Updated: May 14, 2026

Research Briefs (8)

• Full Synthesis → compiled/SYNTHESIS.md
• Open Questions → compiled/OPEN-QUESTIONS.md
• Q1: Supply Destruction → compiled/Q1-SUPPLY-DESTRUCTION.md
• Q2: Price Impact → compiled/Q2-PRICE-IMPACT.md
• Q3: Europe Impact → compiled/Q3-EUROPE-IMPACT.md
• Historical Parallels → compiled/HISTORICAL-PARALLELS.md
• Price Elasticity → compiled/PRICE-ELASTICITY.md
• KB Index → compiled/INDEX.md

Institutional Reports (53)

• Baker Institute Oil Outlook 2025 → compiled/institutions/Baker-Institute-Oil-Outlook-2025.md
• Bloomberg Hormuz Oil Shock → compiled/institutions/Bloomberg-Hormuz-Oil-Shock.md
• Bruegel Gas Imports → compiled/institutions/Bruegel-Gas-Imports.md
• Ceraweek 2026 Iran Energy Conference → compiled/institutions/CERAWeek-2026-Iran-Energy-Conference.md
• Csis Hormuz 8 Charts 2026 → compiled/institutions/CSIS-Hormuz-8-Charts-2026.md
• Csis Hormuz Gambit 2026 → compiled/institutions/CSIS-Hormuz-Gambit-2026.md
• CSIS — If Trump Strikes Iran (2026) → compiled/institutions/CSIS-Seigle-2026.md
• Chatham House Saudi Vision Hormuz Threat 2026 → compiled/institutions/Chatham-House-Saudi-Vision-Hormuz-Threat-2026.md
• Chevron → compiled/institutions/Chevron.md
• Congressional Research Service Iran Hormuz → compiled/institutions/Congressional-Research-Service-Iran-Hormuz.md
• Dallas Fed Hormuz Closure → compiled/institutions/Dallas-Fed-Hormuz-Closure.md
• EC EU Prepared Winter 2025 → compiled/institutions/EC-EU-Prepared-Winter-2025.md
• EIA STEO April 2026 → compiled/institutions/EIA-STEO-April-2026.md
• EIA STEO LNG Section → compiled/institutions/EIA-STEO-LNG-Section.md
• Eia Steo May 2026 → compiled/institutions/EIA-STEO-May-2026.md
• ENTSOG Winter 2025-26 → compiled/institutions/ENTSOG-Winter-2025-26.md
• EU Commission Gas Security → compiled/institutions/EU-Commission-Gas-Security.md
• G7 Iea Emergency Oil Release 400Mb March 2026 → compiled/institutions/G7-IEA-Emergency-Oil-Release-400mb-March-2026.md
• GIE Security Supply 2025 → compiled/institutions/GIE-Security-Supply-2025.md
• Goldman Sachs Hormuz Traffic Forecast Error → compiled/institutions/Goldman-Sachs-Hormuz-Traffic-Forecast-Error.md
• Goldman Sachs Oil Outlook 2026 → compiled/institutions/Goldman-Sachs-Oil-Outlook-2026.md
• Hfi Research Public Memo I Cant Believe We Are → compiled/institutions/HFI-Research-Public-Memo-i-cant-believe-we-are.md
• Hfi Research → compiled/institutions/HFI-Research.md
• IEA Oil Market Reports 2026 → compiled/institutions/IEA-Oil-Market-Reports-2026.md
• IndexBox Europe Energy 2026 → compiled/institutions/IndexBox-Europe-Energy-2026.md
• JPMorgan Oil Outlook 2026 → compiled/institutions/JPMorgan-Oil-Outlook-2026.md
• Moeve → compiled/institutions/Moeve.md
• Morgan Stanley Commodities Outlook 2026 → compiled/institutions/Morgan-Stanley-Commodities-Outlook-2026.md
• Morgan Stanley Oil Scenarios 2026 → compiled/institutions/Morgan-Stanley-Oil-Scenarios-2026.md
• Nature Sci Reports Oil Supply Disruption → compiled/institutions/Nature-Sci-Reports-Oil-Supply-Disruption.md
• OIES Oil Monthly Issue 52 (2026) → compiled/institutions/OIES-Issue-52.md
• Opec Jmmc April 2026 → compiled/institutions/OPEC-JMMC-April-2026.md
• OPEC MOMR April 2026 → compiled/institutions/OPEC-MOMR-April-2026.md
• Opec Spare Capacity 5Mbd April 2026 → compiled/institutions/OPEC-Spare-Capacity-5mbd-April-2026.md
• Phillips 66 → compiled/institutions/Phillips-66.md
• Rabobank → compiled/institutions/Rabobank.md
• Reuters Europe Gas Scramble → compiled/institutions/Reuters-Europe-Gas-Scramble.md
• Reuters Graphics Hormuz → compiled/institutions/Reuters-Graphics-Hormuz.md
• Rystad Energy Hormuz Outlook 2026 → compiled/institutions/Rystad-Energy-Hormuz-Outlook-2026.md
• Soufan Center → compiled/institutions/Soufan-Center.md
• Totalenergies → compiled/institutions/TotalEnergies.md
• Trafigura → compiled/institutions/Trafigura.md
• UNCTAD Rapid Assessment 2 → compiled/institutions/UNCTAD-Rapid-Assessment-2.md
• Vitol Oil Market View 2026 → compiled/institutions/Vitol-Oil-Market-View-2026.md
• WTO Hormuz Europe Focus → compiled/institutions/WTO-Hormuz-Europe-Focus.md
• WTO Hormuz Trade Tracker → compiled/institutions/WTO-Hormuz-Trade-Tracker.md
• Wood Mackenzie Crude Export Collapse 60Pct 2026 → compiled/institutions/Wood-Mackenzie-Crude-Export-Collapse-60pct-2026.md
• Wood Mackenzie Energy Scenarios 2026 → compiled/institutions/Wood-Mackenzie-Energy-Scenarios-2026.md
• Wood Mackenzie Lng European Power Prices 2026 → compiled/institutions/Wood-Mackenzie-LNG-European-Power-Prices-2026.md
• Wood Mackenzie Long Term Demand 20Pct 2050 2026 → compiled/institutions/Wood-Mackenzie-Long-Term-Demand-20pct-2050-2026.md
• Woodmac Me Recovery Months 2026 → compiled/institutions/WoodMac-ME-Recovery-Months-2026.md
• Woodmac Uae Opec Exit 2026 → compiled/institutions/WoodMac-UAE-OPEC-Exit-2026.md
• Costa Kapo Mobil Shell Costco Walmart May11 2026 → compiled/institutions/costa-kapo-mobil-shell-costco-walmart-may11-2026.md

