Anas Alhajji Asks the Right Questions: How Long Can Strong U.S. Petroleum Product Exports Continue Before Causing Domestic Shortages and Price Spikes?

Energy markets are flashing warning signs as U.S. petroleum product exports remain near record highs while domestic inventories tighten amid escalating geopolitical risks in the Middle East. Veteran energy analyst Anas Alhajji (@anasalhajji) highlighted these concerns in his July 9, 2026, Daily Energy Report on X and Substack, posing a series of pointed questions that […]

Continue Reading

MOU violations look like Iran ended their path to a peaceful ending. What does this mean for the oil and gas markets?

The fragile ceasefire and sanctions relief framework between the United States and Iran has collapsed. President Donald Trump’s blunt assessment at the NATO summit in Ankara, Turkey, on July 8, 2026, made that clear: the Memorandum of Understanding (MOU) is “over,” the ceasefire is finished, and he has no interest in further dealings with the […]

Continue Reading

Ukraine Strikes 8 Russian Dark Fleet Tankers in Sea of Azov, Escalating Campaign Against Moscow’s Oil Lifeline

In a major overnight operation, Ukrainian drone forces struck eight Russian “shadow fleet” tankers in the Sea of Azov that were delivering fuel to occupied Crimea. The attack, described by Ukrainian commanders as achieving “industrial-scale results,” marks the latest and most concentrated blow in Kyiv’s sustained campaign to disrupt Russia’s energy exports and logistics supporting […]

Continue Reading

UK’s $667 Billion Net-Zero Bill Could Finish the Job That Ed Miliband Started and Make Britain Uncompetitive

The UK is staring down a £500 billion ($667 billion) price tag to hit its net-zero and clean power targets. This eye-watering sum, mostly front-loaded capital expenditure on renewables, grid upgrades, and transmission infrastructure, is set to hammer businesses and household bills for at least the next decade. According to the Energy Industries Council (EIC), […]

Continue Reading