crude-oil
3 articles
- The Prompt-Delivery Premium: Why Physical Crude in Asia Trades $50 Above Brent
The $45–50 gap between Brent and prompt-delivered Asian crude reflects scarcity in transit capacity, delivery timing, crude quality, and product value. This article decomposes the premium and quantifies its working-capital consequences.
- The Freight Inflation Feedback Loop: Why Industrial Inflation Outlasts Oil
A prolonged Hormuz disruption shifts inflation from crude oil into freight, refining, chemicals, fertilizer, and inventories. Oil prices may stabilize while industrial inflation persists.
- Data Centers Are Modern Oil Refineries: Heat Rejection Is the Binding Constraint
Data-center capacity is constrained by the density at which waste heat can be captured, transported, and rejected, not by aggregate electricity generation alone.