The global energy market in late Feb. 2026 is defined by a significant disconnect between bearish institutional forecasts and a resilient physical reality.
March 02, 2026
In the final week of February 2026, crude oil remained resilient as traders balanced a massive US military buildup in the Middle East against ongoing, yet precarious, nuclear negotiations between Washington and Tehran.
February 28, 2026
The coordinated military strikes by the U.S. and Israel against Iran on February 28, 2026, have fundamentally shifted the outlook for global energy benchmarks from a "surplus narrative" to an active "war premium" reality.
February 27, 2026
As US-Iran tensions approach a critical threshold, Middle Eastern energy giants are fundamentally altering global supply patterns to mitigate the risk of a regional military strike.
February 27, 2026
In late Feb. 2026, the US oil market experienced a massive, anomalous surge in commercial crude stockpiles that effectively dampened recent geopolitical price rallies.
February 26, 2026
The geopolitical landscape of early 2026 has triggered a significant shift in US energy imports following the Jan. 3 intervention in Caracas.
February 26, 2026
The North Sea crude market is currently exhibiting significant structural weakness as major institutional buying subsides and regional supply levels normalize.
February 26, 2026
The ongoing conflict in Ukraine has significantly impacted oil supplies to Central Europe, particularly through the Druzhba pipeline.
February 26, 2026
In response to shifting geopolitical dynamics and reduced Indian demand, Russia is rapidly restructuring its crude oil export strategy to solidify China as its primary market.
February 26, 2026
Eni SPA has taken final investment decisions (FID) for two new biorefining projects in Italy, adding 1.05 MM tpy (approximately 7.7 MM bpy) of capacity at its Sannazzaro de' Burgondi and Priolo sites.
February 26, 2026
