Social•Mar 9, 2026
Gulf War III Shows Record Disruption, Minimal Spare Capacity
Here's the promised historical data perspective on how Gulf War III compares in terms of disruption size and available spare capacity. @RapidanEnergy https://t.co/7BQidJY0Qa https://t.co/cgajo5h4cD
By Bob McNally
Social•Mar 9, 2026
Historic Oil Supply Loss Doubles Suez Crisis, No Spare Capacity
Compared to the last maximum disruption during the 1956-1957 Suez Crisis (as a percentage of total liquids demand), this represents the largest oil supply loss in history, by a factor of two. Worse, unlike in past crises, there's zero spare capacity...
By Bob McNally
Social•Mar 8, 2026
Early $45‑Barrel Forecast Still Holds True
This interview with @CNBC's @spencekimball from 8 days and $45 per barrel crude ago aged well..... @RapidanEnergy https://t.co/JOm9ZToDld https://t.co/vPPaedvNrV
By Bob McNally
Social•Mar 8, 2026
Discussing Iran Conflict and Oil Markets on CNN
Looking forward to discussing the Iran conflict and oil markets on @CNN at 5:40pm ET. @RapidanEnergy
By Bob McNally