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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BreakingAug 31, 2026

Brent's premium over WTI falls to $2.41 with no news that Hormuz risk eased

The crude upgrade was sold as a waterborne supply-risk story. Crude is higher, and the barrel doing the work is the landlocked one.

oilbrent-wti-spread

Energy Analysis & Research

Brent's premium over WTI falls to $2.41 with no news that Hormuz risk eased

Caterpillar fell 5.1% while crude rose 7.4%. Reflation does not trade like that

Brent jumped to $96.72 and the oil view it broke is 33 hours old

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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

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