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Energy Report

Oil, gas, and the energy transition through a markets and geopolitics lens.

The US Just Hit a Record 5.8 Million Barrels Per Day in Oil Exports. How?
energy

The US Just Hit a Record 5.8 Million Barrels Per Day in Oil Exports. How?

The EIA's June 2026 energy outlook projects global oil inventories will fall to their lowest level since 2003 by year-end, with diesel prices up 60% and gasoline up 50% — all traced directly to the Strait of Hormuz disruption cutting 11 million barrels per day from world supply.

5 min read·12d ago