Markets

FORECASTS
Futures Market Projections in the Week of March 2, 2026
The coordinated military strikes by the U.S. and Israel against Iran on February 28, 2026, have fundamentally shifted the outlook for global energy benchmarks from a
February 27, 2026
CRUDE TRADES
Preemptive Surge: Gulf Producers Accelerate Exports Amid Looming US-Iran Conflict
As US-Iran tensions approach a critical threshold, Middle Eastern energy giants are fundamentally altering global supply patterns to mitigate the risk of a regional military strike.
February 27, 2026
CRUDE TRADES
Surging US Crude Inventories Driven by Rising Imports and Lower Refinery Runs as SPR Rebuilding Limits Oil Price Gains
In late Feb. 2026, the US oil market experienced a massive, anomalous surge in commercial crude stockpiles that effectively dampened recent geopolitical price rallies.
February 26, 2026
CRUDE TRADES
Divergent Data: US Refiners Pivot to Heavy Venezuelan Crude Despite Disputed Import Claims
The geopolitical landscape of early 2026 has triggered a significant shift in US energy imports following the Jan. 3 intervention in Caracas.
February 26, 2026
OIL PRODUCTIONS NEWSFLASH
Atlantic Basin Surplus and Fiscal Pivots: Analyzing North Sea Market Weakness and UK Tax Negotiations
The North Sea crude market is currently exhibiting significant structural weakness as major institutional buying subsides and regional supply levels normalize.
February 26, 2026
CRUDE TRADES
Druzhba Pipeline Disruption: A Geopolitical Chess Match
The ongoing conflict in Ukraine has significantly impacted oil supplies to Central Europe, particularly through the Druzhba pipeline.
February 26, 2026
CRUDE TRADES
Russian Oil Exports to China Surge Amidst India Slowdown and US/Israel-Iran Conflict
In response to shifting geopolitical dynamics and reduced Indian demand, Russia is rapidly restructuring its crude oil export strategy to solidify China as its primary market.
February 26, 2026
FEATURE OF THE WEEK
50-50 Chance
The global energy market stands at a precarious crossroads as the standoff between the US and Iran reaches a critical juncture.
February 23, 2026
FUTURES WEEKLY RECAPS
US-Iran Military Deadline and Strait of Hormuz Risks Drive Volatile Crude Oil Futures (Feb. 16-20, 2026): WTI, Brent, and Murban
The global energy complex experienced a week of intense volatility as diplomatic efforts between the US and Iran reached a critical impasse, raising the
February 22, 2026
FORECASTS
Strategic Forecast: Crude Oil Futures Outlook for the Week of Feb. 23, 2026
The crude oil market is entering a
February 21, 2026
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