Intelligence Portfolio
The Strait of Hormuz has entered a state of electronic chaos. With ships appearing inland and 'Project Freedom' deploying 15,000 personnel, oil has surged to $114/bbl.
Christian Rosenblum
Crude oil prices have surged to $105/b following the rejection of a peace proposal by Washington and escalating clashes in the Gulf. Here is what investors need to know about the current supply shock.
Texas oil production is hitting new heights while the Port of Corpus Christi breaks export records, positioning the state as a vital stabilizer in a volatile global market.
The United States reached 107 quads of total energy production in 2025, driven by record-breaking shale efficiency and a massive surge in electricity demand from AI data centers.
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