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

Markets

WTI Tops $100 as Middle East Shut-Ins and Shipping Risks Tighten Supply

WTI rose 11% as Middle East shut-ins reached 6.7 million barrels a day and attacks threatened key shipping routes. The rally now hinges on flows and m...

Sep 11, 2026 • 5 min read

Markets

Copper Hits Record $14,533 as U.S. Imports Tighten Regional Supply

Copper reached a London record as tariff-related imports shifted metal into U.S. warehouses, while mine and scrap constraints kept regional supply tig...

Sep 08, 2026 • 5 min read

Markets

Oil Nears $100 as Saudi Attacks and Hormuz Risks Tighten Energy Markets

Oil climbed above $99 a barrel as attacks on Saudi facilities and Gulf shipping risks heightened supply concerns; European gas prices also surged.

Sep 08, 2026 • 5 min read

Markets

European TTF Gas Prices Climb as Low Storage Deepens LNG Competition

Dutch TTF gas rose 2% to its highest level since the 2022–23 crisis as low European inventories and disrupted LNG flows sharpen competition with Asia.

Sep 08, 2026 • 5 min read

Markets

China’s Crude Buying Rebound Adds Pressure to Brent Prices

China’s renewed crude purchases are tightening competition for replacement barrels, while Brent’s path toward $100 depends heavily on shipping risks.

Sep 08, 2026 • 5 min read

Markets

BLM Proposes 60-Day Permit Decisions for Qualifying Alaska Reserve Projects

BLM’s proposed process could shorten decisions on some NPR-A permits as lease activity grows, though infrastructure approvals still shape development...

Sep 04, 2026 • 5 min read

Markets

Citadel’s U.S. Shale Interest Brings Commodity Traders Closer to Oil Production

Citadel has pursued U.S. oil assets, adding a potential physical supply position to its commodity trading business as global disruptions support shale...

Sep 04, 2026 • 5 min read

Markets

U.S. Oil Rig Count Edges Higher as Gas Drilling Slows

U.S. oil rigs rose by two as gas rigs fell by the same amount, leaving the total unchanged at 588. Crude output ticked higher.

Sep 04, 2026 • 5 min read

Markets

Rosneft CEO Says China’s Oil Buying Is Reshaping Market Balance

Igor Sechin says China’s stockpiles and lower crude imports helped absorb a supply shock, strengthening Beijing’s influence over global oil markets.

Sep 04, 2026 • 5 min read

Markets

India Proposes Battery Storage Requirements for New Renewable Projects

India’s draft rules would require co-located storage from 2027, as grid constraints and curtailments limit the use of growing solar and wind capacity.

Sep 04, 2026 • 5 min read

Markets

U.S. Crude Stocks Fall 2.6 Million Barrels as SPR Draws Continue

API data showed a weekly crude stock decline, while another SPR draw brought reserves to 286.6 million barrels and production edged higher.

Sep 01, 2026 • 5 min read

Markets

Lithium Prices Rebound as U.S. Projects Secure New Supply Deals

A 22% rise in China’s lithium spot price and a Smackover supply deal lift U.S. prospects, while volatile long-term pricing keeps project economics unc...

Sep 01, 2026 • 5 min read

Markets

Asia LNG Prices Reach Five-Month High as Hormuz Disruption Tightens Supply

Asian spot LNG rose to $24.614 per MMBtu as buyers sought replacement cargoes amid halted Hormuz traffic and escalating U.S.-Iran tensions.

Sep 01, 2026 • 5 min read

Markets

U.S. Rig Count Holds at 588 as Oil Rigs Fall and Gas Rigs Rise

The U.S. rig total was unchanged year over year, with oil rigs down five and gas rigs up five as crude output edged higher.

Aug 28, 2026 • 5 min read

Markets

Oil Holds Near $90 as Hormuz Disruption Squeezes Energy Markets

Brent stays near $90 as uncertain Hormuz shipping compounds pressure on diesel, UK energy bills and global fuel supply chains.

Aug 28, 2026 • 5 min read

Markets

U.S. Crude Stocks Rise 4.2 Million Barrels as SPR Falls to 289.7 Million

API data show a larger-than-expected crude build as another 3.7 million barrels leave the SPR, bringing stocks near the reserve’s cited operating rang...

Aug 25, 2026 • 5 min read

Markets

Uranium Futures Near $89 as Reactor Demand and Supply Constraints Tighten the Market

Uranium futures have climbed toward $89 a pound as mine supply lags reactor demand and utilities show signs of accelerating procurement.

Aug 25, 2026 • 5 min read

Markets

Troll Gas Expansion Supports Norway’s European Exports but Adds No New Reserves

Troll Phase 3 Stage 2 brings 55 bcm of existing gas forward, helping sustain Norwegian exports while leaving the need for replacement supply unresolve...

Aug 25, 2026 • 5 min read

Markets

Oil Falls to $89 as Iran Talks Temper Sanctions and Shipping Risks

Brent slips to $89 as Pakistan’s mediation offsets pressure from U.S. sanctions and disruption risks across key oil and LNG routes.

Aug 25, 2026 • 5 min read