Pricing, Supply, Trading, Transportation The Hormuz Risk Premium Is Now a Line Item Doug Haugh · July 28, 2026
Demand, Lubricants, Pricing, Supply Lubricants – When Buyers Stop Shopping and Start Hunting Doug Haugh · July 16, 2026
Pricing, Supply, Trading, Transportation Fewer Ships, Bigger Ships, and Where is all the Diesel? Doug Haugh · July 10, 2026
Demand, Leadership, Policy, Regulatory, Supply Oil Just Did the Fed’s Hardest Job For It Doug Haugh · June 21, 2026
Demand, Supply, Technology, Trading, Transportation Molecules and Metals Don’t Care About Your Forecast Doug Haugh · June 15, 2026
Demand, Energy Transition, Policy, Supply You Can’t Download a Transformer Doug Haugh · June 14, 2026
Demand, Pricing, Supply, Trading, Transportation The World’s Surge Tank Turned Out to Be in China Doug Haugh · June 13, 2026
Policy, Supply, Trading, Transportation A Trickle Is Not a Recovery: Reading the Reopening of Hormuz Doug Haugh · June 13, 2026
Demand, Policy, Pricing, Supply, Trading Pressure on Russia and Iran Is Reshaping Energy Flows — and Strengthening China’s Cost Advantage Doug Haugh · February 26, 2026
Demand, Leadership, Pricing, Regulatory, Supply Electricity Affordability, AI Data Centers, and the Real Drivers of Rising Rates Doug Haugh · January 31, 2026
