Our View

The Hoarding Problem

The behavior of private crude oil and product stockholders often has an impact much greater than that of governments interceding. Click here to read more.

The Iran War Disruption: Not Different from Past Episodes

A rough uniformity exists between this and past disruptions in terms of price changes and supply loss. See Our View.

The 2026 Oil Market Disruption (May 4, 2026) -- This crisis is not the same as the 1973, 1978-80, or 2022 disruptions.

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