oil exports
Energy
Geopolitics
Russia Ships Record Crude as Refinery Strikes Backfire
Ukrainian drone campaign forces Moscow to export raw crude at highest volumes since 2022, exposing critical flaw in Western sanctions strategy.
Energy
Macro
Saudi Red Sea Exports Surge to 3.8M bpd, Challenging Oil Shock Narrative
Aramco's successful rerouting via East-West Pipeline undermines supply constraint premium as Fed holds rates amid Powell's inflation caution.
Energy
Geopolitics
Gulf States Front-Run Iranian Supply Risk with Highest Crude Exports Since 2022
Saudi Arabia and UAE accelerate shipments to 16.1 million bpd amid renewed tensions, while insurance costs surge 60% for Strait of Hormuz transit as markets price in potential disruption.