Energy Outlook Advisors' Newsletter

Energy Outlook Advisors' Newsletter

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September 2026

The Hormuz Paradox: Why Oil Prices Remain High Despite a Surge in Flows?
US Inventories, Exports, Imports, and Refinery Utilization (13 Charts).
 • Anas Alhajji
A Picture Worth 300 Million Barrels: Hormuz vs the Black Sea
Energy Outlook Advisors' Newsletter is a reader-supported publication.
 • Anas Alhajji
Diesel Crisis Deepens: Crude Builds, Products Plunge as Refineries Cut Runs — and a 90-Day Export Ban Looms
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
 • Anas Alhajji
SPR Trickle, Product Builds: EIA’s Modest Crude Draw Knocks Oil Lower
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
 • Anas Alhajji
(Public. No Paywall) When a Chart Worth a Thousand Words: Saudi Oil Exports from Western Ports
Energy Outlook Advisors' Newsletter is a reader-supported publication.
 • Anas Alhajji
Oil Shockwave: Diesel Crisis, $122 Asian Crude, and the SPR Draw That Barely Moved the Needle
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
 • Anas Alhajji
(Public. No Paywall) When a Chart Worth a Thousand Words: Mexico’s Crude Exports Collapse to a 50-Year Low
There are several reasons for this decline in Mexico’s oil exports that will not be discussed today.
 • Anas Alhajji
Europe Enters Winter with the Thinnest Gas Cushion in 15 Years
LNG Will Decide September. Weather Will Decide Winter. (with 9 charts)
 • Anas Alhajji
The Triple Threat: How Delayed Maintenance, Low Reserves, and New Tanker Wars Are Shaking Global Oil
US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
 • Anas Alhajji

August 2026

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