Knowledge Base Source Manifest¶
Tier 1 — Institutional / Government (Authoritative)¶
| Source | Date | File | Key Data |
|---|---|---|---|
| Brookings Institution | 2026-06-08 | compiled/daily/brookings-strait-hormuz-crisis-jun8-2026.md | Largest disruption in history; IRGC toll $1/bbl; ~90 tankers trapped; US gasoline $4.31/gal |
| EIA Short-Term Energy Outlook | 2026-06-09 | compiled/daily/eia-steo-june-2026-update.md | OECD 2.3 Bbbl Dec 2026 (lowest since 2003); 50 days supply; Brent $105→$89 Q4; demand -1.1 mbd; 11.3 mbd shut-ins |
Tier 2 — Analyst / Research Firms¶
| Source | Date | File | Key Data |
|---|---|---|---|
| Vitol / Tom Baker (Reuters) | 2026-06-02 | compiled/daily/vitol-tom-baker-bahrain-chief-jun2-2026.md | ~4 mbd demand destruction; "West asleep at the wheel"; LNG +7%/+40 bcm |
| Rystad Energy (Rigzone) | 2026-06-11 | compiled/daily/rystad-energy-oil-may-climb-150-jun11-2026.md | Worst case $150/bbl; Polymarket deal ~27%; Brent $90–$95.5 volatile |
| Enverus Intelligence Research | 2026-06-11 | compiled/daily/enverus-intelligence-hormuz-outlook-jun11-2026.md | OECD 2.36 Bbbl trough Q4 2026 (20-yr low); Brent $110 avg H2, $117 peak Q4; $5–$10/bbl durable geopolitical premium |
Tier 3 — Maritime / Trade Intelligence¶
| Source | Date | File | Key Data |
|---|---|---|---|
| TankerTrackers.com | 2026-06-10 | compiled/daily/tankertrackers-dark-fleet-tracking-jun10-2026.md | 12 STS ships Jun 6; ~90 tankers still trapped; government vessels only |
| gCaptain | 2026-06-10–11 | compiled/daily/gcaptain-maritime-sts-suez-jun10-11-2026.md | 16-tanker STS cluster; INTERTANKO Omani route advisory; ~15 vessels/day; Suez rerouting |
Last updated: 2026-06-12