Category: Geopolitical

Middle East Oil Producers Face Export Hurdles Amid Hormuz Disruptions: Demand Destruction or Market Mispricing? Analyst Views on the Road Ahead for Oil Prices

Clark Savage893

Middle East oil producers are grappling with significant challenges in selling their crude, even as global benchmark prices (Brent and WTI) have surprisingly softened below or near pre-conflict levels. This comes despite a major supply shock from disruptions in the Strait of Hormuz following the early 2026 Iran conflict (U.S./Israeli strikes on Iran). The market […]

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Jack Prandelli stops by the Energy News Beat Global Oil and Gas Markets Update

Clark Savage252

You won’t want to miss this episode with Jack Prandelli from Switzerland. As an international trader and Substack Author, Jack has been on target with his articles on global oil and Gas Markets. Check out The Merchant’s News : https://themerchantsnews.substack.com/ Follow Jack on X @jackprandelli Connect with Jack on LinkedIn: https://www.linkedin.com/in/prandelligiacomo/ Add Free for our SubStack Subscribers. 1. LNG […]

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Calls for Oil Glut May Not Consider Realistic Oil Movements and Exploration

Clark Savage686

Recent analyst predictions of an impending oil glut and sharply lower prices have gained traction amid falling benchmark crude prices and reports of recovering tanker flows through the Strait of Hormuz. However, a closer look at actual oil movements, inventory dynamics, refinery constraints, and exploration activity suggests these calls may be getting ahead of reality. […]

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US is looking to ban Chinese inverters on Green Energy

Erick Parel976

The Trump administration is drafting restrictions that would effectively ban imports of new foreign-made energy inverters used in solar projects and battery storage systems, citing risks that China could use the devices to disrupt U.S. power supplies. According to an exclusive Reuters report published June 30, 2026, the Federal Communications Commission (FCC) is leading the […]

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Russia’s Fuel Crisis Deepens as Putin Acknowledges Growing Gasoline Shortages

Clark Savage338

Putin admitted Russia is experiencing fuel shortages and long lines at gas stations, while insisting the situation remains manageable. Ukrainian drone attacks on refineries, pipelines, and oil terminals have forced fuel restrictions across numerous Russian regions. Moscow is considering a diesel export ban and prioritizing fuel supplies for agriculture as it seeks to stabilize the […]

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Iranian Strikes on Tankers in the Strait of Hormuz Heighten Global Energy Security Risks

Clark Savage564

Tensions in the Strait of Hormuz escalated sharply this week with two reported attacks on commercial vessels, underscoring the vulnerability of one of the world’s most critical energy chokepoints. On June 25, the Singapore-flagged container ship M/V Ever Lovely (operated by Taiwan’s Evergreen Marine) was struck by what U.S. officials described as an Iranian drone […]

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Jeff Currie: Oil Market in Surplus Today, But That Tells Us Nothing About Tomorrow

Clark Savage883

In a sharp and timely appearance on CNBC’s Squawk Street today (June 26, 2026), veteran commodity strategist Jeff Currie delivered a clear-eyed assessment of the oil market’s current dynamics. While acknowledging a near-term surplus, Currie stressed that today’s conditions offer almost no guidance on what lies ahead. Currie, Senior Advisor at the Carlyle Group and […]

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