Peace Talks Collapse: Crude Slips as Iran Escalates
Tuesday, April 21, 2026. WTI slips 1.5% to $88 on mixed peace talk signals. Iran signals escalation. Gas storage hits triple-digit excess. Golden Pass LNG exporting first cargo. Trade the data, not th...
21 Apr 2min
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. Tr...
20 Apr 2min
Geographic Spotlight: South Africa
Friday, April 17, 2026. South Africa produces virtually no crude oil. Current output: 550 barrels per day. Imports 95-100% of consumption (~700k bpd). Refining capacity 360k bpd, down from 80% domesti...
17 Apr 2min
Geographic Spotlight: Colorado
Thursday, April 16, 2026. Colorado ranks #6 nationally by barrels of oil equivalent. DJ Basin dominates. Natural gas production 160,855 MMcf (Jan 2026). Proven reserves 1.442 billion barrels. Regulato...
16 Apr 2min
EIA Inventory Shock: Supply Disruption vs. Demand Destruction
Wednesday, April 15, 2026. WTI trading $91-93 range, down from Monday's $104.90. EIA inventory report at 9:30 AM ET. Strait of Hormuz 95% traffic collapse. Henry Hub $2.60. Crude caught between supply...
15 Apr 2min
Technicals: Week 16
Tuesday, April 14, 2026. WTI at $96.87, down 2% from Monday's spike. Head and shoulders reversal forming. Neckline support at $95-$97. Henry Hub at $2.62, down 0.42%. Peace talk hopes fading war premi...
14 Apr 2min
Week 16 Opens: Oil Surges Past $100 on Blockade Threat
Monday, April 13, 2026. WTI at $104.90, up 8.64%. Brent at $102.20, up 7.38%. Trump threatens Strait of Hormuz blockade. Ceasefire talks failed. JPMorgan warns $120 possible.
13 Apr 2min
Geographic Spotlight: Morocco
Friday, April 10, 2026. Morocco's energy paradox: 87.5% dependent yet North Africa's renewable leader. Nador LNG terminal Q4 2026. Tendrara gas mid-2026. Africa's first offshore wind farm 2029.
10 Apr 3min
