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The Petro-Chessboard: The Reshuffling of Power Players
A Sea on Fire On March 18, 2026, the world woke to a terrifying new reality. Iranian missiles struck Qatar's massive Ras Laffan liquefied natural gas facility which is the largest LNG export terminal on the planet setting it ablaze . Simultaneously, a Kuwaiti oil refinery with 730,000 barrels per day of capacity was hit, while Saudi Arabia reported downing Iranian drones targeting its natural gas infrastructure. By morning, Brent crude had surged past $113 a barrel . European

Frink Capital
18 hours ago8 min read


Oil: The Crude Arbiter
The Strait of Hormuz: A Weapon That Cuts Both Ways As the conflict in West Asia enters its twelfth day, the Strait of Hormuz has transformed from a maritime highway into the epicenter of an economic war. Iran's Islamic Revolutionary Guard Corps has declared that any vessel belonging to the United States, Israel, or allied nations passing through the strait will be considered a "legitimate target," while Iranian commanders vow that "not a single liter of oil will leave the reg

Frink Capital
Mar 118 min read


How Long Will Oil Stay Afloat?
Oil Piracy Introduction: A Sea of Crude with Nowhere to Go In the complex dance of global oil markets, the price of a barrel is not just set by OPEC+ meetings or economic forecasts. Today, a significant and growing portion of the world’s crude supply is caught in limbo—literally afloat . This floating armada of tankers, acting as makeshift storage, is a direct symptom of the geopolitical fractures that have reshaped energy flows since the pandemic. While the 2020 crisis was d

Frink Capital
Dec 14, 20254 min read


Crude Realities: Why Oil Prices Are Sliding Despite Global Tensions
Crude Oil The world of oil is no longer defined solely by scarcity or abundance—it’s a high-stakes game of power, policy, and...

Frink Capital
Apr 10, 20253 min read


The U.S Eases Sanctions on Venezuela
The U.S eased 3-year old sanctions on Venezuela's oil and gold sectors last week in exchange for an 2024 "election deal" to release bans...

Frink Capital
Oct 22, 20231 min read


Enbridge Inc Ordered to Shut Down Strategic Pipeline
Enbridge Inc ($ENB) was recently ordered to shut down a strategic pipeline and pay $5M's to a Wisconsin "tribal reservation" for...

Frink Capital
Jun 18, 20231 min read


Crude Slides to Yearly Lows 5/31/2023
WTI Crude oil futures slip to yearly lows around $67 dollars/barrel amid mixed economic sentiments globally. Demands from Asian markets...

Frink Capital
May 31, 20231 min read
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