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Oil Shock Monitor KB
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2026-10

All Pages — Oil Shock Monitor KB 2026-10-02

2026-09

EIA Weekly Petroleum Status Report — Week Ending September 18, 2026 2026-09-24
Patrick De Haan (@GasBuddyGuy, X): Why Diesel Is $6.50/Gal When Oil Is Only $95 — Diesel, Not Crude, Is the Binding Constraint 2026-09-24 · Patrick De Haan
TankerTrackers (@TankerTrackers, X): USN-BL crude oil egress now 13 Mbpd — SoH transits ~10.35 Mbpd 2026-09-23 · TankerTrackers.com, Inc.
Reuters: Saudi Arabia restarts East-West oil pipeline, to resume exports from Yanbu — sources 2026-09-22
Pakistan crisis mode: markets to close at 9 PM, official fuel cut 50%, foreign travel banned for 3 months 2026-09-18
Yahoo Finance — JPMorgan Kaneva 'No Baseline View, Can't Model Endgame' Note (Sep 17, 2026) 2026-09-17
Al Jazeera: Saudi Arabia shuts critical oil pipeline after drone attack — What it means 2026-09-12
Thierry Bros (@thierry_bros, X): ~14 mb/d disrupted — net Hormuz loss accounting 2026-09-12 · Dr. Thierry Bros
ProPakistani — Pakistan OMC Diesel Stocks Below 20-Day Cover (Sep 12, 2026) 2026-09-12
Wikipedia: 2026 East–West Crude Oil Pipeline attack 2026-09-12
New York Times: Saudi Arabia's Oil 'Lifeline' Was Attacked. Here's What to Know. 2026-09-12
ECB Monetary Policy Decision — September 11, 2026 (Second Hormuz-Shock Rate Hike) 2026-09-11
JPMorgan — Natasha Kaneva 'Forever War vs End of War' Scenario Note 2026-09-11
IEA Oil Market Report — September 2026 2026-09-11
CNBC: Saudi Arabia shut down East-West crude oil pipeline after multiple attacks by drones from Iraq 2026-09-11
OPEC Monthly Oil Market Report — September 2026 2026-09-11
EIA STEO September 2026 — Petroleum Products Detail (petro_prod.php) 2026-09-09
Axios — Energy Department Hikes 2027 US Diesel Price Outlook (EIA STEO September 2026 Coverage) 2026-09-09
EIA Short-Term Energy Outlook — September 2026 2026-09-09
Goldman Sachs — Brent $120 Escalation Scenario (Daan Struyven) 2026-09-09
EIA STEO September 2026 — Prices Detail (prices.php) 2026-09-09
India August 2026 Fuel Demand — Diesel Resilient, LPG/Naphtha Weak (Reuters via MarketScreener) 2026-09-08
Pakistan Today / Profit — Pakistan Petroleum Sales Fall 3% YoY in August 2026 (AKD Attribution) 2026-09-03
ProPakistani — Pakistan August 2026 Petroleum Sales Decline Sharply (OMC Data) 2026-09-02

2026-08

Morgan Stanley — Brent $100 / WTI $96 4Q26 Forecast Update 2026-08-31
CSIS 'The Iran War at Six Months: Energy, Markets, and National Security 2026-08-24
Al Jazeera: Yemen's Houthis report attack on Saudi oil tanker in Red Sea 2026-08-24
OIES — 'Hormuz: The Hotel California Phase' Comment 2026-08-22

2026-07

S&P Global Commodity Insights — Russian Export Ban Strains African Gasoil Markets (July 30, 2026) 2026-07-30
The Hill: Red Sea shipping slows after Houthi attacks on Saudi Arabia 2026-07-27
BBC: Houthi attacks raise fears of wider Middle East conflict and more global economic damage 2026-07-24
CNBC: Houthis deploy missiles and drones to attack ships in southern Red Sea, naval group says 2026-07-22

2026-06

IndexBox/Wood Mackenzie: Brent Crude Price Outlook — US-Iran MoU Eases Strait of Hormuz Crisis 2026-06-24 · Alan Gelder, Andrew Harbourne
CNBC: Brent Oil Falls Below $75 — Lowest Since Before the US-Israel War 2026-06-24 · Spencer Kimball
CNBC: Shipping Stalls in Strait of Hormuz After Iran Declares Closure Again 2026-06-22 · Anniek Bao, Spencer Kimball
Al Jazeera: Oil Prices Rise as Lebanon Fighting Erupts and Hormuz Traffic Still Slow 2026-06-19
Forbes: The Oil Market Canceled The Hormuz Crisis Before The Ceasefire 2026-06-18 · George Calhoun
Deutsche Bank — Commodities 2026: The Hormuz Factor 2026-06-18 · Saad Rahim (Trafigura Chief Economist), Kona Haque (EIU), Deutsche Bank
Reuters — Hormuz Reopening to Release 93 Million Barrels of Stranded Oil 2026-06-18 · Reuters / Kpler
Lloyd's List Intelligence — Hormuz Reopening: Phased Restart 2026-06-17 · Adam Sharpe (VP Editorial, Lloyd's List Intelligence)
Windward: U.S. and Iran Agree to End Hormuz Conflict — A Cautious Reopening 2026-06-16 · Windward Intelligence Team
Amena Bakr (Kpler) — Mine Clearance Timeline via PBS NewsHour 2026-06-15 · Amena Bakr (Head of Middle East, Kpler)
The Guardian — Oil and Gas Unlikely to Return to Prewar Prices for Months 2026-06-15 · The Guardian
OIES 'Beyond Crude' Podcast — Hormuz Disruption Effects on Oil Products Markets 2026-06-12 · Bassam Fattouh with Neil Fleming (Argus) and Aldric Chew (Argus Media)
India Urea Tender at $530/t — Down 44% from April ($947/t) 2026-06-11 · @JavierBlas (Bloomberg energy/agriculture journalist)
Trump / Project Freedom — 100M Barrels Moving Through Hormuz 2026-06-11 · @mercoglianos
Europe Jet Fuel Crisis - Kyle Bass Warning 2026-06-05 · Kyle Bass (@Jkylebass)
Backwards Looking — Doomberg on the Paper-Physical Disconnect and Extreme Backwardation 2026-06-04 · Doomberg
Q3: What Does the Physical Supply Reduction Mean for Europe? 2026-06-01
Q2: What Price Impact Will This Supply Reduction Have? 2026-06-01
Q1: How Long and How Deep Will the Energy Supply Destruction Be? 2026-06-01

2026-05

HFI Research — Public Memo: I Can't Believe We Are Doing This 2026-05-07

2026-04

Petrochemical Supply Chain Q&A — Deep Dive 2026-04-30
Oil analyst guarantees next few months 'will be an ongoing, absolute disaster' even if Hormuz opens 2026-04-24
Petrochemical Supply Chain Timeline: 6 Months to 2 Years 2026-04-17
Petrochemicals in the US — Peter Zeihan (Transcript) 2026-04-17
Petrochemicals — Global Supply Chain Under Pressure 2026-04-17
EIA Short-Term Energy Outlook — April 2026 2026-04-09
Dallas Fed Economics: What the Closure of the Strait of Hormuz Means for the Global Economy 2026-04-09

2026-03

The Iran War Is Reshaping Asia's Energy Security Strategies 2026-03-26

2026-01

S&P Global Commodity Insights — Africa Refined Products Short-Term Outlook (early 2026) 2026-01-30