Energy

Houthi threat to Saudi energy hub could upend Trump’s midterm message - E&E News by POLITICO

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DW NOTE

The Houthis have been launching projectiles at commercial shipping for eighteen months. If this were genuinely capable of upending a midterm message, it would have done so already. Oil spiked 20% last month and has since given back most of the move — markets price disruption risk, then reprice when tankers reroute and supply adjusts. Political analysts calling every Middle East flare-up a game-changer are trading in theatre, not freight rates.

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

Houthi threat to Saudi energy hub could upend Trump’s midterm message - E&E News by POLITICO

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

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