The USA won’t be there to help you anymore, go get your own oil

President Donald J. Trump delivered a no-holds-barred message on Truth Social today that is already sending shockwaves through global energy markets and diplomatic circles. In a post targeting “allies” who sat on the sidelines during U.S. and Israeli operations against Iran, Trump declared that the era of America single-handedly guaranteeing safe passage for Middle East […]

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Tanker Struck Just North of Dubai

In the latest escalation of maritime attacks in the Persian Gulf amid the ongoing Iran conflict, a fully laden Kuwaiti crude oil supertanker was struck early Tuesday by what authorities described as an Iranian drone or an unknown projectile while anchored in Dubai waters. The incident occurred at approximately 12:10 a.m. local time in Anchorage, […]

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Iran Strikes UAE’s Key Hormuz Bypass: Fujairah Terminal Under Fire as One Major Pipeline Route Goes Down — Saudi’s 7M bpd Red Sea Lifeline Now at Risk from Houthis

Sea Lifeline Now at Risk from Houthis In a dramatic escalation of the Iran conflict, Iranian drone strikes have repeatedly hammered the UAE’s Fujairah oil terminal — the critical endpoint of the Abu Dhabi Crude Oil Pipeline (ADCOP, also known as Habshan–Fujairah). This pipeline was one of the region’s primary bypass routes around the now-blocked […]

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Energy Domino Supply Crisis In Motion

The Energy Realities Team has a blast rolling around the world. Oil, Gas, LNG, Wind and Solar are all discussed. The Energy Domino Crisis In Motion is really showing the world the weak points in energy security and the total interdependence of the global markets. The Energy Realities Team will break apart the current situation […]

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Saudi Pipeline Hits 7 Million BPD Goal Bypassing the Strait of Hormuz

In a remarkable display of strategic foresight and engineering resilience, Saudi Arabia has ramped its East-West Pipeline—also known as the Petroline—to full capacity of 7 million barrels per day (bpd), fully bypassing the disrupted Strait of Hormuz. This milestone comes at a critical moment. The ongoing Iran conflict has effectively closed the Strait of Hormuz […]

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What are the potential timelines for energy disruptions from the Strait of Hormuz

The Strait of Hormuz remains effectively closed amid the ongoing U.S.-Israel conflict with Iran, halting nearly all tanker traffic through the critical chokepoint that normally carries about 20% of global oil and LNG trade, along with roughly 5 million barrels per day (mbd) of refined petroleum products. JP Morgan Commodities Research has modeled the ripple […]

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