Recent Posts

The Age Of Autoimmune War – Analysis

Key Takeaways: A country can be militarily strong and still easy to interrupt. Limited attacks—such as drones on Saudi Arabia’s East-West Pipeline and earlier Houthi strikes—can force rerouting, shutdowns, and delays whose cost exceeds the physical damage, including UNCTAD’s estimate that avoiding Bab el-Mandeb can stretch a Yanbu-to-South Korea crude …

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What Goes Into Diesel Prices? – Analysis

Key Takeaways: U.S. retail diesel averaged $6.29 a gallon as of Sept. 14, 2026—the highest nominal price in EIA’s series since 1994 and the highest inflation-adjusted level since 2022—lifted by crude prices plus a wide diesel crack spread (wholesale diesel minus crude). Global distillate is tight because of weaker refining …

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