Global Energy Supply Shock
When a major oil shock hits, most Americans notice it first at the pump. That’s exactly what’s happening now. Since the February 28 attack on...
Diesel Prices Spike Faster
When a geopolitical shock hits energy markets, the same pattern plays out: diesel prices spike fast, while gasoline lags behind. According to data from the...
Presidents Gas Prices Impact
I was recently fueling up my wife’s car in Tempe, Arizona when I noticed something I hadn’t seen in a while: an “I did...
US Refinery Shale Myth
A widespread myth in energy circles is that U.S. refineries are “unable” to process the light, sweet crude produced by the shale boom. The...
The first quarter of 2026 marked a sharp shift from the broad-based strength that closed out last year. The S&P 500 finished in negative...
Gas Prices Market Dynamics
Gasoline prices continue to surge. Drivers saw increases of roughly 50 cents per gallon almost overnight following the outbreak of hostilities with Iran. According...
Iran Strait Hormuz Power
Global attention often focuses on Iran’s nuclear program, but the country already holds a far more immediate strategic lever. Geography gives Iran influence over...
Oil Price Ceiling Factors
Oil prices surged above $90 after shipping disruptions in the Strait of Hormuz, catching many analysts off guard after forecasts of a supply surplus...
Hormuz Fertilizer Supply Risk
Financial markets are focused on oil prices following escalating tensions involving Iran. But crude is only part of the story. A far more underappreciated...
Strait of Hormuz Risk
Oil prices should be falling. U.S. crude inventories just posted the largest weekly build in three years. Yet Brent remains above $70 per barrel....