Every Coordinated Release Since 2022 Ended With Prices Higher Six Months Later

Mar 12, 2026 · 1 min read

Oil Back Above $100 Shows Gulf Shipping Risk Is Priced as Permanent, Not Temporary

Oil Back Above $100 Shows Gulf Shipping Risk Is Priced as Permanent, Not Temporary

· 3 min read

Every Past Gulf Spike Ended With Producers and Traders Ahead of Households

Every Past Gulf Spike Ended With Producers and Traders Ahead of Households

· 2 min read

SPR-Style Releases Train Markets To Expect Bailouts And Weakens Conservation Incentives

SPR-Style Releases Train Markets To Expect Bailouts And Weakens Conservation Incentives

Mar 11, 2026 · 1 min read

Defense Contractors and Energy Majors Quietly Gain When Hormuz Stays Hot

Defense Contractors and Energy Majors Quietly Gain When Hormuz Stays Hot

· 1 min read