Geographic Spotlight: Sudan

Geographic Spotlight: Sudan

Thursday, May 7, 2026. Sudan is a cautionary tale. Pre-war (April 2023): 70,000 bbl/d. Now: 30,000 bbl/d. 57% collapse. Heglig field (largest) lost 20,000-25,000 bbl/d due to shutdowns and damage. Energy Minister: 50% production loss since war start. Oil infrastructure is frontline asset. Rival factions broker temporary truces to maintain minimal flows. Refineries shut down. Fuel shortages widespread. War cost billions in lost revenues. Sudan's crisis marginalized in global markets — doesn't threaten world energy security. South Sudan spillover: sharing fields/pipelines, facing similar disruptions but targeting 100,000 bbl/d ramp. Sudan in productive paralysis.

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Episoder(217)

Geographic Spotlight: Ecuador

Geographic Spotlight: Ecuador

Friday, July 3, 2026. GEOGRAPHIC SPOTLIGHT: ECUADOR. CURRENT PRODUCTION LEVELS: Ecuador's crude oil production averaged ~461,000-466,000 bbl/d Jan-Feb 2026. Daily lifts reported ~452,817-458,207 bbl/d...

3 Jul 2min

Geographic Spotlight: Belarus

Geographic Spotlight: Belarus

Thursday, July 2, 2026. GEOGRAPHIC SPOTLIGHT: BELARUS. PRODUCTION OVERVIEW: Belarus produced ~25,000 bbl/d early 2026 (well below historical avg 33,650 bbl/d since 1993). Production reached 30-year hi...

2 Jul 2min

Strategic Positioning: Week 27 Midweek Update

Strategic Positioning: Week 27 Midweek Update

Wednesday, July 1, 2026. WEEK 27 MIDWEEK UPDATE. WTI crude oil trading ~$69.98-$70.42. EIA Weekly Petroleum Status Report released today (covering week ending Jun 26, 2026). CRUDE OIL INVENTORY UPDATE...

1 Jul 3min

Technicals: Week 27

Technicals: Week 27

Tuesday, June 30, 2026. CRUDE OIL TECHNICALS: WTI trading near $70. Recent closes ~$70.04-$70.42. Intraday range $69-$71 area. KEY LEVELS: Psychological support zone $70 (key round-number level). Imme...

30 Jun 2min

Doha Talks Resume

Doha Talks Resume

Monday, June 29, 2026. WEEK 27 OPENS. WTI crude oil opened at $70.50. Recent session range high $70.97, low $69.32. Prior close Jun 26 $69.23. Latest quotes ~$69.95-$70.21 (up slightly from Friday clo...

29 Jun 2min

Weekly Recap: Week 26 Complete

Weekly Recap: Week 26 Complete

Friday, June 26, 2026. WEEK 26 COMPLETE. Twenty-six weeks running. The thesis delivers again. CRUDE OIL RECAP: Monday opened $74.82 (deal live, Hormuz open, geopolitical premium intact). Tuesday techn...

26 Jun 2min

Crude Breaks $70

Crude Breaks $70

Thursday, June 25, 2026. CRUDE OIL UPDATE: WTI trading $69.20-$69.36 (down 1.4-1.7% from prior close ~$70.34). Daily range ~$69.01-$70.23. August 2026 contract ~$69.66. Recent performance down ~26% pa...

25 Jun 2min

EIA Inventory Report: Draws Continue

EIA Inventory Report: Draws Continue

Wednesday, June 24, 2026. EIA CRUDE OIL INVENTORY REPORT RELEASED TODAY. Week ending June 19. Released June 24 at 10:30 AM ET. MOST RECENT DATA: EIA report released Jun 17 for week ending Jun 12: Comm...

24 Jun 2min

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