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Rystad Energy is a Norway-based independent research and consultancy firm providing data, analysis, and forecasts on global oil, gas, and energy markets.
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International oil prices have passed $100 while the US Navy narrows its Hormuz escort windows to two a day, and the overland pipeline that was the alternative to the strait is offline after a drone attack.
Perspective Coverage
6 publishersReality
Six months into a war that has been formally under ceasefire since June, the US says it struck Iranian oil tankers and Tehran's chief negotiator promises heavier retaliation, which changes what a charterer has to underwrite.
Reality
Fred Ehrsam's Primavera holds a production-sharing contract with PDVSA in the Orinoco Belt, where Rystad Energy expects significant new output only around 2035 and calls execution, not geology, the binding constraint.
Reality
GasBuddy has California's diesel average at $7.91 a gallon and the national average past $6 for the first time. The extra $700m a day Americans are paying for fuel works out near $255bn over a year.
Reality
Crude topped $101 and US diesel passed $200 a barrel for only the second time ever, leaving roughly $99 of refining margin between them, the piece of the shock that sits in refining capacity, not crude supply.
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Twelve Inner Mongolian projects worth 186.46bn yuan were signed alongside a free trade zone platform whose stated jobs include token metering and cross-border settlement.
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Venezuela's new petroleum minister pitched 916 exploration opportunities and 192 trillion cubic feet of gas. The names on paper so far are Hunt Oil and SLB.
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Energy Secretary Chris Wright says Middle East flows are back to about 15 million bpd. Tanker trackers put Hormuz alone at 4 to 8 million, and the spread is the number that matters.
Reality