Oil, gas, power markets, and the geopolitics that move them.
4 posts
The EIA's April 2026 STEO, read for what it says about Hormuz shut-in risk, fuel-price resets, Brent spreads, and U.S. LNG export-capacity limits.
No fixed oil-price call here. The EIA STEO schedule anchors a 2026 read on energy-stock and inflation sensitivity, with IEA timing kept as a source note.
Iran-related energy stress, read through EIA and IEA evidence on Hormuz oil and LNG flows — a 2026 sector-risk map, not a headline reaction.
Hormuz flow exposure is verifiable; the rest is scenario risk. A 2026 map of how oil, LNG, inflation, and risk-asset transmission connect — kept apart from the headlines.
Crude oil, natural gas, power markets, and the geopolitical forces behind them. I track OPEC decisions, Strait of Hormuz disruptions, energy supply chains, and commodity price movements. If it burns, flows, or powers the grid - and affects your portfolio - you'll find it here.
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