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Oil & Upstream

Crude oil, OPEC+, US shale and upstream energy market news and analysis for commodity traders.

OPEC supply sinks to a 37-year low as Iran's barrels vanish, yet Brent eases

Pakistan Trades Geography for Washington's Favor as Hormuz War Keeps Brent Above $100

Nayara Completes Vadinar Turnaround as India's Refiners Stay Squeezed on Crude

US drew a record 10m barrels from the SPR last week as Hormuz tankers finally move

Strait of Hormuz 5 Jun

India's Venezuelan crude buys jump 51% as Rosneft eyes the same barrels

Centrus falls 5.4% as spot uranium slips to $85.95, denting the safer-fuel trade

What the Brent bulls are glossing over as the Gulf premium spreads

Three things oil bulls are ignoring as the Hormuz premium leaks away

Strait of Hormuz 5 Jun

North Sea drilling jumps the queue as cabinet splits on Miliband's green line

South America's crude surge outpaces the US, yet barely dents the Hormuz supply hole

Strait of Hormuz 5 Jun

Demand Destruction Becomes the Swing Factor in the Oil Shock

Brent Holds Below $96 as China's Demand Slump Offsets the Hormuz Shock

North Dakota Pitches a Second Bakken Boom Built on Enhanced Recovery

The oil market is pricing peace. Three things it may be ignoring.

Traders sold oil on an Iran deal. The IAEA just said the risk went up.

What the Hormuz crude trade is missing: the squeeze is in diesel, not Brent

RBOB bears are reading the gasoline build and ignoring the crude tank under it

Crude Holds Near $108 as Iran Strikes Keep Hormuz Risk Premium Alive

Strait of Hormuz 4 Jun

REalloys Locks Greenland Heavy Rare Earth Offtake as Pentagon Floods the Sector With Cash

EIA Pegs US Crude at 14 Million Barrels a Day in 2027, a Mark It Has Never Hit

Equinor posts $3.10bn Q1 net income as 9% production growth meets high prices

US Crude Stockpiles Draw Fastest in Four Decades as Export Boom Empties Tanks

United States 4 Jun

Israel-Lebanon truce hangs on Hezbollah as crude keeps its war premium

Guyana's Atlantic Barrels Become the Oil War's Quiet Winner

The oil market is watching Hormuz. The signal that matters is coming from China.

Strait of Hormuz 4 Jun

The oil market is mistaking a draining buffer for a comfortable one

Crude's rebound is leaning on a war premium the tape may be mispricing

Kpler drone data points to deeper Cushing draw as Iran ceasefire whipsaws crude

Bloomberg Survey Pegs Brent Near $100 as Storage Stays 8% Above Last Year

Kuwait says oil output needs 10-12 weeks to recover after Hormuz reopens

Strait of Hormuz 3 Jun

Bloomberg Calls the Peak on Iran's Oil Weapon as Asia Buys Coal

Iraq Claws Output Back to 1.6m bpd as Hormuz Crisis Eases

Strait of Hormuz 3 Jun

Pertamina holds 1 mmboe/d upstream but 882 kbpd of refining keeps Indonesia long on import demand — bid for Mideast crude and Asian gasoil

Inpex front-month sell vol still wide: Ichthys lifts volumes but $67.39 realised crude caps the upside

YPF's Vaca Muerta funding case now rides on the IMF's US$20bn program, not the drill bit

Rosneft Posts 5.02 mmboe/d as OPEC+ Eases in Q4 — Urals/ESPO Realisations Stay Squeezed by Discount Regime

CNOOC Q1 output jumps 8.6% to 205mm BOE as capex accelerates 19% — bearish at the margin for Brent

Neste Q3 SAF Hits Record 251kt as Renewable Sales Margin Jumps to $480/t — But BTC Cliff and 4.3x Net Debt Frame the Risk

Phillips 66 consolidates WRB and winds down Los Angeles — West Coast crack support, mid-con barrels in-house

Marathon's Q1 refining cut: BANGL and Northwind reshape the cash engine toward midstream

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