About Oil Shock KB
A compiled knowledge base documenting the 2026 Hormuz Strait oil market crisis — from the initial conflict through the April 2026 ceasefire and its aftermath.
What This KB Covers
The conflict began February 28, 2026 with U.S.-Israeli strikes on Iranian infrastructure. The Strait of Hormuz — carrying ~20 mbd oil (22% of global maritime trade) and 22% of global LNG — effectively shut down. Transit collapsed from ~130 ships/day to ~6 ships/day. Collective production shut-ins reached 9.1 mbd in April 2026 (EIA).
The knowledge base tracks the following research threads:
- **Supply destruction** — extent of production shut-ins, inventory drawdowns, OPEC+ response
- **Price impact** — physical vs. futures market disconnect, the unprecedented $50+/bbl basis spread
- **European exposure** — LNG infrastructure, energy security, policy response
- **Daily briefs** — curated intelligence from analysts and on-the-ground sources
Architecture
The KB lives in /Users/ociule/.openclaw/workspace/projects/oil-shock-monitor-kb/ with:
- `CONCEPTS.md` / `compiled/sources/` — structured research articles
- `daily/` — date-stamped daily digest files
- `scripts/generate-html.py` — generates styled HTML wrappers from markdown
- `scripts/header.py` — shared nav header, single source of truth for all pages
- `scripts/deploy.sh` — deploy to Cloudflare Pages (one command)
- `all-pages.html` — flat index of all KB articles
Naming Conventions
- `index.html` — home page (served at `/` by CF Pages)
- `all-pages.html` — flat alphabetical list of all articles
- `sources.html` — source attribution index (generated by dashboard)
- `compiled/sources/{slug}.html` — compiled research articles
- `daily/{date}-{author}.html` — daily digest entries