MacroEnergyDaily Feed
Daily, no-hype takes on crude oil, refining, and product markets — drafted from the last 72 hours of industry news.
Posts
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A Weak Tropical Storm Just Found the One Crack in America's Refining System
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The Gulf War Just Expanded to Four Host Nations — Kuwait and Bahrain Are the New Targets, Not Just Jordan and the UAE
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DOJ Wants to Turn Seized Iranian Tankers Into Treasury Revenue — Using a Law Dormant Since the 1800s
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Venezuela's OPEC Exit Isn't the Real Story — a 100-Year U.S. Oil Lease Is
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Kazakhstan Just Cut Its Own Oil Target Because of Drone Strikes — Chevron and Exxon Eat the Loss
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Iran's New Hormuz Deal With Oman Doesn't Reopen the Strait — It Scraps the Route the US Built
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Iran Sanctions Just Landed 'Soft' — Oil Crashed 7%, But Diesel Didn't Move a Cent
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UPDATE: Hormuz Traffic Just Spiked to 40 Tankers in One Night — But It Fell Back to 13 the Next Day
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Iranian Light Crude Just Flipped From a $3.50 Discount to a $3.50 Premium in One Week
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Ukraine Just Redirected Its Drone War Back to Refineries — And Rosneft's Bashneft Complex Took the Hit
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Iran's 'Zero Oil Exports' Claim Isn't True Yet — It Could Be by Late September
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Trump Threatened to Bomb Oman Over Its Hormuz Deal With Iran — the 'Quiet Bypass' Just Got Loud
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Aramco Just Sailed Three VLCCs Back Into the Strait It Spent Weeks Avoiding
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Aramco Just Cut Prices to the Lowest Since 2020 — Because Asian Refiners Are Refusing to Sail Through the Red Sea
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The Hormuz Ceasefire Just Expired. The Real News Is Zero Ships Crossed Sunday.
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CENTCOM Just Built a Permanent Drone War Command. That's Not a Sign the Oil Crisis Ends Soon.
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ADNOC Just Became Iraq's Oil Lifeline — And Iran Immediately Punished It For That
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Ukraine's Drone Campaign Is Turning Russia Into a Bigger Crude Exporter, Not a Smaller One
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US Crude Stocks Just Jumped 17.4 Million Barrels — It's an Export Bottleneck, Not a Supply Glut
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Aramco's Jazan Refinery Just Got Hit a Second Time — Restart Slips Another Two Weeks
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Trump's Reparations Demand Just Reset the Hormuz Clock to Zero
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