With this wild group of 7 stories, and one from CENCOM, I needed to also have a subtitle of “these three key points: “Paper vs. Physical: The Fractured Oil Market” “When Energy Meets Geopolitics: A Perfect Storm” “The Hidden Risks in America’s Power Infrastructure” No deal – The negotiation team could not agree on […]
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In a sharp escalation following the collapse of direct U.S.-Iran peace negotiations in Pakistan, President Donald Trump has ordered the U.S. Navy to enforce an immediate blockade in the Strait of Hormuz. The directive specifically targets vessels that pay or attempt to pay illegal tolls to Iran’s Islamic Revolutionary Guard Corps (IRGC), which has been […]
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As of April 11, 2026, the global oil market is split into two. On one side sits the “paper” market — the futures contracts and financial instruments that most investors, analysts, and headline writers track. On the other hand is the physical, or delivery, market — the actual barrels of crude that refiners must load […]
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Geopolitical shocks are piling up on global oil supply, and traders are bracing for another wild session when Asian markets open in the coming hours. With the Iran war now five weeks old and fresh Ukrainian drone strikes hammering Russian refining and export terminals over the past four months, the question on every energy desk […]
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As the Iran war enters its fifth week and the Strait of Hormuz remains effectively closed, Goldman Sachs has issued a stark warning in its April 2026 report titled “Are We Running Out of Oil?” The bank’s analysts, led by Yulia Zhestkova Grigsby, conclude that the world is indeed facing acute physical shortages of crude […]
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The Strait of Hormuz, one of the world’s most critical energy chokepoints, saw dramatically reduced maritime traffic in March 2026 amid ongoing regional tensions following U.S.-Israeli strikes on Iran and subsequent Iranian restrictions on shipping. According to data shared by MarineTraffic and analytics firm Kpler, a total of just 220 vessels transited the strait during […]
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By Stuart Turley, Energy News Beat President Trump’s blunt March 31, 2026, Truth Social post — “go get your own oil” — has sent shockwaves through global energy markets already reeling from the Iran conflict and the closure of the Strait of Hormuz. With U.S. gasoline prices topping $4 a gallon, diesel costs surging worldwide, […]
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In a sharp escalation of the ongoing regional conflict, Iran has placed the United Arab Emirates’ strategic Fujairah oil export terminal squarely in its sights. Once hailed as a masterstroke of energy security engineering, the Fujairah terminal and its connected pipeline have become a focal point of vulnerability as Tehran retaliates against perceived U.S.-linked operations […]
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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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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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