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Life Support: Iran Ceasefire Falters, Brent Nears $110, Qatar Goes Dark at Ras Laffan

Life Support: Iran Ceasefire Falters, Brent Nears $110, Qatar Goes Dark at Ras Laffan

Trump says the Iran ceasefire is on 'life support.' Brent nears $110. Qatar asks LNG vessels at Ras Laffan to switch off transponders. Japan and South Korea burn coal. Tuesday closes on structural disruption, not a spike.

OPEC at a 26-Year Low, Kuwait at Zero: What Monday's Close Tells Operators About This Week

OPEC at a 26-Year Low, Kuwait at Zero: What Monday's Close Tells Operators About This Week

OPEC's April production hit a 26-year low at 20.04 million bpd. Kuwait exported zero crude for the first time since the Gulf War. Trump-Xi talks in Beijing this week are the market's live variable.

May Begins With WTI at $100: UAE Exits OPEC, Supermajors Report, Production Services Pivots

May Begins With WTI at $100: UAE Exits OPEC, Supermajors Report, Production Services Pivots

April closed with WTI at $99.89 and Brent above $113 — the first month since mid-2022 where crude held above $95 for the entire four weeks. That consistency is the story. Not a single spike, not a one-day event. A floor built on OPEC structural change, Hormuz premium,

UAE Quits OPEC: What the Cartel's Biggest Shake-Up in a Decade Means for US Upstream

UAE Quits OPEC: What the Cartel's Biggest Shake-Up in a Decade Means for US Upstream

The UAE's OPEC exit ends 59 years of membership and removes its second-largest producer — with major implications for US upstream operators navigating $100 oil and Hormuz disruption.