Has The US Flipped The Script?
12 June 2026: Iranian flows are halted, while other oil is trickling through.
According to both the US and…
A Strait-Up Fuel Shock
5 June 2026: How the Iran War rewired the refined product trade.
After the U.S. – Iran war caused a…
China’s Balancing Act
29 May 2026: China holds the key to the tanker market.
China is by far the largest crude oil importer…
Let’s Try That Again
22 May 2026: Canada revives plans for an additional crude export pipeline.
Last week, on May 15, 2026, the provincial…
The Times They Are A-Changin’
1 May 2026: Venezuela’s turnaround has started.
Since the end of March, the focus of the oil and tanker markets…
Insurance By Distance
15 May 2026: Asia’s oil diversification drive can redraw global tanker routes.
For many decades, mapping the oil flows in…
OPEC At A Crossroads
24 Apr 2026: Will OPEC’s influence fade or will the cartel adapt again?
The crisis in the Middle East and,…
Strait Back To Normal
8 May 2026: What happens after the Strait of Hormuz reopens?
It has been 69 days since the U.S. and…
“Energy Dominance” In Action
17 Apr 2026: Middle East crisis has made the U.S. the marginal supplier.
The crisis in the Middle East and…
Not “Strait-forward”
10 Apr 2026: The Strait of Hormuz will never be the same.
Prior to the conflict between the US, Israel…
