Research Notes · Theme
Energy
Kresmion Research notes on energy. Independent, source-attributed, information-only.
- August 13, 2026The Public Ship Count Through Hormuz Reads 96 Percent Lower. Nobody Can Say How Much of That Is Real.
- July 19, 2026Oil Rose About 15 Percent This Week as US-Iran Strikes Turned Deadly. Speculators Went Into the Surge Near Their Lightest Crude Bet of the Year.
- July 18, 2026Speculators Hold One of Their Biggest Natural Gas Bets in a Year. Since They Piled In, the Price Has Fallen Nearly 11 Percent.
- July 16, 2026PBF's Top Holder Sold $49.5 Million in a Week, Across Three Form 4s
- June 23, 2026Kresmion's News Engine Flagged a Maximum Oil Supply Shock. The Coverage It Counted Was About Peace.