Iceland had a problem in 1973. For my older readers, this energy crisis may feel eerily similar. You see, roughly half of Icelandic homes were heated with imported oil, and they relied on foreign...
Elon Musk just can’t take his eyes off of one very specific 16-inch pipe. In fact, he’s so enraptured by this pipe that he had to give it its own branding. Musk calls it Starpipe.
Last week, President Trump thought he announced a bombshell when he touted that America had secured majority control of 65 billion barrels of Venezuelan reserves...
I’ve got Iran to the left of me. Houthis to the right. Here I am, stuck in the middle with Yanbu. That’s the jingle humming inside Crown Prince Mohammed bin Salman’s head for the last few...
Brent spiked past $116/bbl in March when the Strait of Hormuz slammed shut. What followed was a media obsessed on ceasefire deals, even if it meant someone would violate the peace deal within hours...
Believe it or not, John D. Rockefeller knew something that many oil investors still don’t know. His insight into crude profits wasn’t a secret, either. Actually, it was pretty simple — you...
When the CEO of Chevron stood in front of a crowd a month ago, his warning should’ve echoed across media headlines. He told us flat out that we’ll soon start seeing physical shortages —...
Look, the narrative now is pretty simple — the strait reopens, supply flows, inventory fills, crisis ends, prices normalize. But the reality is going to be messier...
A crude oil tanker with a false flag, fake insurance, and carrying Russian crude gets spotted by Western maritime surveillance. Soon after, a naval vessel approaches. The crew panics as the tanker...
When the Strait of Hormuz eventually fully reopens some time in 2027 (cross your fingers), the demand rebound from China and India alone is going to slam into an inventory system that'll be running...
Everyone's talking about oil markets, but in the end it'll be the power crisis that'll get us. By the time the market prices it in, the easy gains will already be taken...
I've been telling you since the first bombs fell that there would be a point of no return in this conflict — the point at which the supply damage is already baked into future oil flows. But...
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