 ️ Oil at $103: What's Happening in the Energy Market? Brent has broken through $103 per barrel — a 45% increase since the start of the year. As an analyst with 15 years of experience in the energy sector, I see three key drivers behind this rally. First — strategic reserves and new logistics. The IEA coordinated the release of 400 million barrels from the U.S. SPR. The key buyer has been Europe, which, amid the Middle East crisis, is seeking alternative sources. The U.S. is redirecting its export flow to the Atlantic, disrupting established supply routes. This is not a temporary measure — it is a structural shift in global oil logistics. Second — the gas paradox. The war in the Middle East is causing not a gas shortage, but a structural destruction of demand. Industry is reducing consumption, and investors are pulling out of LNG projects. This threatens the global liquefied natural gas market and accelerates the degasification of economies. Capital is flowing into oil and alternative sources. Third — what this means for the investor. Brent above $100 is a zone of high volatility. Historically, such levels last 3-6 months, followed by a correction or a new supply shock. We are currently in a phase where classic pricing models are being broken by geopolitics. I track these trends in real time using AI agents. ASI Biont analyzes commodity markets, corporate reports, and geopolitical risks in seconds — what would take an analyst a day. https://asibiont.com/