Sign in Subscribe

geopolitical

BKR Q1: Services Splits in Two — IET Soars While OFSE Stalls

BKR Q1: Services Splits in Two — IET Soars While OFSE Stalls

Baker Hughes Q1 confirms the services bifurcation: IET orders up 54% YoY at record $33.1B RPO while OFSE faces Middle East pressure. WTI holds $91 after a wild $10 swing. Helix and Hornbeck merge deepwater assets.

Americas Crude Steps Into the Hormuz Void: Mexico, Guyana, and Canada Reshape Atlantic Basin Trade

Americas Crude Steps Into the Hormuz Void: Mexico, Guyana, and Canada Reshape Atlantic Basin Trade

EU Gas Storage at 31%: ACER’s Warning and the US LNG Opportunity

EU Gas Storage at 31%: ACER’s Warning and the US LNG Opportunity

WTI at $96, Brent Above $105: Iran War Reshapes Global Crude Flows

WTI at $96, Brent Above $105: Iran War Reshapes Global Crude Flows

WTI is trading at $96.49 intraday, up $6.88 (+7.68%), and Brent has broken above $105 — the Iran war premium is doing what war premiums do: compressing risk tolerance across every Atlantic Basin supply chain. The real story isn’t the price alone; it’s what’s happening

Oil tanker underway — Atlantic Basin crude exports

Guyana's 900K Barrel Moment: Why Stabroek Is the Atlantic Basin's Best Hormuz Hedge