Daily Digests (49)

• May 02, 2026 → compiled/daily/may-02-2026.md
• May 01, 2026 → compiled/daily/may-01-2026.md
• Apr 30, 2026 → compiled/daily/apr-30-2026.md
• Apr 29, 2026 → compiled/daily/apr-29-2026.md
• Apr 28, 2026 → compiled/daily/apr-28-2026.md
• Apr 27, 2026 → compiled/daily/apr-27-2026.md
• Apr 24, 2026 → compiled/daily/apr-24-2026.md
• Apr 23, 2026 → compiled/daily/apr-23-2026.md
• Apr 22, 2026 → compiled/daily/apr-22-2026.md
• Apr 21, 2026 → compiled/daily/apr-21-2026.md
• Apr 20, 2026 → compiled/daily/apr-20-2026.md
• Apr 19, 2026 → compiled/daily/apr-19-2026.md
• Apr 18, 2026 → compiled/daily/apr-18-2026.md
• Apr 17, 2026 → compiled/daily/apr-17-2026.md
• Apr 16, 2026 → compiled/daily/apr-16-2026.md
• Apr 14, 2026 → compiled/daily/apr-14-2026.md
• Apr 10, 2026 → compiled/daily/apr-10-2026.md
• Apr 07, 2026 → compiled/daily/apr-07-2026.md
• Apr 06, 2026 → compiled/daily/apr-06-2026.md
• Apr 03, 2026 → compiled/daily/apr-03-2026.md
• Apr 02, 2026 → compiled/daily/apr-02-2026.md
• Apr 01, 2026 → compiled/daily/apr-01-2026.md
• Mar 31, 2026 → compiled/daily/mar-31-2026.md
• Mar 30, 2026 → compiled/daily/mar-30-2026.md
• Mar 29, 2026 → compiled/daily/mar-29-2026.md
• Mar 27, 2026 → compiled/daily/mar-27-2026.md
• Mar 26, 2026 → compiled/daily/mar-26-2026.md
• Mar 25, 2026 → compiled/daily/mar-25-2026.md
• Mar 24, 2026 → compiled/daily/mar-24-2026.md
• Mar 23, 2026 → compiled/daily/mar-23-2026.md
• Mar 22, 2026 → compiled/daily/mar-22-2026.md
• Mar 19, 2026 → compiled/daily/mar-19-2026.md
• Mar 18, 2026 → compiled/daily/mar-18-2026.md
• Mar 17, 2026 → compiled/daily/mar-17-2026.md
• Mar 15, 2026 → compiled/daily/mar-15-2026.md
• Mar 14, 2026 → compiled/daily/mar-14-2026.md
• Mar 13, 2026 → compiled/daily/mar-13-2026.md
• Mar 12, 2026 → compiled/daily/mar-12-2026.md
• Mar 11, 2026 → compiled/daily/mar-11-2026.md
• Mar 10, 2026 → compiled/daily/mar-10-2026.md
• Mar 09, 2026 → compiled/daily/mar-09-2026.md
• Mar 08, 2026 → compiled/daily/mar-08-2026.md
• Mar 06, 2026 → compiled/daily/mar-06-2026.md
• Mar 05, 2026 → compiled/daily/mar-05-2026.md
• Mar 04, 2026 → compiled/daily/mar-04-2026.md
• Mar 03, 2026 → compiled/daily/mar-03-2026.md
• Apr 15 16 2026 → compiled/daily/apr-15-16-2026.md
• Apr 17 30 2026 → compiled/daily/apr-17-30-2026.md
• May 01 02 2026 → compiled/daily/may-01-02-2026.md

Raw Sources (117 total)

(see kb/raw/ for the full list)

Tweets (78 total)

(see tweet-ids.txt for the full list)