil

Treasury Sanctions Hengli Petrochemical, China’s No. 2 Refiner, in Largest Economic Fury Round
Energy & Oil

Treasury Sanctions Hengli Petrochemical, China’s No. 2 Refiner, in Largest Economic Fury Round

April 25, 2026
Baker Hughes Just Bet $33 Billion That Hormuz Won’t Reopen Before Summer
Energy & Oil

Baker Hughes Just Bet $33 Billion That Hormuz Won’t Reopen Before Summer

April 24, 2026
Hormuz Functional Closure Confirmed: Five Ships, $106 Brent, and the Dallas Fed’s August Timeline
Energy & Oil

Hormuz Functional Closure Confirmed: Five Ships, $106 Brent, and the Dallas Fed’s August Timeline

April 24, 2026
US-Sanctioned Supertanker Yuri Halts at Larak on Eve of Islamabad Talks
Energy & Oil

US-Sanctioned Supertanker Yuri Halts at Larak on Eve of Islamabad Talks

April 24, 2026
Japan PM Takaichi Directly Asks MBS for Increased Oil Supply — and Saudi Arabia’s Physical Ceiling Makes the Answer Empty
Energy & Oil

Japan PM Takaichi Directly Asks MBS for Increased Oil Supply — and Saudi Arabia’s Physical Ceiling Makes the Answer Empty

April 23, 2026
Aramco’s Q1 2026 War-Price Paradox: 57% Profit Surge, 30% Production Loss, and the IPO Architecture That Separates Them
Energy & Oil

Aramco’s Q1 2026 War-Price Paradox: 57% Profit Surge, 30% Production Loss, and the IPO Architecture That Separates Them

April 23, 2026
The Six-Month Sentence
Energy & Oil

The Six-Month Sentence

April 23, 2026
Saudi Oil Revenue Falls $93 Million a Day Below Pre-War Baseline Despite Brent Crossing $101
Energy & Oil

Saudi Oil Revenue Falls $93 Million a Day Below Pre-War Baseline Despite Brent Crossing $101

April 22, 2026
The Peace Dividend Saudi Arabia Cannot Collect
Energy & Oil

The Peace Dividend Saudi Arabia Cannot Collect

April 21, 2026
Sixteen Ships Cross Hormuz on April 20 as Ceasefire Window Closes
Energy & Oil

Sixteen Ships Cross Hormuz on April 20 as Ceasefire Window Closes

April 21, 2026
Saudi Arabia’s Real Oil Price May Be $50 Above Every Fiscal Model
Energy & Oil

Saudi Arabia’s Real Oil Price May Be $50 Above Every Fiscal Model

April 19, 2026
Brent at $99 Creates Saudi Arabia’s Fiscal Paradox
Energy & Oil

Brent at $99 Creates Saudi Arabia’s Fiscal Paradox

April 19, 2026
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