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← /news·[ENERGY]·JUL 29·1 min read

Oil jumps as Iran fires ballistic missiles at U.S. forces, ending brief pause in hostilities

The geopolitical risk premium embedded in crude prices is the market mechanism that converts a ballistic missile strike into a commodity move. It functioned as designed when Iran attacked U

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[ENERGY]01

Wealthy investors crowd oil and gas assets as Iran war and AI boom collide

The underlying constraint in the market for oil and gas mineral rights is scarcity by structure.

Isaac Yerby·2 minSEP 11
[ENERGY]02

Houthis close on Bab al-Mandab as MBS presses Trump for strikes

Bab al-Mandab, the narrow southern exit of the Red Sea into the Gulf of Aden, is the primary throughput gate for seaborne commerce and Saudi oil exports, and Houthi forces moved closer to its edge on Thursday after seizi…

Isaac Yerby·2 minSEP 11
[ENERGY]03

Venezuela's oil output projected to more than double by 2027 as Chevron commits $7 billion

Venezuela holds more than 300 billion barrels of crude reserves, roughly 20% of the world's total, yet produces around 1% of global output because of twenty-five years of political instability and deteriorating field inf…

Chase Whitlock·2 minSEP 11
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