Markets

Indonesia Coal Exports Fall 23% as Production and Shipping Constraints Tighten

Indonesia’s August coal exports hit a five-year low as quotas, policy uncertainty and low river levels limit shipments despite rising global demand.

Sep 28, 2026 • 5 min read

Markets

U.S. Oil and Gas Rig Count Rises by 50 From a Year Earlier

U.S. rigs climbed to 599, while crude output slipped for a second week and completion crews increased.

Sep 25, 2026 • 5 min read

Markets

Italy Weighs Higher Refinery Output as Fuel Prices Hit Records

Italy will meet refiners on October 8 to discuss higher diesel and gasoline output as supply constraints and record prices strain European fuel market...

Sep 25, 2026 • 5 min read

Markets

WTI Holds Near $95 as Hormuz Shipping Risk and Diesel Shortage Split the Oil Market

WTI recovered from $88.67 as supply workarounds eased crude concerns, while record gasoil premiums and falling U.S. distillate stocks kept product mar...

Sep 25, 2026 • 5 min read

Markets

OPEC+ Credibility Tested by Shipping Disruptions and Saudi–Russian Tensions

OPEC+ retains major supply capacity, but quota disputes and blocked export routes are weakening its ability to shape oil markets.

Sep 21, 2026 • 5 min read

Markets

Czech Fuel Caps Target Refinery Margins as European Crude Supply Tightens

Czechia will cap fuel prices from October and seek a tax on refinery margin increases as disrupted crude flows lift European margins.

Sep 21, 2026 • 5 min read

Markets

Bitcoin Reclaims $85,000 as Crypto Risk Appetite Returns and ETF Flows Shift

Bitcoin topped $85,000 as crypto assets rallied, options leaned bullish and ETF inflows strengthened, though macroeconomic pressures remain.

Sep 21, 2026 • 5 min read

Markets

Fuel Supply Risks Grow as Oil Disruption Tests Regional Availability

Fuel markets may be shifting from high prices to delivery constraints, with location and access to supply shaping who faces shortages.

Sep 21, 2026 • 5 min read

Markets

Panama Canal Slot Fees Surge as Hormuz Disruption Tightens Shipping Capacity

Canal auction prices and tanker rates have climbed as disrupted routes, higher cargo demand and limited vessel availability strain global shipping.

Sep 18, 2026 • 5 min read

Markets

Saudi Arabia’s October Crude Allocations Leave European Buyers Short

Saudi Aramco is redirecting about 60 million barrels of Gulf crude to Asian buyers, while European term customers face zero October allocations.

Sep 18, 2026 • 5 min read

Markets

U.S. Oil and Gas Rig Count Rises by Four as Prices Top $100

U.S. active rigs increased to 595, while crude output dipped slightly and completion crews returned to growth.

Sep 18, 2026 • 5 min read

Markets

INEOS Launches Denmark’s Greensand CO2 Storage Project

Greensand begins with capacity to store up to 400,000 tonnes of CO2 a year, with plans to scale to 4–8 million tonnes annually.

Sep 18, 2026 • 5 min read

Markets

Data Center Power Demand Turns to Steam as Gas Turbine Lead Times Stretch

With gas turbines booked years out, data center developers are turning to boilers and steam turbines that can draw on a more established supply chain.

Sep 14, 2026 • 5 min read

Markets

U.S. Oil Rig Count Edges Higher as Crude Production Gains

U.S. oil rigs rose by one as weekly crude output increased, while fracking crews fell for a fourth straight week.

Sep 11, 2026 • 5 min read

Markets

Saudi Oil Route Risk Lifts Crude Prices as Supply Disruptions Spread

Threats to Saudi export routes coincide with tighter fuel and gas markets, while OPEC cuts its 2026 demand growth outlook again.

Sep 11, 2026 • 5 min read

Markets

Supertanker Rates Reach $800,000 a Day as Gulf Shipping Costs Surge

Gulf tanker rates have climbed sharply, raising the cost of moving oil and adding potential inflation pressure across fuel and freight markets.

Sep 11, 2026 • 5 min read

Markets

IEA Cuts 2026 Oil Supply Outlook as Gulf Recovery Slips to 2027

The IEA expects a 5.7 million bpd supply drop in 2026 as Gulf disruption deepens, inventories shrink and high fuel prices weigh on demand.

Sep 11, 2026 • 5 min read

Markets

U.S. Oil Supply: Why the 14-Day Reserve Claim Misreads the Market

The 14-day claim compares unlike measures. The SPR is a smaller emergency cushion, while U.S. oil supply depends on production, trade, inventories and...

Sep 11, 2026 • 5 min read

Markets

Record Diesel Prices Put $5 U.S. Gasoline in View Before Midterms

Diesel has topped $6 a gallon as Jeff Currie sees a high chance of $5 gasoline, with tight refining capacity and crude above $100.

Sep 11, 2026 • 5 min read

Markets

Vostok Oil’s First Tanker Highlights Gaps Between Rosneft’s Targets and Progress

After four trillion rubles in spending, Vostok Oil has loaded one tanker, while its shipping targets, resource estimates and infrastructure remain unp...

Sep 11, 2026 • 5 min read