Oil pricing is a balance of two curves. Bears look only at stagnating demand, ignoring depleting cheap reserves and soaring capex. Meanwhile, geopolitical risks are sparking a boom in strategic storage.Crude Oil pumpjack at sunset by Zbynek Burival via Unsplash
Read full articleBeyond the War Premium: How Strategic Reserves Create a New Floor for Oil Prices
Written on 07/08/2026
Mikhail Fedorov

