Oil Markets
UAE Exits OPEC After 60 Years, Stripping Cartel of Second-Largest Spare Capacity
The withdrawal removes a core pillar of production discipline as the organization struggles to enforce 2 million bpd cuts amid Iran war-driven price volatility.
What Is the Iran Nuclear Deal and Why Does It Move Oil Markets?
How a 2015 arms control agreement became the mechanism linking Middle East diplomacy to global energy prices and sanctions enforcement.
Trump Receives Iran Strike Briefings as 60-Day War Powers Deadline Expires
Oil markets spike to $126 on escalation risk as administration weighs military options amid diplomatic deadlock over nuclear terms and blockade.
Iran’s New Supreme Leader Vows Nuclear Defense as Oil Hits $126, UAE Exits OPEC
Mojtaba Khamenei signals Hormuz control and rejects disarmament while crude surges to four-year high, military options expand, and regional energy alliance fractures.
Oil Hits $114 as Hormuz Blockade Deepens, ECB Warns on Inflation Spillover
Brent crude reaches four-year high on supply disruption fears, with dual US-Iran blockade cutting 13 million barrels per day from global flows and pushing emerging market inflation forecasts above 5%.
Pentagon Seeks First Hypersonic Deployment Against Iran as Oil Hits $126
Dark Eagle missile request marks escalation from economic blockade to kinetic strikes while Brent crude touches four-year high on supply disruption fears.
UAE Quits OPEC as Iran War Pushes Oil Above $114, Leaving Saudi Arabia Alone to Manage Supply Shocks
The cartel's third-largest producer exits effective May 1, collapsing OPEC's market share below 30% for the first time as Brent trades near four-year highs and inflation holds at 3.3%.
Saudi Arabia’s GDP Slows to 2.8% as Iran Conflict Hits Real Economy
Hormuz shipping premiums up 20x and oil volatility quantify geopolitical risk transmission into measurable growth deceleration.
US Assembles Coalition to Secure Hormuz as Oil Hits $126 on Dual Blockade
The Maritime Freedom Construct marks a strategic shift after unilateral control failed, but mine-clearing alone will take six months while 21 million barrels per day remain offline.
Crude Hits $111 as Hormuz Blockade Enters Third Month, Forcing Fed Into Stagflation Trap
Two-month closure of Strait of Hormuz has removed 20% of global oil supply, pushing Brent crude to $111 and US gasoline to four-year highs while negotiations remain deadlocked.
Europe Edition: Oil, OPEC, and the Unravelling of Old Order
Brent at $111, the UAE exits OPEC, and Europe faces a cascading energy crisis as the Strait of Hormuz enters week three of closure.
Trump’s Hormuz blockade enters third week as oil holds above $110, neither side shows retreat
Pentagon enforcement now costing Iran $500 million daily according to White House estimates, but 26 vessels breached cordon as dual maritime standoff drags crude markets into sustained triple-digit territory.