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Energy & Oil

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
Korea’s 273 Million Barrels Are 91% Saudi — The 9% That Isn’t Will Matter More
Energy & Oil

Korea’s 273 Million Barrels Are 91% Saudi — The 9% That Isn’t Will Matter More

April 19, 2026
96 Hours to Ceasefire Expiry — Three Saudi Clocks Running Out at Once
Energy & Oil

96 Hours to Ceasefire Expiry — Three Saudi Clocks Running Out at Once

April 18, 2026
OFAC General License U Expires Tonight With No Renewal — and $90 Brent Has Not Priced It
Energy & Oil

OFAC General License U Expires Tonight With No Renewal — and $90 Brent Has Not Priced It

April 18, 2026
Sadara’s Tadawul Filing Is the First Legal Quantification of Saudi Arabia’s Industrial War Damage — and a $3.7 Billion Debt Cliff Is 58 Days Away
Energy & Oil

Sadara’s Tadawul Filing Is the First Legal Quantification of Saudi Arabia’s Industrial War Damage — and a $3.7 Billion Debt Cliff Is 58 Days Away

April 18, 2026
Aramco Said Days. The Finance Minister Said Months.
Energy & Oil

Aramco Said Days. The Finance Minister Said Months.

April 17, 2026
Saudi Oil Revenue Math Collapses as Brent Crashes 11% on Hormuz Opening
Energy & Oil

Saudi Oil Revenue Math Collapses as Brent Crashes 11% on Hormuz Opening

April 17, 2026
Saudi Arabia Is Producing 3 Million Barrels a Day Less Than Its Pipeline Can Carry
Energy & Oil

Saudi Arabia Is Producing 3 Million Barrels a Day Less Than Its Pipeline Can Carry

April 17, 2026
Saudi Arabia Solved the Wrong Chokepoint: The Yanbu Bypass Ends in Houthi Territory
Energy & Oil

Saudi Arabia Solved the Wrong Chokepoint: The Yanbu Bypass Ends in Houthi Territory

April 16, 2026
The $50 Crude Gap Saudi Arabia Has to Fix Before May 5
Energy & Oil

The $50 Crude Gap Saudi Arabia Has to Fix Before May 5

April 16, 2026
Saudi Arabia’s China Crude Shipments Halved in May as Record OSP Meets $91 Spot Market
Energy & Oil

Saudi Arabia’s China Crude Shipments Halved in May as Record OSP Meets $91 Spot Market

April 15, 2026
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