Middle East
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The real oil shortage sits in refineries, not tanks
August 3, 2026 -
OPEC+ restores paper supply into a physically broken market
August 3, 2026 -
The Gulf energy premium dies in permanent uncertainty
July 31, 2026 -
Qatar buys American LNG to protect its reliability premium
July 30, 2026 -
Iran War spreads across Iraq, Jordan and the Mediterranean
July 30, 2026 -
War reprices refinery locations outside Hormuz
July 29, 2026 -
Iran War made the dirtiest fuel Asia’s cheapest insurance
July 28, 2026 -
Tokyo turns foreign pipelines into national energy infrastructure
July 28, 2026 -
Aluminium shrugged off the loss of Gulf supply
July 27, 2026 -
War premium and metal scarcity pull markets in opposite directions
July 24, 2026