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June 28, 2026Subscribe nowIN DETAIL Read more

Source: Tank News International, 2020.Nothing sends a chill through oil market veterans quite like a chart showing a dramatic plunge in global oil inventories — especially with the Hormuz crisis showing no signs of resolution and peak summe

May 28, 2026Subscribe nowIN DETAILUS crude oil inventories decreased by 3.327 mb to 441.686 mb last week, per the EIA.Cushing inventories fell by 2.794 mb to 23.024 mb.The SPR decreased by 9.063 mb/d to 365.112 mb.Gasoline inventories decli

Source: EOA, 2026 (for illustration purpose only)ShareIn recent years, China has emerged as the dominant driver of global natural gas demand growth, fundamentally reshaping LNG markets, pipeline geopolitics, and long-term energy trade flows

Thank you , , , , , and many others for tuning into my live video with ! Join me for my next live video in the app.Get more from Anas Alhajji in the Substack appAvailable for iOS and AndroidGet the app

May 20, 2026ShareGlobal Oil Inventories: Separating Fact from NarrativeMajor organizations, analysts, and influential social media accounts continue to warn of a massive decline in global crude inventories, citing an “11 mb/d gap” and the l

May 13, 2026Subscribe nowIN DETAIL Read more

As of 30 April 2026, European gas inventories have modestly rebounded to around 32.7% of total storage capacity, up from 27.7% at the end of March. This marks the beginning of the injection season. Nevertheless, the level remains the lowest

This article was posted in late 2023 but remains relevant today after the UAE left OPEC. The above is from an old paper that proves that OPEC is not a cartel. Subscribe now The oil industry, just like any other extractive industry, is capit

May 6, 2026Subscribe nowIN DETAIL Read more

Source: Kpler, 2026ShareThe News:Oil prices slumped sharply amid growing optimism over a potential end to the US-Iran conflict.Reports from Axios indicated the US believes it is close to securing a one-page framework memorandum of understan

Source: EOA, 2026 (image created by Gemini)ShareLNG has emerged as a cornerstone of the global energy system. It delivers critical flexibility, enhances security of supply, and offers a practical, scalable bridge for countries shifting towa

April 29, 2026Related NewsU.S. gas prices at 4-year high as oil exports hit new recordWhy did gas prices go up? Charts explain as they near $4.30Columbus gas prices near $5 a gallon and could continue to climbGas prices hit $5 at some Michi

Reuters: UAE leaves OPEC in major blow to global oil producers’ groupAP: United Arab Emirates says it will leave OPEC effective May 1Bloomberg: UAE to Leave OPEC in May as Iran War Reshapes Oil MarketUAE: SummaryThe United Arab Emirates ann

April 22, 2026Subscribe nowIN DETAIL Read more

Related, Old, But Relevant to Today’s EventsIran’s Vanishing Floating Storage: An UpdateTrump’s Enforcement of Oil Sanctions on Iran: Is it Bullish?Source; Kpler, April 23, 2026. ShareA U.S. blockade of Iranian ports aims to prevent Iran fr

Source: kpler, April 17, 2026Subscribe now Read more

April 15, 2026Subscribe nowIN DETAIL Read more

This article is an Econ 101-style refresher designed to explain what happened in the oil market on one hand and one of the more puzzling developments in the oil market on the other: Why physical (spot) oil prices have surged while futures p

By March 31, 2026, Europe’s gas reserves had fallen to their lowest seasonal point since 2022, with only about 27.67% of storage capacity remaining. This level was significantly lower than the five-year average, as shown in Figure 1. Nevert