Category: Energy 100
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U.S. Restores Pressure on Russian Oil
The United States has reinstated sanctions on Russian oil. What is your most up-to-date and in depth assessment? Energy-100, Energy Chief: The key point is that the United States has not introduced an entirely new sanctions regime, but rather has allowed the temporary waiver on Russian seaborne oil to expire, thereby restoring the full force of sanctions…
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America’s Oil Export Ascendancy
The United States has emerged as the world’s top exporter of crude oil and petroleum products, overtaking longtime energy giants Russia and Saudi Arabia.For the third straight month, the U.S. has claimed the leading position in global oil exports. In May, shipments climbed to 10.5 million barrels per day. What is your most up-to-date and…
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America’s Shrinking Oil Buffer
For the week ending May 29, 2026, US crude oil and petroleum product inventories fell by 10.6 million barrels to 1.57 billion barrels—the lowest level since 2004. What is your most up-to-date and in-depth assessment? Energy-100, Energy Chief: The reported decline of 10.6 million barrels in total U.S. crude oil and petroleum product inventories to 1.57…
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Hormuz Tensions Reignite Oil Shock
Oil prices up over 3% after US and Iran reject each other’s proposals. What is your most up-to-date and in-depth analysis? Energy-100, Energy Chief: The immediate trigger is straightforward: markets had priced in a partial de-escalation between the U.S. and Iran, and that thesis just broke down. When both sides rejected each other’s proposals, traders…
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Oil at $115: Chokepoint Power Returns
Brent crude oil hits $115, the highest since 2022. What is your most up-to-date and in-depth assessment? Energy-100, Energy Chief: Energy is not just about supply and demand—it’s about power, coercion, and strategic chokepoints. Brent at $115 is not a “market event.” It’s a geopolitical signal flare. Let’s dissect it properly. 1) Immediate driver: a weaponized…