7 June 2026 Investors have cut their position in Brent again to the lowest for eighteen weeks amid increasing confidence at least some oil exports will resume through the Strait of Hormuz despite an increasingly fragile ceasefire. The Unite
[MUST READ] Hormuz crisis and oil and gas (Oxford Energy) U.S. economy now less vulnerable to oil shocks (Boston Fed) Dangote plans to double oil refining capacity (Bloomberg) Iran permits nuclear inspection of Bushehr (Bloomberg) India tes
[MUST READ] India’s airconditioning and nighttime peak load (IEA) U.S. petroleum inventories deplete to multi-decade lows (FT) China’s slower oil imports cushion Hormuz supply shock (FT) Gulf oil exporters explore pipelines to bypass Hormuz
United States tries to unblock strait quietly (Bloomberg) Iraq plan to boost northern pipeline exports (Bloomberg) UAE could add fuel pipeline to bypass strait (Bloomberg) Dangote plans to double oil refining capacity (Reuters) Rosatom’s gr
Oman struggles to stay neutral in Gulf conflict (WSJ) Greek-owned tankers prepare for strait to open (FT) LNG tankers go dark to transit the strait (Bloomberg) U.S. data centres hit by power price storm (Woodmac) China’s new energy storage
Oil tanker transits via strait aided by U.S. navy (Bloomberg) China data centres power consumption and forecasts (NEA) Global jet fuel trade re-routed by closure of Strait (Reuters) Russia fuel supplies hit by refinery attacks (Bloomberg) R
I am taking a day of leave tomorrow to sail across the North Sea to the Netherlands. Best in Energy will resume on Monday June 1. Global energy investment focuses on security (IEA) U.S. auto firms focus on high-priced vehicles (WSJ) Califor
China’s crude imports and Hormuz options (Oxford Energy) Pakistan plans oil storage and strategic reserves (Reuters) Europe’s wind turbine makers call for trade protection (FT) UAE/India LNG tanker transits Strait of Hormuz (Bloomberg) GLOB
OPEC evolution and future after UAE leaves (Energy Connects) Oil traders challenge Baltic Exchange Gulf shipping rates (FT) China power trading offsets “time-space mismatch” (Xinhua) Asia’s hot summer could boost LNG consumption (Bloomberg)
22 May 2026 Some slides I prepared for the LSEG Commodities Forum Strait of Hormuz and the gas shock 2026-05-20Download