Russia’s Crude Flows Hit 16-Month High on Rising Output, Attacks

Russia\’s seaborne crude oil exports have surged to their highest levels in over a year, driven by a combination of increased production and disruptions to domestic refining capacity from Ukrainian drone strikes. According to recent vessel-tracking data, the four-week average shipments reached 3.62 million barrels per day (bpd) in the period ending September 21—the highest […]

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Why is China Buying So Much Oil to Stockpile?

China, the world\’s largest importer of crude oil, has been on a buying spree in 2025, amassing stockpiles that are raising eyebrows across global energy markets. With crude prices hovering at levels reminiscent of two decades ago when adjusted for inflation, Beijing appears to be capitalizing on bargain-basement deals to bolster its strategic reserves. But […]

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Secret Talks Hint at Exxon\’s Re-entry into Russia\’s Sakhalin 1 Oil Project

In a potential thaw in U.S.-Russia energy relations amid ongoing geopolitical tensions, secret talks are underway that could see ExxonMobil reclaim a stake in Russia\’s lucrative Sakhalin-1 oil project. This development, whispered about in diplomatic circles and reported across multiple outlets, signals a strategic pivot: using energy cooperation as a \”carrot\” to lure President Vladimir […]

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EU Grapples With How to Navigate Trump’s Demands on Russian Oil

As the United States under President Donald Trump ramps up pressure on allies to sever Europe\’s lingering ties to Russian energy, the European Union finds itself caught in a geopolitical vise. Trump\’s administration has signaled readiness to impose sweeping sanctions on Russian oil exports, but only if European nations match the effort—potentially targeting third-party enablers […]

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California’s Biggest Inland Oil Pipe On Course to Shut, Imperiling Shipments to Bay Area Refiners

In a move that could exacerbate California\’s already precarious energy landscape, the state\’s largest inland oil pipeline is barreling toward a potential shutdown, threatening critical crude supplies to Bay Area refiners and underscoring the deepening national security risks tied to the Golden State\’s faltering oil production. The San Pablo Bay Pipeline, operated by Crimson Midstream […]

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