Category: Geopolitical

Anas Alhajji Asks the Right Questions: How Long Can Strong U.S. Petroleum Product Exports Continue Before Causing Domestic Shortages and Price Spikes?

Clark Savage176

Energy markets are flashing warning signs as U.S. petroleum product exports remain near record highs while domestic inventories tighten amid escalating geopolitical risks in the Middle East. Veteran energy analyst Anas Alhajji (@anasalhajji) highlighted these concerns in his July 9, 2026, Daily Energy Report on X and Substack, posing a series of pointed questions that […]

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Calls for Oil Glut May Not Consider Realistic Oil Movements and Exploration

Clark Savage105

Recent analyst predictions of an impending oil glut and sharply lower prices have gained traction amid falling benchmark crude prices and reports of recovering tanker flows through the Strait of Hormuz. However, a closer look at actual oil movements, inventory dynamics, refinery constraints, and exploration activity suggests these calls may be getting ahead of reality. […]

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Russia’s Fuel Crisis Deepens as Putin Acknowledges Growing Gasoline Shortages

Clark Savage111

Putin admitted Russia is experiencing fuel shortages and long lines at gas stations, while insisting the situation remains manageable. Ukrainian drone attacks on refineries, pipelines, and oil terminals have forced fuel restrictions across numerous Russian regions. Moscow is considering a diesel export ban and prioritizing fuel supplies for agriculture as it seeks to stabilize the […]

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Iranian Strikes on Tankers in the Strait of Hormuz Heighten Global Energy Security Risks

Clark Savage148

Tensions in the Strait of Hormuz escalated sharply this week with two reported attacks on commercial vessels, underscoring the vulnerability of one of the world’s most critical energy chokepoints. On June 25, the Singapore-flagged container ship M/V Ever Lovely (operated by Taiwan’s Evergreen Marine) was struck by what U.S. officials described as an Iranian drone […]

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Iraq is joining other Gulf States and Countries in planning on life with a Closed Hormuz Iraq is joining other Gulf States and Countries in planning on life with a Closed Hormuz

Clark Savage135

Iraq is rapidly expanding alternative oil export routes to reduce its heavy dependence on the Strait of Hormuz, aligning with long-standing strategies by Saudi Arabia and the United Arab Emirates. Even as some reports suggest potential easing of disruptions in the waterway, Baghdad is treating diversification as a permanent strategic priority rather than a temporary […]

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