Geopolitical tensions and strikes on energy infrastructure are tightening supply expectations, threatening to push oil higher and curb China’s appetite for imports.

Crude oil prices are nearing $100 per barrel, driven by escalating geopolitical tensions between the US and Iran. While physical supply remains intact, fears of disruptions in the…

Oil prices near $100 due to supply disruptions and falling inventories. New all-time high by September 30 at 1.9% YES, by December 31 at 9.5% YES.

Tanker attacks in Strait of Hormuz spark fears of wider supply disruption

Houthi attacks on Saudi energy facilities have disrupted oil operations. These strikes also pressure the Bab al-Mandeb chokepoint, impacting oil flows. The Strait of Hormuz…

Attacks on energy sites raise concerns over key maritime corridors