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- News
2026/9/3
fiisual Biweekly Oil Report : Middle East Tensions Persist as Energy Supply Risk Spreads from Crude to Refined Products
Oil prices strengthened recently as tensions in the Middle East flared up again. The US-Iran conflict continues, transit volumes through the Strait of Hormuz remain low, and shipping risk in the Red Sea and the Bab el-Mandeb Strait has increased — all of which keep a supply-disruption premium embedded in crude prices. In the US, commercial crude inventories fell by about 4.5 million barrels in a single week, and refinery utilization rose to 98%, showing that crude supply continues to be squeezed by heavy refining and export demand. Meanwhile, SPR inventories keep declining, further narrowing the supply buffer. As geopolitical risk gradually spreads from crude transport to diesel, jet fuel, and LNG, the short-term focus in the oil market remains on shipping conditions through key channels and the pace of Middle East supply recovery.
- News
2026/8/24
fiisual Biweekly Oil Report : The Strait of Hormuz and the Bab el-Mandeb Strait remain blocked; the ongoing geopolitical standoff means oil prices will continue to carry a risk premium over the long term
This biweekly report continues the theme of "rising geopolitical tension, constrained supply, and low inventories." Over the past two weeks, Brent and WTI rose 10.72% and 11.41% respectively, showing the market continues to raise its risk premium for disruptions to Middle East supply. US-Iran talks remain deadlocked, and with passage through the Strait of Hormuz and the Bab el-Mandeb Strait restricted, market expectations for when shipping and crude exports will normalize keep getting pushed back. Although US commercial crude inventories rose for two consecutive weeks, easing near-term supply pressure, continued draws on the SPR, falling distillate stocks, and refinery utilization climbing to 97.2% show the physical market remains tight. The three major agencies' August monthly reports also cut their short-term supply-demand outlooks, expecting inventories to keep draining quickly in the second half of 2026; the supply gap and low inventories will keep oil prices highly sensitive to geopolitical events. Looking ahead, although alternative routes are sustaining some exports, capacity, cost, and transit time make it hard for them to fully replace the Strait of Hormuz. As a result, the market's focus has shifted from a purely short-term supply shock to repricing how long the crisis will last. Amid the ongoing US-Iran standoff, the Hormuz crisis is evolving from a "short-term geopolitical risk premium" into a "long-term supply shortage premium," and oil prices will likely stay elevated and volatile in the near term.
- Industry
2026/8/11
A Complete Look at How AI Drives the Power Supply Industry Upgrade
Rapid growth in AI computing power is driving a surge in data center electricity demand, pushing the power supply industry from a mature market into a new upgrade cycle. This article examines how AI data center power architectures are evolving from traditional AC systems toward 800V HVDC high-voltage direct current, while also exploring key trends in natural gas generation, SOFC fuel cells, grid upgrades, and large power transformers. It also reviews the positioning of Taiwanese suppliers such as Delta Electronics and Kaori Heat Treatment, highlighting how AI infrastructure upgrades are reshaping the global power industry and creating new investment opportunities.
- News
2026/8/11
fiisual Biweekly Oil Report : Strait Supply Recovery Lags Negotiations, While Houthi Escalation Keeps Oil Prices Range-Bound at Elevated Levels
Recently, the crude oil market has mainly been driven by a "time lag between negotiation progress and actual supply recovery," with prices first falling and then rebounding, settling into a high-level, range-bound pattern. Although the US–Iran talks have continued to send positive signals, and Iran and Oman are also advancing a transit mechanism for the Strait of Hormuz, the two sides still disagree on issues such as sanctions, waterway management, and passage conditions, and shipping through the Strait has not yet returned to pre-war levels — making it difficult for the market to immediately price in expectations of increased supply. Separately, Houthi activity has flared up again and continues to threaten Red Sea shipping and Saudi energy facilities, further raising the risk of a Middle East supply disruption. On the demand side, consumption has remained stable with modest growth, and gasoline and distillate inventories have both drawn down, providing fundamental support for prices. Overall, while a breakthrough in negotiations would be positive for a gradual supply recovery and would push prices lower, the actual pace of supply recovery is still lagging behind the pace of political negotiations, and with Houthi activity heating up again, the market continues to price in a geopolitical risk premium. Crude oil prices are expected to remain range-bound at elevated levels in the near term.
- News
2026/7/27
fiisual Biweekly Oil Report :Rising US-Iran Tensions Push Up Oil Prices; Reports of Renewed Talks Emerge, but Red Sea Risks Continue to Lift the Oil Risk Premium
Over the past two weeks, international oil prices have swung sharply amid escalating US-Iran conflict, with Brent crude briefly breaking above $100. In the early stage of the conflict, US-Iran military confrontation expanded into the Persian Gulf region, and the Houthi movement's involvement in the Red Sea situation raised market concerns that the Strait of Hormuz and the Bab-el-Mandeb Strait could form a "dual-strait crisis," pushing up the oil risk premium. However, with Pakistan actively mediating under Chinese backing, prospects for a resumption of US-Iran talks have improved, and with the US having refrained from new military action against Iran for the past two to three days, the market has grown hopeful of a diplomatic cooldown, causing oil prices to pull back from their highs. On the fundamentals side, the Strategic Petroleum Reserve (SPR) continues to decline, shrinking the buffer available to the market. Overall, short-term oil prices remain dominated by elevated geopolitical risk, and the market will continue to focus on the progress of US-Iran talks and whether Red Sea shipping risks expand further. If diplomatic talks achieve a breakthrough, the risk premium could continue to ease; but if talks collapse or the risk of strait blockades rises, oil prices may again face upward pressure.
