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Energy radar

Energy Radar brings together the signals, data points and developments shaping energy markets right now. A fast, focused view of what’s moving, where pressure is building and what deserves your attention.

If you only read one thing this week

Energy radar

+5

If you only read one thing this week

“The Middle East and Global Energy Markets” – IEA

LockSimple

Jul 16, 2026

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1 min read

This week in energy

US Iran blockade

+5

This week in energy

Brent was trading around $70 in the post-MoU recovery phase. This morning, it is back near $85. The "wartime premium has disappeared" story lasted about ten days. What replaced it is familiar – and, according to at least one analyst, more dangerous than the first time.

LockSimple

Jul 16, 2026

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3 min read

If you only read one thing this week

LNG supply loss

+5

If you only read one thing this week

“The Middle East and Global Energy Markets” – IEA

LockSimple

Jul 9, 2026

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1 min read

Data corner

Hormuz bypass

+5

Data corner

That is the share of Qatar’s LNG exports that transit the Strait of Hormuz, according to the IEA.

LockSimple

Jul 9, 2026

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1 min read

If you only read one thing this week

Energy radar

+5

If you only read one thing this week

“The Hormuz Threat Oil Markets Are Ignoring” – OilPrice.com

LockSimple

Jul 2, 2026

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1 min read

Data corner

Emergency stock release

+5

Data corner

That is the cumulative oil supply loss from Middle East producers since the start of the Hormuz crisis, according to the IEA. It is the number sitting behind this week’s quieter Brent price.

LockSimple

Jul 2, 2026

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1 min read

If you only read one thing this week

Energy radar

+5

If you only read one thing this week

“The Hormuz Threat Oil Markets Are Ignoring” – OilPrice.com

LockSimple

Jun 25, 2026

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1 min read

This week in energy

Brent crude contango

+5

This week in energy

Brent has given back the war. The futures price now says the crisis premium has gone. The physical system says something more complicated: tankers are moving, inventories are still thin and the IRGC is still trying to define the terms of passage.

LockSimple

Jun 25, 2026

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2 min read

Data corner

Energy radar

+5

Data corner

That is how many vessels US CENTCOM said transited the Strait of Hormuz on 21 June 2026 – one day after Iran’s Revolutionary Guard declared the waterway closed again.

LockSimple

Jun 25, 2026

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1 min read

This week in energy

Energy radar

+5

This week in energy

Three Saudi-flagged supertankers carrying 6 million barrels of crude have exited the Strait of Hormuz. The interim deal has been signed. Brent is back below $80. The physical reopening has begun – but the paper market is already pricing a recovery the physical system has not yet delivered.

LockSimple

Jun 18, 2026

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3 min read

If you only read one thing this week

Energy radar

+5

If you only read one thing this week

“A fragile thaw in Hormuz but timing and sequence now matter” – Lloyd’s List

LockSimple

Jun 18, 2026

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1 min read

Data corner

Energy radar

+5

Data corner

That is the widely reported estimate for the Strait of Hormuz to reopen physically. The MOU itself guarantees toll-free passage for 60 days – but the physical constraints that 30 days cannot resolve are a different question entirely.

LockSimple

Jun 18, 2026

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1 min read

Data corner

Energy radar

+5

Data corner

The share of the global fleet Mercuria warns could be idled if marine fuel shortages continue. Most energy crises are measured in barrels. This one may also need to be measured in ships.

LockSimple

Jun 11, 2026

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1 min read

This week in energy

Energy radar

+5

This week in energy

Brent around $94. Fresh US strikes on Iran. Iranian threats against vessels transiting the Strait. The April ceasefire effectively unravelling. And the mid-June Aramco threshold that GED has been tracking since mid-May arrives in four days.

LockSimple

Jun 11, 2026

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2 min read

If you only read one thing this week

Capital Economics

+5

If you only read one thing this week

“Wall Street may have solved a nagging mystery in global oil markets” – Fortune

LockSimple

Jun 4, 2026

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1 min read

The calm is getting thinner

Energy radar

+5

The calm is getting thinner

Brent fell back below $97 on Thursday after three sessions of gains.

LockSimple

Jun 4, 2026

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2 min read

Data corner

Energy radar

+4

Data corner

That is how much crude China held in above-ground storage at its early-May peak – one of the largest oil buffers ever assembled by a single country.

LockSimple

Jun 4, 2026

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1 min read

Data corner

Energy radar

+4

Data corner

Most demand destruction happens because consumers choose to use less. Petrochemical demand is breaking differently: the plants that convert oil feedstock into chemicals, plastics and industrial inputs simply cannot run at normal rates. Asian utilisation has fallen from 83% in February to an expected 57% in May.

LockSimple

May 28, 2026

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1 min read

Data corner

Energy radar

+4

Data corner

That is how much oil demand the global electric vehicle fleet displaced in 2024 – not a forecast, not a net-zero scenario, but existing electric vehicles already running on existing roads.

LockSimple

May 21, 2026

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1 min read

If you only read one thing this week

Energy radar

+4

If you only read one thing this week

“New Energy Outlook 2026” – BloombergNEF

LockSimple

May 21, 2026

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1 min read

This week in energy

Energy radar

+5

This week in energy

The week nothing resolved

LockSimple

May 14, 2026

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2 min read

Data corner

Energy radar

+5

Data corner

The planting window for nitrogen fertiliser closes in approximately six weeks. Across the Northern Hemisphere.Whatever goes into the ground before then determines this year’s harvest. Whatever doesn’t, doesn’t.

LockSimple

May 14, 2026

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2 min read

Data corner

Energy radar

+5

Data corner

The number of seafarers currently in the Persian Gulf on ships that cannot leave, on routes that no longer exist, in a waterway that has been converted from a global commons into a managed corridor.

LockSimple

May 7, 2026

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1 min read

If you only read one thing this week

Energy radar

+4

If you only read one thing this week

“OPEC Watch: After oil scarcity comes glut! Always...” – Andreas Steno Larsen

LockSimple

May 7, 2026

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1 min read

This week in energy

Energy radar

+5

This week in energy

Four signals from the past seven days.

LockSimple

May 7, 2026

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2 min read

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Global Energy Dynamics

Global Energy Dynamics delivers structured, independent intelligence on global energy markets, helping professionals stay ahead of emerging trends.

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Global Energy Dynamics (GED) is published by MA Financial Media Ltd (a Mark Allen company). All content is provided for information and educational purposes only and does not constitute investment advice, financial advice, a personal recommendation, or a financial promotion. Nothing in this publication constitutes an offer or solicitation to buy or sell any financial instrument. Readers should seek independent financial advice before making any investment decision.

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