Oil & Upstream

Two Opposite Oil Emergencies Are Building at Once — a Crunch for the West and a Glut for Iran

Iran 30 May

Nigeria Wants a Bigger OPEC Quota, a Seat at the IEA, and 2.5 Million Barrels a Day It Can't Yet Reliably Pump

OPEC 30 May

Australia Buys 600,000 Barrels of Jet Fuel From China After a Refinery Fire Exposes Its Import Dependence

Australia 30 May

The Mystery of the Missing Spike: Oil Has Lost 14% of Global Output and Still Hasn't Topped 2022

Brent 30 May

The Warning Isn't $150 Oil — It's That the Move Won't Be Gradual

Brent 30 May

The Iran Shock Is Rewiring Global Crude Flows — Asia Is Buying the Atlantic and China's Teapots Are Taking Tehran's B...

Iran 30 May

Data-Center Investment Just Overtook Oil Supply — and That's Why Fossil Fuels Aren't Going Away

Brent 30 May

Trans Mountain Keeps Adding Capacity Toward 1.2m Barrels a Day — Canada's Oil Sands Are Expanding Despite the Headwinds

Trans Mountain 30 May

Iran's Uranium Stockpile Is the Card That Will Decide the Oil Premium

Iran 30 May

Goldman Sees a 2.3 Billion-Pound Uranium Deficit by 2045 — and SMRs Just Made It Worse

Brent 30 May

The World's Largest Electric Ship Burns No Oil — and an Oil War Has Left It Idle in Hobart

Brent 30 May

Opinion — The Three Numbers That Argue Against Oil Staying Above $100 for Years

30 May

While the Market Watches OPEC, the Real Energy Constraint Is the Wires

OPEC 30 May

OPEC+ Is Adding Barrels Into a Capped Curve, and That Tells You What It Expects

OPEC+ 30 May

Data Centre Investment Hits $580 Billion and Overtakes Oil Supply Spending for the First Time

Brent 29 May

Oil-Driven Inflation Hits 3.3% and Traps the Fed Between Rate Cuts and Price Stability

Brent 29 May

IEA Forecasts $3.4 Trillion Energy Investment Boom as Crude Oil Capex Declines for Third Consecutive Year

IEA 28 May

Tokyo's Benchmark Switch and Three Other Signals the Crude Market Is Mispricing

Brent 28 May

Global Inventory Draws Hit 8.7 Million Barrels Daily as Aluminum and Oil Face Prolonged Supply Outages

Brent 28 May

The IEA's 400 Million Barrel Buffer and Two Other Things the Oil Market Is Underpricing

IEA 28 May

Oil at $100 Adds 0.3 Percentage Points to Global Inflation as War Premium Becomes Structural

Brent 28 May

Why the Oil-Inflation Link May Not Work the Way Markets Expect in H2

Brent 28 May

The Distillate Deficit Nobody Is Pricing In

Brent 28 May

Texas Dominates 2026-27 Gas Pipeline Buildout as Permian Output Set to Grow 10%

Brent 27 May

Russia's Refinery Throughput Drops to 4.69M Bpd as $13B Drone Damage Forces Export Ban

Russia 27 May

Gulf Oil Production Will Take 3-6 Months to Return Even After a Deal

Brent 27 May

German 11 GW Gas Buildout Joins $60B US Upstream M&A Wave

Germany 27 May

Brent Eyes $115 Breakout as Trump's Clock Ticking Warning Fuels 84-Point Heat Score

Brent 27 May

Crude Rallies 3% on Stalled Iran Talks After Plunging 14% on Peace Hopes Days Earlier

Iran 27 May

WTI Gains 4.6% on the Week While Oil Benchmarks Drop 4% — the Divergence Explained

WTI 27 May

Record SPR Drawdowns and 7.6 Billion Barrel Stockpile Floor Say the Crisis Is Not Over

US Strategic Petroleum Reserve 27 May

The Hormuz Traffic That Wasn't and the SPR That's Running Dry

Strait of Hormuz 27 May

Oil Shortage Scenario Moves From Model to Reality as Hormuz Losses Hit 782 Million Barrels

Strait of Hormuz 27 May

Brent Swings $25 in a Week as US Strikes and Ceasefire Whipsaw Oil

Brent 27 May

The $100 Oil Consensus Has a Demand Destruction Problem Nobody Wants to Price

Brent 27 May

Venezuela Set to Become India's Third-Largest Oil Supplier as Hormuz Disruption Reshapes Flows

Strait of Hormuz 27 May

Oil Swings 6% on a Trump Post as Citi Targets $120 and the IEA Keeps 80% of Its Reserves in Reserve

IEA 26 May

Shell Posts $7 Billion Quarter but Big Oil's 14% Returns Trail the S&P 500 by 34 Points

Shell 26 May

BP Doubles Q1 Profit to £2.7 Billion While Divesting 11.5 GW of Offshore Wind

BP 26 May

Spot Uranium Pulls Back to $86 but Goldman Sees 17% Demand Upside From SMR Buildout

Brent 26 May