Markets

Oil Rises 2% as Gulf Supply Risks Offset OPEC’s Lower Demand Outlook

WTI reached $93.78 and Brent $106.80 as attacks renewed Gulf supply concerns, while OPEC cut its 2026 demand growth forecast to 400,000 barrels per da...

Oct 12, 2026 • 5 min read

Markets

Energy Stocks Surge 16.5% in Q3 as Refiners Outpace Producers

Energy led the S&P 500 in Q3, with refiners posting the strongest gains as tight diesel supply lifted fuel margins. Oil and gas producers diverged.

Oct 12, 2026 • 5 min read

Markets

Oil Rises 2% as Gulf Attacks Renew Supply Concerns Despite Weaker Demand Outlook

Brent and WTI climbed as tanker strikes revived Gulf supply concerns, while OPEC cut its 2026 demand growth forecast to 400,000 barrels per day.

Oct 12, 2026 • 5 min read

Markets

Oil Above $100 Shifts Demand Toward Hybrids, EVs and Electrification Stocks

High fuel prices are lifting demand for hybrids and electric vehicles, but company results show the benefits are uneven across the electrification tra...

Oct 09, 2026 • 5 min read

Markets

U.S. Oil Rig Count Rises as Production Edges Higher

U.S. oil rigs increased by six and crude output ticked up, while gas rigs slipped and oil prices fell on Friday.

Oct 09, 2026 • 5 min read

Markets

Oil Market Risks Rise as Gulf Shut-Ins, Tanker Attacks and Winter Gas Concerns Converge

Oil eased on signs of US-Iran talks, but tanker attacks and Gulf hurricane losses keep supply risks elevated. Europe also faces a winter storage squee...

Oct 09, 2026 • 5 min read

Markets

Energy Aspects Says Oil Futures Understate Middle East Supply Risks

Amrita Sen argues oil futures aren’t reflecting infrastructure damage and shipping disruptions, even as Brent stays above $100 a barrel.

Oct 09, 2026 • 5 min read

Markets

EU Gas Storage Near Record Seasonal Low as Winter Demand Cuts May Reach 7%

EU gas storage was about 73% full in early October. Analysts say a cold winter and constrained LNG flows could require a 14 bcm demand cut.

Oct 09, 2026 • 5 min read

Markets

Venture Global’s Galp Arbitration Loss Adds to LNG Contract Risks

Galp’s arbitration win gives LNG buyers another favorable ruling against Venture Global, though outcomes across its contract disputes remain mixed.

Oct 09, 2026 • 5 min read

Markets

China Resumes Fuel Exports, Offering Potential Relief to Diesel Markets

China’s reported restart of fuel exports could ease diesel supply pressure after a weeklong halt, with October shipments approved at 3.7 million tonne...

Oct 09, 2026 • 5 min read

Markets

Singapore Weighs Nuclear Power as Energy Imports Expose Supply Risks

With imported oil and gas making up 65% of its energy mix, Singapore is assessing nuclear power and building expertise in fusion supply chains.

Oct 05, 2026 • 5 min read

Markets

South Korea’s Saudi Crude Share Falls Below 30% as Supply Diversifies

Saudi crude made up 29.9% of South Korea’s imports through August, while U.S. supplies topped 20% and Canada gained ground.

Oct 05, 2026 • 5 min read

Markets

Venezuela Oil Exports Fall 9% as Freight Costs Pressure Cargoes

September exports slipped to 1.08 million bpd as higher freight costs and delays weighed on shipments, even as U.S. purchases increased.

Oct 01, 2026 • 5 min read

Markets

China’s October Fuel Export Pause Tightens Global Diesel Supply

China’s export halt removes a source of diesel, gasoline and jet fuel as low domestic inventories and supply disruptions squeeze global markets.

Oct 01, 2026 • 5 min read

Markets

Middle East Crude Exports Rebound as Diesel Supply Shortages Persist

Middle East crude exports reached 98% of prewar levels in September, but refinery outages and shipping risks continue to constrain diesel supplies.

Oct 01, 2026 • 5 min read

Markets

Amazon’s 690 MW Nuclear Power Deal Supports Constellation’s $3 Billion Upgrade Plan

A 20-year Amazon power agreement gives Constellation revenue certainty and supports more than $3 billion in planned Calvert Cliffs upgrades.

Oct 01, 2026 • 5 min read

Markets

Uranium Prices Hit Records as Nuclear Stocks Retreat on Weak Contracting

Uranium’s term price has reached $96 a pound, while utilities delay contracts and nuclear equities fall. The split turns on timing, costs and future s...

Oct 01, 2026 • 5 min read

Markets

AI Could Reshape Fuel Trading as Firms Weigh Opportunity Against Crowded Trades

AI tools could widen access to fuel trading, but shared signals may crowd tight markets. Established firms have an edge in data, capital and execution...

Sep 28, 2026 • 5 min read

Markets

Energy Security Shifts Toward Resilience as Oil and Gas Chokepoints Face Disruption

Recent conflicts expose how energy prices, shipping routes and financial links can transmit supply shocks across regions and industries.

Sep 28, 2026 • 5 min read

Markets

Europe’s Gas Price Forecasts Understate the Risk of Long-Term Energy Costs

Europe’s gas forecasts remain highly uncertain. Planning across a wide range of prices can reduce exposure to fuel shocks and costly assumptions.

Sep 28, 2026 • 5 min read