INTELLIGENCE ARCHIVE
Versioned daily briefs focused on material changes in geopolitics, physical energy flows and cross-asset market transmission.
Saudi Arabia’s pipeline shutdown and Houthi control of Perim weaken Gulf export redundancy, sustaining upside oil and European inflation risk without yet changing the four-week Hormuz map.
Read brief →Hormuz visible traffic fell to seven with no LNG carrier listed, while the Houthi capture of Mocha raises a second-chokepoint risk before Red Sea flows show disruption.
Read brief →Multi-vessel disruption raises acute Hormuz shipping risk even as one loaded Qatari LNG cargo shows selective passage remains commercially possible.
Read brief →New U.S. tanker strikes and a reported Qatari LNG exit pull in opposite directions, while Germany's adequacy case depends on continuing imports.
Read brief →Saudi energy-site disruption and Iran's planned Gulf exclusion zone broaden regional risk, while German winter gas vulnerability rises without a current shortage.
Read brief →A reported LNG-carrier reversal challenges Hormuz reopening, while OPEC's October hold and China's planned recapitalisation affect different layers of the market.
Read brief →Direct U.S.–Iran attacks on oil carriers raise acute Hormuz shipping risk, while an IAEA-brokered repair window lowers—but does not remove—Zaporizhzhia’s station-blackout tail.
Read brief →An unverified Qatar-linked LNG turnback report challenges reopening optimism; French heat and German restart uncertainty make European power hedges conditional.
Read brief →Hormuz de-escalation odds fall as transit volumes stay depressed, while Germany’s storage deficit and record distillate tightness deepen Europe’s winter convexity.
Read brief →Hormuz risk is shifting from a binary closure story toward a coercive, partially adaptive corridor, while German grid sabotage adds a new non-fuel power-risk premium and China demonstrates faster crude-supply…
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