I'm going to be honest with you — sending this makes me nervous. We traveled
into the Utah desert to film what we thought was the dying breath of American
energy.



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Сⅼіϲkhеrе and I'll reveal the shocking details. <[link removed]>



I'm going to be honest with you — sending this makes me nervous.

We traveled into the Utah desert to film what we thought was the dying breath
of American energy.

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What our cameras caught on the other side of that site is something we've
been legally discouraged from describing in writing.

Three separate people told us not to publish this footage.

We're publishing it anyway — because what's coming out of that ground could
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The Loosening-Market Signals Multiplied: Oil Edged up to $100.84 Brent, but
the Data Pointed to Easing Supply. Kuwait Said It Is Pumping at Around 75% of
Pre-War Levels, and Saudi Arabia Sharply Reduced Its Flagship Crude Price for
Asian Buyers as Flows Improved.


The loosening-market signals multiplied: oil edged up modestly to $100.84
Brent and $89.87 WTI on Tuesday, but the underlying data pointed to easing
supply pressure. Kuwait said it is pumping oil at around 75% of the level seen
before the Iran war, and Saudi Arabia sharply reduced the price of its flagship
crude grade for Asian buyers as supply flows improved — both signals of a
loosening market.The combination of Kuwait’s production recovery to 75% of
pre-war levels and Saudi Arabia’s renewed price cut indicates the Gulf
producers are increasingly able to supply the market and are competing for
buyers, reinforcing the easing-supply narrative that has pulled oil down from
the September peaks.


The loosening-market signals are analytically significant because they show
the supply recovery broadening across the Gulf producers. Kuwait’s disclosure
that it is pumping at around 75% of pre-war levels quantifies the recovery for
a major producer, indicating that the workarounds and the improving Hormuz
flows are allowing the Gulf states to restore a substantial share of their
output.Saudi Arabia’s sharp price cut for its flagship Asian grade — the second
such signal in days — reinforces that the kingdom is prioritizing volume and
competing aggressively for market share, behavior consistent with a producer
confident in its ability to supply rather than husbanding scarce barrels.
Together, these signals suggest the supply side is loosening: the producers are
recovering output, competing on price, and moving more barrels, all of which
points toward a better-supplied market than the September crisis implied. Yet
the recovery remains incomplete — Kuwait at 75% means a quarter of its output
is still offline, and the EIA’s shut-in estimate persists — so the loosening is
relative, not a return to normal. The modest price gain to $100.84, despite the
bearish supply signals, reflects the balance between the loosening supply and
the persistent geopolitical risks (the Houthi attacks, the Iranian conditions).
The loosening-market signals — Kuwait at 75%, the Saudi price cut — show the
supply recovery broadening across the Gulf, reinforcing the easing narrative
while the recovery remains incomplete. The market is loosening, but not yet
loose.


The loosening-market signals — Kuwait pumping at 75% of pre-war levels, Saudi
Arabia sharply cutting its flagship Asian crude price again — show the supply
recovery broadening across the Gulf producers. Both indicate the producers are
increasingly able to supply and are competing for buyers, reinforcing the
easing-supply narrative. Yet the recovery remains incomplete — Kuwait’s 25%
still offline, the shut-ins persist — so the loosening is relative. The modest
gain to $100.84 reflects the balance against the persistent geopolitical risks.


 

Sources — Trading Economics, October 6, 2026 · Trading Economics / Crude,
October 6, 2026 · EIA STEO, September 2026

The information provided in this editorial content is general in nature. We
make reasonable efforts to ensure accuracy, but cannot guarantee that every
detail is complete or current.


 



EPISODE 415
America's Bitcoin Strategy and
Trump's First 100 Days


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