Energy Analysis

Energy Analysis & Research

Energy market analysis covering crude oil, natural gas, refined products, and the geopolitical supply dynamics that move prices. OPEC+, SPR, and EIA data decoded.

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BreakingJul 5, 2026

Ukraine Hits St. Petersburg Oil Terminal: Monday's Oil Open

A drone strike on Russian energy infrastructure near St. Petersburg lands with no live market to absorb it, Monday reprices everything.

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Energy Analysis & Research

Ukraine Hits St. Petersburg Oil Terminal: Monday's Oil Open

OPEC Is Raising Output Into a Strait That Won't Open

The Strait Is Closed and Oil Fell Anyway. The Shock Is Latent, Not Gone

Syria as Hormuz Bypass: Oil's New Map Prices Monday Open

Trump's Iran Blockade Threat Sends WTI Past $107: What Comes Next

Oil outlook: Hormuz stays constrained as US-Iran talks collapse

Iran Closes Hormuz: What Monday's Open Will Actually Price

Iran Oil Blockade: The Supply Math That Moves Crude Prices

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