Recent Posts
News•Mar 1, 2026
Iran Conflict Triggers Tangible Oil & Gas Supply Losses – Production Down, Exports Stranded (Short Video)
The outbreak of armed conflict in Iran has immediately curtailed the country’s oil and gas output, with crude production dropping roughly 15% and gas processing operating at about half capacity. Export pipelines and terminal facilities have been forced to suspend shipments, leaving several million barrels of product stranded offshore. The supply shock has nudged global crude benchmarks up by around two percent as markets scramble for alternative sources. Analysts warn that prolonged disruptions could reshape regional energy trade flows.
By Anas Alhajji (Energy Outlook Advisors)
News•Mar 1, 2026
Khamenei Eliminated — Hormuz Strait Semi-Shut — All Eyes on OPEC+ V8 Decision This Sunday
Iran’s Supreme Leader Ayatollah Ali Khamenei has been eliminated, sparking a regional power vacuum and heightened political uncertainty. The Strait of Hormuz is operating at reduced capacity, causing semi‑shutdown conditions that disrupt global oil shipments. Market participants are closely watching...
By Anas Alhajji (Energy Outlook Advisors)
News•Feb 28, 2026
Attack on Iran and Iran's Retaliation (Update 2)
Iran has evacuated all large oil tankers from the Persian Gulf, a maneuver that lifted its crude exports to the strongest levels seen since 2017. The clearance follows a recent attack on Iranian interests, which Tehran frames as a catalyst...
By Anas Alhajji (Energy Outlook Advisors)
News•Feb 25, 2026
Monster 16 Mb Build Rocks EIA Data – But Market Shrugs It Off Amid Iran War Drums & Near Record...
The U.S. Energy Information Administration released data showing a massive 16 million‑barrel‑per‑day increase in crude output, the largest build in years. Despite the headline‑grabbing surge, equity and commodity markets barely moved, as traders remain fixated on escalating Iran‑Israel tensions. Simultaneously, the...
By Anas Alhajji (Energy Outlook Advisors)
News•Feb 19, 2026
Storm-Powered Mega Draw: U.S. Crude Inventories Plunge 9 Million Barrels – Biggest in 5 Months!
The episode breaks down the sudden 9‑million‑barrel drop in U.S. crude inventories—the steepest decline in five months—driven by a powerful storm that disrupted refinery operations and boosted demand for heating fuel. Analysts explain how the draw reshapes the supply‑demand balance,...
By Anas Alhajji (Energy Outlook Advisors)
News•Feb 11, 2026
Lingering Storm Impact Still Visible in Latest US Weekly Oil Figures
The episode examines the latest U.S. weekly oil inventory data, highlighting how the lingering effects of a recent storm continue to distort supply figures. Analysts discuss the discrepancy between reported crude builds and actual market conditions, noting that refinery outages...
By Anas Alhajji (Energy Outlook Advisors)
News•Feb 4, 2026
US Weekly Oil Data
The episode breaks down the latest U.S. weekly oil production and inventory figures, highlighting recent shifts in crude output, refinery utilization, and stockpile levels. It explains how these data points are influencing price movements and market sentiment, especially in the...
By Anas Alhajji (Energy Outlook Advisors)
News•Feb 1, 2026
No Glut in Sight: Why Oil Bears Remain Mistaken—Despite OPEC+ V8 Easing the Taps in April
The episode explains that recent oil price gains are driven primarily by sharp production cuts in the United States and Mexico caused by an unusually harsh winter, rather than by OPEC+ policy changes. Geopolitical tension, including rumors of a possible...
By Anas Alhajji (Energy Outlook Advisors)
News•Jan 29, 2026
Inventories Before and During the Storm: A Reliable Predictor of… Nothing
The episode examines U.S. oil inventory data, highlighting that the Strategic Petroleum Reserve (SPR) has accumulated more barrels since early 2025 than the increase in domestic crude production. This discrepancy undermines claims of a true global oil surplus, as much...
By Anas Alhajji (Energy Outlook Advisors)
News•Jan 26, 2026
Iraq’s January Oil Exports Surge: A Short Explanation.
The episode examines recent Kpler data showing Iraq’s seaborne crude oil exports jumping to an average of 3.457 million barrels per day in January, a rise of roughly 208 kb/d from December. It notes that pipeline shipments to Turkey have stayed steady...
By Anas Alhajji (Energy Outlook Advisors)
News•Jan 22, 2026
Gasoline Inventories Rise to Highest Level Since 2020
The episode examines the recent surge in U.S. gasoline inventories, which have climbed to their highest level since 2020, and explores the factors driving this buildup, including weaker demand, refinery outages, and seasonal storage patterns. Analysts discuss how the inventory...
By Anas Alhajji (Energy Outlook Advisors)
News•Jan 20, 2026
Annual Review of EU’s Gas Market in 2025 and the Outlook for 2026
The episode reviews the EU gas market in 2025, noting a modest 1.2% demand rebound after two years of decline and a sharp increase in LNG imports that offset a 15 bcm loss of Russian pipeline gas following the end of...
By Anas Alhajji (Energy Outlook Advisors)
News•Jan 19, 2026
Are the Attacks on Kazakhstan’s Petroleum Sector Potentially Linked to Retaliation Against Trump’s Venezuela Strategy?
In this episode, A.F. Alhajji examines a sudden decline in OPEC+ oil output, focusing on recent attacks on Kazakhstan’s petroleum infrastructure and their possible connection to U.S. policy toward Venezuela under former President Trump. He argues that the disruptions may...
By Anas Alhajji (Energy Outlook Advisors)
News•Jan 15, 2026
The Gasoline Build Paradox: Weather and Shale Vs. Economic Growth?
The episode explores the paradox of rising gasoline consumption despite advances in shale production and the influence of weather patterns on fuel demand. It examines how economic growth, seasonal temperature shifts, and the resilience of the oil market interact to...
By Anas Alhajji (Energy Outlook Advisors)