Category: Commodities & Energy
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OPEC Production Increase Meets the Peace Trade: 188,000 Barrels Into a Falling Market
Khan Capitals | June 2026 Key Takeaways On Sunday 7 June 2026, OPEC+ delivered the most heavily anticipated supply decision of the year, and the market barely paused to read it. The OPEC production increase of 188,000 barrels per day for July, agreed by seven producers alongside the 41st OPEC and non-OPEC Ministerial Meeting, landed…
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From War to Blockade: The Hormuz Impasse Enters Its Second Month
Khan Capitals | April 2026 Key Takeaways From War to Blockade The Iran war that dominated the first quarter of 2026 has given way, in the second month of the ceasefire, to a naval standoff that is considerably more commercially disruptive than most institutional investors anticipated. The logic has reversed. Hot war produces an immediate…
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Oil Above $100: Strait of Hormuz Closure and the Energy Crisis of 2026
Khan Capital | March 2026 Key Takeaways Track all markets on TradingView For decades, the Strait of Hormuz has been the single most consequential chokepoint in global energy markets: a narrow passage of roughly 21 miles at its tightest, through which one-fifth of the world’s oil and a significant share of its liquefied natural gas…
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Gold Breaks $4,000: The Ultimate Safe Haven in Uncertain Times
Gold surpasses $4,000 per ounce for the first time as central bank buying runs at double the decade-long average and Western ETF demand records its strongest quarter in history. Why $4,000 is a waypoint, not a ceiling.
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The Energy Crisis: European Gas Prices Hit Record Highs
European gas prices surge to ten times their historical average as Russia weaponises energy supply. Why this is a multi-year structural crisis, not a temporary spike, and what it means for European industry, LNG markets, and global inflation.
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Oil Goes Negative: The Day WTI Crude Hit -$37
Oil settles at negative $37.63 per barrel for the first time in history as pandemic demand destruction, a Russia-Saudi price war, and storage exhaustion at Cushing collide in a moment the commodity market had never contemplated.
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The Russia-Saudi Oil Price War: When OPEC+ Fell Apart
Khan Capital | April 2020 Key Takeaways The Russia-Saudi Oil Price War: When Allies Become Adversaries On 6 March 2020, the OPEC+ alliance that had managed global oil supply since 2016 disintegrated in a single afternoon in Vienna. Saudi Arabia’s energy minister, Prince Abdulaziz bin Salman, had proposed an additional 1.5 million barrel per day…