Energy & Oil
Energy & Oil
The Oil Market Is Pricing Two Realities at Once
Energy & Oil
Aramco Restricts April Liftings to Yanbu and Arab Light Only — the First Supply Allocation of the War
Energy & Oil
Brent Drops 10% While Zero Tankers Clear the Strait
Energy & Oil
Saudi Arabia Built the Ceasefire That Is Bankrupting It
Energy & Oil
Saudi Arabia Discloses 1.3 Million bpd War Damage — 48 Hours Late, One Day Before Islamabad
Energy & Oil
Bab al-Mandab Is the Ceasefire’s Undocumented Second Chokepoint — and Saudi Arabia Has No Way to Secure It
Energy & Oil
ADNOC’s Al Jaber Names 230 Trapped Tankers and Calls Hormuz “Not Open.” Saudi Arabia Is Still on the Phone to Tehran.
Energy & Oil
Goldman’s $90 Brent Forecast Rests on an LNG Assumption Hormuz Day 2 Data Already Destroyed
Energy & Oil
Iran Blocked Chinese Tankers at Hormuz on April 9 — The Ceasefire and the Strait Are Two Separate Negotiations
Energy & Oil
Trump Proposes US-Iran “Joint Venture” to Toll the Strait of Hormuz
Energy & Oil
Saudi Arabia Asked for an Open Hormuz. Iran Gave It One.
Energy & Oil
Aramco’s May OSP Is Now $15 Above Spot — and Every Asian Buyer Knows It
