Tag: Oil Prices
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The $16 Billion Kuwait Pipeline Deal: Private Capital Signs a 20-Year Bet Mid-Conflict
Blackstone, Brookfield and KKR have signed a $16 billion, 20.5-year lease-and-leaseback covering Kuwait’s crude pipelines: the largest foreign investment in Kuwaiti history, signed mid-conflict. Inside Project Peregrine, and what it says about how patient capital is pricing the Gulf.
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The ECB’s Hawkish Hold: Rates Stay at 2.25 Per Cent With September Live
The ECB held its deposit rate at 2.25 per cent on 23 July, six weeks after its first hike since 2023. With inflation at 2.8 per cent, growth at 0.8 per cent and Brent near $92, the September decision is being written in the Strait of Hormuz.
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The Invisible Blockade: War-Risk Insurance Is Repricing the Strait of Hormuz
War-risk insurance for a Hormuz transit has risen 1,900 per cent while Brent gained 30. Transits have halved with no fleet blockading the strait. Inside the market of a few dozen underwriters now deciding how much of the world’s oil moves.
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The Strait of Hormuz Toll That Lasted a Day
Khan Capitals | July 2026 Key Takeaways Part of: The 2026 Iran Crisis – Khan Capital’s hub on the 2026 Iran crisis and oil shock. Twenty-Four Hours of Maritime Policy On Monday 13 July the United States announced it would charge the world 20 per cent of the value of any cargo passing through the…
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The June CPI Report: A Ceasefire Dividend the Fed Will Not Bank
Khan Capitals | July 2026 Key Takeaways Part of: The Fed’s Regime Change – Khan Capital’s hub on the Fed’s 2026 regime change. The Best Print in Years, and Nobody Cheered On paper, 14 July delivered the most encouraging inflation data the United States has seen in a long time. The consumer price index fell…
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The Hike That Came Back: Pricing a September Rate Hike After the Minutes
A week after the jobs report buried it, the September rate hike is back at 64% odds. Inside the Fed’s 9-8 split, the oil shock that revived the bet, and the yields quietly grinding toward May’s highs.
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Strait of Hormuz Attacks: Three Tankers and the End of the US-Iran Truce
Three tankers struck in the Strait of Hormuz, General License X revoked, and US retaliatory strikes overnight: the interim US-Iran calm broke this week, sending Brent above $76.
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Core PCE at 3.4%: The Inflation Data Behind the Fed’s Hawkish Turn
Khan Capitals | June 2026 Key Takeaways Part of: The Fed’s Regime Change — Khan Capital’s hub on the Fed’s 2026 regime change. An Inflation Print That Validates the Hawks For most of the past two years the argument inside the Federal Reserve was about the speed of the descent. Inflation was falling, the only…
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The US Iran Peace Deal and the Unwinding of the 2026 Risk Premium
Khan Capitals | June 2026 Key Takeaways Part of: The 2026 Iran Crisis — Khan Capital’s hub on the 2026 Iran crisis and oil shock. The US Iran Peace Deal and the Collapse of the War Premium For two quarters, the dominant input into global risk pricing was a war. The US Iran peace deal…
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OPEC Production Increase Meets the Peace Trade: 188,000 Barrels Into a Falling Market
Khan Capitals | June 2026 Key Takeaways Part of: The 2026 Iran Crisis — Khan Capital’s hub on the 2026 Iran crisis and oil shock. 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…