#oil
- Trump bought Putin's diesel to win the midterms. It lands after the vote
On October 9, Trump lifted US sanctions on Russian diesel and promised prices 'coming down, in record numbers, and fast'. 25 days before the vote, the maths says otherwise: at most 0.6 days of US diesel can land before November 3, and the best case at the pump is about 14 cents off a gallon that rose $2.39. With a live tracker for Valero, Old Dominion and Scorpio Tankers.
VLO$433.75 → ……ODFL$181.97 → ……STNG$85.14 → …… - The war with Iran made the electric car the cheapest to run. Buyers noticed, carmaker shares didn't
Since February, petrol in the EU is up 23% and diesel 35%, while home electricity barely moved. 100 km on petrol now costs €13, on home power €5. Electric cars' share of new sales jumped, yet carmaker shares fell, Toyota's and BYD's included. With a table for every EU country and a live tracker.
7203.T¥2,900.50 → ……1211.HKHK$74.55 → ……TSLA$370.68 → …… - Hormuz isn't empty. It went dark
Open satellite data says the Strait of Hormuz is all but closed: 3% of the ships it saw before the war. Commercial trackers say three quarters of the crude still gets through, unseen, escorted and at a steep price. Here is the gap, and who gets paid for it.
FRO$53.75 → ……BNO$61.45 → …… - Europe's airlines locked in cheap fuel. It didn't save their shares, and it runs out in 2027
Five European airlines hedged most of their fuel before the 2026 oil shock; the five biggest US airlines hedged none. Their shares fell just as far, and Europe's cover runs out next year. With a live tracker.
LHA.DE€7.60 → ……RYA.IR€23.79 → ……UAL$112.51 → ……