Dan Pickering says Venezuela’s oil revival needs major foreign investment, but concerns over contract protections and past nationalizations persist.
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Diesel prices are surging as wars in Iran and Ukraine disrupt fuel supplies. Analysts explain why the Iran war is the bigger driver of rising costs.
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Trump officials say the oil-market disruption is temporary, but Chevron’s Mike Wirth and others warn global supplies are running low, with no respite in sight
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California diesel prices average $7.91 a gallon, with several stations charging over $9 and some pump displays hitting their $9.999 limit, GasBuddy reports.
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Analysts warn the escalating Iran war could deepen global fuel shortages, push diesel prices higher and intensify inflation as energy supplies dwindle.
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Dan Pickering expects the Iran conflict to outlast U.S. midterms, keeping oil prices elevated amid China’s return and risks to Saudi oil supplies.
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Relentlessly rising fuel costs are feeding inflation and threatening Republican reelection chances.
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Chevron and SLB have signed major Venezuela oil deals, but political uncertainty and financial risks are keeping smaller Houston firms on the sidelines.
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The oil outlook has shifted from potential surplus to sustained tightness—and Dan Pickering does not expect a quick return to the market that existed before the fighting in Iran began earlier this year.
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US maritime patrols are shifting control of the Strait of Hormuz, as vessels increasingly use the Omani route despite continued threats from Iran.
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Iran’s proposed Strait of Hormuz fee system could generate billions annually, reshape Gulf security, and permanently alter global energy markets.
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