Strait of Hormuz Blockade Escalates

Strait of Hormuz Blockade Escalates

Monday, April 20, 2026. Strait of Hormuz traffic down dramatically — only fraction of usual 130 vessels per day. War risk insurance at 3%. Iran firing warning shots, U.S. seized Iranian cargo ship. Trump blockade announced. WTI volatile on supply uncertainty. Henry Hub at $3.095 (April), 12-month strip $3.766. LNG exports 17.9 Bcf/d (record). 2026 forecast 17.0 Bcf/d, 2027 forecast 18.6 Bcf/d. New capacity 0.9 Bcf/d coming Q2. Summer demand, data center load growth driving tighter balance. Trade the data, not the fear.

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Episoder(259)

Geopolitical Premium Persists

Geopolitical Premium Persists

Wednesday, September 9, 2026. CRUDE OIL UPDATE: WTI trading near $93-$94/bbl testing $95 resistance. Sep 8 close Oct 2026 contract $93.50-$93.62 (+1.1-2.3% day), intraday highs $94.73, spot $92.36-$93...

9 Sep 2min

Technicals: Week 36

Technicals: Week 36

Tuesday, September 8, 2026. CRUDE OIL TECHNICALS. WTI crude trading near $92 to $93 per barrel. Testing key resistance. Price action September 7 close around $90 to $92.29. Consolidating near $90 afte...

8 Sep 2min

Geographic Feature: Costa Rica

Geographic Feature: Costa Rica

Friday, September 4, 2026. COSTA RICA ENERGY PROFILE. OIL AND NATURAL GAS: Costa Rica reports no proven oil reserves, produces only ~400 b/d petroleum liquids (unchanged YoY 2025; zero crude/NGPL). Oi...

4 Sep 2min

Geographic Feature: Yemen

Geographic Feature: Yemen

Thursday, September 3, 2026. YEMEN OIL AND GAS PROFILE. RESERVES: Oil reserves consistently estimated at ~3 billion barrels (Masila, Marib/Sab'atayn, Shabwa basins), stable since ~2009, ranking ~27th ...

3 Sep 2min

Middle East Tensions

Middle East Tensions

Wednesday, September 2, 2026. CRUDE OIL SPIKE. September 2, 2026: Closed at approximately $89.39 USD per barrel. Open: approximately $89.24. High: approximately $89.61. Low: approximately $89.22. Chan...

2 Sep 2min

Technicals: Week 35

Technicals: Week 35

Tuesday, September 1, 2026. CRUDE OIL TECHNICALS: Price context ~$84.90-$86.29 recently (e.g., 85.63 one platform), intraday ranges 84.13-86.78. RSI14 ~54.9-58 neutral-to-buy signal; some 57-62 shorte...

1 Sep 2min

Strategic Positioning: Week 35

Strategic Positioning: Week 35

Monday, August 31, 2026. WEEK 35 OPENS. CRUDE OIL UPDATE: August 28, 2026 $83.40 (open ~$83.67, high ~$83.78, low ~$82.25; volume ~142K). August 29, 2026 No trading data available (weekend/non-trading...

31 Aug 2min

Geographic Feature: Oman

Geographic Feature: Oman

Friday, August 28, 2026. OMAN ENERGY PROFILE: Oman's oil and natural gas production showed notable growth in first half of 2026, driven by higher output, stable exports, and project developments. OIL ...

28 Aug 2min

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