UPDATED AUGUST 1, 2026
UPDATED AUGUST 1, 2026

The Frontier

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  • · 15d ago

    The US SPR can release another 100 million barrels below the 252 million legal floor; the IEA 90-day net import rule doesn't apply because the US is a net exporter.

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  • · 2mo ago

    He contends the IEA's forecast of a 1.5 million barrel per day oil surplus is wrong, as the implied inventory build is not materializing, suggesting demand is understated and the market is roughly balanced.

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  • · 2mo ago

    Britain holds only 28 days of commercial jet fuel stocks and has no strategic reserves, while Portugal has 23 days - the International Energy Agency’s rationing threshold.

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