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Signal

The line that matters

Buffer depletion

+4

The line that matters

The oil market is still being read through price. But price is not the constraint right now. Inventories are.

LockSimple

Apr 30, 2026

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2 min read

The gap that tells you more than the price

Oil price spread

+4

The gap that tells you more than the price

The spread between physical and paper oil prices has become the most honest signal in the market. Here is what it is saying right now – and what to watch for next.

LockSimple

Apr 23, 2026

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2 min read

The gap the market has to close

Demand destruction

+4

The gap the market has to close

Before the war, the world ran on 107 million barrels of oil per day. It is now running on 97 million. This section maps the gap between those two numbers – and what is currently bridging it.

LockSimple

Apr 16, 2026

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1 min read

What the insurance market knows that the oil price doesn't

Maritime markets

+4

What the insurance market knows that the oil price doesn't

War risk premiums for Hormuz transits rose from 0.2% of hull value before the war to as high as 10% at the peak. Analysts expect them to settle at 1–2% post-ceasefire – five to ten times pre-war levels, permanently. The oil price has moved on. The insurance market hasn't.

LockSimple

Apr 9, 2026

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4 min read

What the market thinks will happen next

JKM

+5

What the market thinks will happen next

The JKM forward curve – the LNG price that Asian buyers pay – shows the market pricing near-complete recovery of Qatari supply by Q2 2027.

LockSimple

Apr 2, 2026

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2 min read

Two lines, two timelines

BloombergNEF

+6

Two lines, two timelines

Oil is back above $100 a barrel. Battery costs have fallen below $100 per kilowatt-hour.

LockSimple

Mar 26, 2026

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1 min read

The number that shut the Strait

Shipping

+4

The number that shut the Strait

The Strait wasn't shut by force. It was shut by this chart.

LockSimple

Mar 19, 2026

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2 min read

One facility. One strait. One system.

Shipping

+3

One facility. One strait. One system.

The US share looks larger than Qatar’s.

LockSimple

Mar 12, 2026

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2 min read

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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