More: Oil-Gas
The US Just Bombed Iran’s Shadow Fleet: What Happens to Oil, Banks and the Next Sanctions War?
TODAY'S NUMBERS:
$100 (Brent crude, after Wednesday's tanker strikes) · 4.92% (US 10-year Treasury yield) · $4,440 (gold, per troy ounce)
Oil and yields are climbing...
Australia Eases Gas Reserve Rules for LNG Exporters
Australia has revised a proposed rule that would have required natural gas exporters to keep 20% of their output for the local market. Instead,...
US-Iran Fire in the Strait of Hormuz: What Happens to Oil, Gold and the Fed’s Next Move
TODAY'S NUMBERS:
$97.19 (Brent crude, a six-week high) · $5.85 (US retail diesel, a record) · 4.79% (US 10-year Treasury yield)
War in the Gulf is...
Venezuela’s Oil Deal Has a Guyana Problem — and an OPEC One
The August 28th oil deal's least-noticed effects run through two files nobody has read together: it gives Washington, for the first time, a direct...
Regime Change, Itemized: Inside the Venezuela Oil Deal
The 65-billion-barrel Venezuela oil deal is not proof that regime change was sold with a resource contract attached as its explicit precondition — the...
Beyond Slogans: The Ten Structural Realities Governing Modern Energy Systems
Energy literacy has become a strategic necessity for modern societies. Electrification accelerates across Europe and the United States, natural gas remains the backbone of...
Iran’s Kharg Island: The Strategic Hub at the Heart of Its Oil Industry
Oil prices increased due to rising tensions involving Iran, sparked by a U.S. President Donald Trump's claim regarding Kharg Island oil hub, which an...
Trump’s Economic D-Day Threatens Everyone Except China
On Truth Social, Donald Trump announced what he called the most crushing economic operation the United States had ever mounted, promising Iran "economic warfare...
The Hormuz Shutdown and the New Fragility of Global Trade’s Most Critical Route
Five ships a day where a hundred used to sail. Six months after the US-Israel strikes on Iran, the world's most critical energy chokepoint...
Is China Replacing OPEC+ as the Key Force in Global Oil Markets?
Six months into the Iran war, OPEC+ is facing an unprecedented challenge to its influence over global oil markets. The alliance, which once had...