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US Oil Rig Count Falls as Crude Prices Rise and Production Edges Higher
Markets

US Oil Rig Count Falls as Crude Prices Rise and Production Edges Higher

US oil rigs declined by three as Brent rose nearly $7 in a week and crude output reached 13.83 million barrels per day.

Aug 21, 2026 • 5 min read
Hormuz Disruption Pushes Brent Toward $100 as Energy Supply Risks Spread
Markets

Hormuz Disruption Pushes Brent Toward $100 as Energy Supply Risks Spread

Brent nears $100 as Hormuz traffic stalls, while Iraq’s export plans, shifting crude flows and weather risks reshape energy markets.

Aug 21, 2026 • 5 min read
Water Scarcity Raises New Risks for Power Producers and Electricity Users
Markets

Water Scarcity Raises New Risks for Power Producers and Electricity Users

Shrinking water supplies can constrain power generation just as energy demand rises, putting greater weight on infrastructure planning and water avail...

Aug 17, 2026 • 5 min read
Carbon Capture’s Commercial Challenge: Contracts and Shared Infrastructure
Markets

Carbon Capture’s Commercial Challenge: Contracts and Shared Infrastructure

Carbon capture’s next test is commercial: Europe needs contracts that connect emitters to transport and storage and make projects financeable.

Aug 17, 2026 • 5 min read
U.S. Copper Imports Top 200,000 Tonnes as Global LME Stocks Tighten
Markets

U.S. Copper Imports Top 200,000 Tonnes as Global LME Stocks Tighten

Record U.S. imports are tightening copper availability elsewhere as tariff expectations and supply disruptions drive a steep premium for prompt metal.

Aug 17, 2026 • 5 min read
El Niño May Temper Europe’s LNG Demand, but a Mild Winter Is Still a Long Shot
Markets

El Niño May Temper Europe’s LNG Demand, but a Mild Winter Is Still a Long Shot

Europe may need more LNG this winter despite a strong El Niño; only unusually large warming would bring imports close to last winter’s level.

Aug 14, 2026 • 5 min read
U.S. Oil Rig Count Edges Higher as Crude Prices Rise
Markets

U.S. Oil Rig Count Edges Higher as Crude Prices Rise

U.S. oil rigs increased by one as Brent climbed above $87 and WTI reached $81.81; crude output held near 13.8 million barrels per day.

Aug 14, 2026 • 5 min read
South Africa Court Blocks Shell’s Wild Coast Seismic Exploration
Markets

South Africa Court Blocks Shell’s Wild Coast Seismic Exploration

South Africa’s top court overturned a ruling that kept Shell’s Wild Coast survey plans alive, while other offshore projects remain in play.

Aug 14, 2026 • 5 min read
Hormuz Shipping Attacks Lift Oil Price Risks as Supply Disruptions Spread
Markets

Hormuz Shipping Attacks Lift Oil Price Risks as Supply Disruptions Spread

Brent is heading for a weekly gain near 5% as Hormuz attacks unsettle flows, while conflicting demand forecasts and disruptions complicate the outlook...

Aug 14, 2026 • 5 min read
Malaysian Fuel Oil Heads to U.S. West Coast as Refinery Feedstocks Tighten
Markets

Malaysian Fuel Oil Heads to U.S. West Coast as Refinery Feedstocks Tighten

A 540,000-barrel Malaysian cargo is bound for a West Coast refinery as tight fuel markets and strong refining margins widen the supply search.

Aug 14, 2026 • 5 min read
Asian Refiners Pay Premiums for U.S. Crude as Hormuz Shipping Slows
Markets

Asian Refiners Pay Premiums for U.S. Crude as Hormuz Shipping Slows

Refiners in South Korea, Japan and Taiwan bought U.S. crude for November delivery, paying premiums as the Hormuz standoff tightens supply options.

Aug 14, 2026 • 5 min read
WTI Gains 5.3% as Hormuz Risk Meets Weakening Oil Demand
Markets

WTI Gains 5.3% as Hormuz Risk Meets Weakening Oil Demand

WTI rose 5.3% this week as stalled Hormuz talks revived supply concerns, while a large U.S. crude build and weaker demand forecasts capped gains.

Aug 14, 2026 • 5 min read
China’s Arctic Shipping Route Cuts Asia-Europe Transit Time Amid Red Sea Risks
Markets

China’s Arctic Shipping Route Cuts Asia-Europe Transit Time Amid Red Sea Risks

Sea Legend is launching weekly Arctic service from China to Europe, betting on shorter summer voyages as Red Sea risks persist.

Aug 11, 2026 • 5 min read
API Reports 9.1 Million-Barrel U.S. Crude Build as Fuel Stocks Fall
Markets

API Reports 9.1 Million-Barrel U.S. Crude Build as Fuel Stocks Fall

U.S. crude stocks rose far more than expected, while gasoline and distillate inventories declined and Cushing holdings increased.

Aug 11, 2026 • 5 min read
Hormuz Ship Traffic Falls to Five or Six Crossings as Energy Market Risks Persist
Markets

Hormuz Ship Traffic Falls to Five or Six Crossings as Energy Market Risks Persist

Just five or six commercial vessels crossed Hormuz on Monday, far below prewar traffic and the pace Bank of America says could steady energy markets.

Aug 11, 2026 • 5 min read
China’s Coal-to-Gas Capacity Could Reach 28 Bcm a Year by 2030
Markets

China’s Coal-to-Gas Capacity Could Reach 28 Bcm a Year by 2030

Rystad expects China’s coal-to-gas capacity to triple by 2030, adding a domestic supply hedge with potential implications for LNG demand.

Aug 11, 2026 • 5 min read
U.S. Hiring Slows as Health Care Employment and Hospital Revenue Face Pressure
Markets

U.S. Hiring Slows as Health Care Employment and Hospital Revenue Face Pressure

The source points to weaker U.S. job growth and pressure on hospitals, while leaving the scale and causes of both trends uncertain.

Aug 07, 2026 • 5 min read
Citi Raises Q3 Brent Forecast to $80 as Hormuz Disruption Persists
Markets

Citi Raises Q3 Brent Forecast to $80 as Hormuz Disruption Persists

Citi lifts its third-quarter Brent forecast but keeps its $70 fourth-quarter view, which depends on oil flows through Hormuz recovering.

Aug 07, 2026 • 5 min read
U.S. Oil Rig Count Rises as Gas Drilling Slows
Markets

U.S. Oil Rig Count Rises as Gas Drilling Slows

U.S. oil rigs added three as gas rigs declined by the same number. Crude output edged higher, while completion crews fell.

Aug 07, 2026 • 5 min read
Hormuz Tensions Keep Oil Markets on Edge as Supply Routes Shift
Markets

Hormuz Tensions Keep Oil Markets on Edge as Supply Routes Shift

Iran’s proposed Hormuz restrictions collide with signs of possible talks, while shifts in oil, gas and shipping flows reshape near-term market risks.

Aug 07, 2026 • 5 min read
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