Next Oil Rally May Depend More on China Than Middle East
China’s drawdown of crude stocks has reshaped Asian buying during the Iran conflict, freeing Gulf cargoes for other markets. Here is what import flows, export figures and USO’s latest move…

Tara Burke examines the demand side of the barrel, digging into refinery runs, gasoline consumption trends, and the shifting appetite of major importing economies. She writes with a conversational curiosity, peppering her analysis with questions that invite readers to think alongside her rather than simply absorb conclusions. Her recurring interest lies in how everyday consumption patterns ripple back into crude valuations months later.
23 articles
China’s drawdown of crude stocks has reshaped Asian buying during the Iran conflict, freeing Gulf cargoes for other markets. Here is what import flows, export figures and USO’s latest move…

Oil’s oversupply story faltered after conflict around Iran put the Strait of Hormuz at risk. USO rose on September 30, while weaker Chinese imports and higher Nigerian production complicate the…

Contango and backwardation describe two opposing relationships between futures prices and expected spot prices. Learn how contract convergence, storage expenses, financing and sudden supply shocks shape the curve and affect…

Oil prices remain calm despite a fresh strike on Saudi Arabia's Abqaiq complex, but silence from Aramco and a pattern of coordinated attacks suggest the real risk is still building…
China's newest five year plan doubles down on gas imports and domestic oil output, even as USO holds steady near its 52 week high. Here's what it reveals about Beijing's…
Rolling a futures contract keeps a trade alive past expiration, but timing it wrong can mean an unwanted delivery notice or a forced settlement. Here's how the process actually works.
Norway oil output surged past forecasts in June as offshore fields returned from maintenance, adding stability to a crude market still on edge over Strait of Hormuz shipping risks.
Venezuela oil production has climbed to multiyear highs since Maduro's capture, but sanctions scars, aging infrastructure and environmental damage keep output far below historic peaks.
USO jumps nearly 3% as officials claim Middle East oil flows have fully rebounded, but ship tracking data tells a very different, far more constrained story.
Russia's crude output is sliding under the weight of sanctions and drone strikes on refineries and ports, with Rystad Energy warning a real recovery looks unlikely before 2027.

: Wait, formatting error introduced accidentally. Traffic through Hormuz has ticked up again, still described by ING analysts as running in single digits but higher than before. U.S. Energy Secretary…
Both Washington and Tehran have broken the terms of their 14 point memorandum, and sources tell of a midterm election deadline looming larger than the official 60 day clock.
Crude oil dips even as the Red Sea turns into a geopolitical chokepoint, with Saudi Arabia's export routes squeezed between a Houthi blockade and Suez Canal limits. Here's what it…

Pork belly futures made trading history before disappearing in 2011. Meanwhile, Hamilton Insurance Group shares climb toward 52 week highs, trading at a notably low earnings multiple.

Supply chain strain is back on traders' radars, with crude oil and other commodities pricing in freight snags, inventory swings and dollar strength tied to global logistics.

Contract size dictates who can trade what in futures and options markets. Here's how fixed units in gold, oil, soybeans and equity indexes shape access for institutions and retail traders…

Eligible contract participant status opens the door to derivatives and hedging tools closed to retail investors, but it takes millions in assets and strict regulatory footing to qualify.

USO jumped nearly 4% as benchmark crude oil grades like WTI and Brent moved markets. Here is what drives the prices behind every barrel traded worldwide.

Gold is climbing while the dollar still dominates 88 percent of global currency trades. Here is why the greenback's grip on world markets refuses to loosen, even decades after leaving…

USO hovers near its 52 week low even as New England braces for a possible winter energy squeeze, with utilities blaming the Jones Act and record gas exports for tightening…

United States Oil Fund (AMEX:USO) traded at 103.98 dollars on July 2, 2026, up 0.69% on the day but still sitting deep in a 52 week range that stretches from…

Copper’s role in construction, electrical equipment and transportation makes its price a useful economic clue. But supply shortages, excess production and tariffs can distort what its movements appear to say…

The S&P GSCI tracks 24 commodity futures across five sectors, with energy accounting for the largest listed share. Learn how production based weighting, annual rebalancing and automatic futures rolls shape…
