WTI news for July 31, 2026
Crude oil prices are facing mixed signals as China's crude oil imports fell in the second quarter, hinting at softer demand, while industry warnings that refining limits could keep energy prices high point to ongoing supply constraints. At the same time, the U.A.E.'s changes to how it prices its crude and Abu Dhabi's abandoned benchmark bid are reshaping the market's pricing structure. These factors keep the focus on the delicate balance between supply and demand.
How the day unfolded
Geopolitical tensions in the Middle East, including an escalating Iran war and a Saudi offensive in Yemen, are tightening supply expectations and pushing oil prices higher. This is reflected in Shell's profits doubling and Japan seeking Canadian crude as Hormuz shipments face disruption. The market is focusing on potential supply risks from the conflict, though recent data also shows lower crude prices reduced U.S.-Canada energy trade value in 2025.
Geopolitical risk in the Middle East, including a reported Saudi offensive in Yemen and escalating conflict, has put supply concerns back at the forefront, with diesel prices in focus. However, China's crude imports falling in the second quarter points to softer demand from the world's top importer. These opposing forces are influencing WTI as the market weighs supply risks against demand uncertainty.
China's second-quarter crude imports fell, signaling softer demand, while the oil industry warns that refining limits could keep energy prices elevated. At the same time, the UAE has changed how it prices its crude grades, a structural shift in the market. These factors together are keeping WTI sensitive to both demand worries and supply-side constraints.
Headlines (16)
- Lower crude oil prices reduced U.S.-Canada energy trade value in 2025www.eia.gov · Jul 29, 13:03 UTC
- Japan turns to Canadian crude as Asia feels Hormuz supply pinchwww.aljazeera.com · Jul 30, 01:59 UTC
- Shell profits double as oil prices rise due to Iran warwww.bbc.co.uk · Jul 30, 07:02 UTC
- Shell reports highest profits since 2022www.ft.com · Jul 30, 07:08 UTC
- In the waters off Malaysia, Iranian oil sales continue despite blockadewww.aljazeera.com · Jul 30, 07:30 UTC
- American Oil Majors Trying to Get Into Venezuela Have Hit a Wallwww.wsj.com · Jul 30, 09:31 UTC
- Diesel Back in Spotlight as Middle East Conflict Escalateswww.wsj.com · Jul 30, 17:38 UTC
- Saudi forces planning ‘major offensive against Houthis in central Yemen’www.theguardian.com · Jul 30, 17:46 UTC
- From well to pump: how fuel prices are formedwww.ecb.europa.eu · 10:04 UTC
- Big Oil Is Reaping Rewards From the Chaos in Energy Marketswww.wsj.com · 10:37 UTC
- UK petrol price hits Iran war high, adding to pressure on householdswww.theguardian.com · 12:34 UTC
- China's crude oil imports fell in the second quarterwww.eia.gov · 13:03 UTC
- U.A.E. Changes How It Prices Its Crude Oil Gradeswww.wsj.com · 14:05 UTC
- Abu Dhabi abandons bid to build global oil benchmarkwww.ft.com · 16:18 UTC
- Here’s how Big Oil cashed in on the historic supply crunchwww.marketwatch.com · 18:28 UTC
- Oil industry warns refining limits could keep energy prices highwww.politico.com · 19:02 UTC
Scheduled events
As of 22:35 UTC
- 2026-07-31 — Manufacturing PMI · forecast 50.1 · CNY
- 2026-07-31 — Non-Manufacturing PMI · forecast 50.0 · CNY
- 2026-07-31 — GDP m/m · forecast 0.2% · CAD
- 2026-08-03 — RatingDog Manufacturing PMI · forecast 51.9 · CNY
- 2026-08-03 — Bank Holiday · CAD
- 2026-08-04 — Trade Balance · forecast 3.0B · CAD
- 2026-08-04 — Manufacturing PMI · forecast 50.2 · CAD
- 2026-08-05 — RatingDog Services PMI · forecast 53.7 · CNY
Not investment advice. For informational purposes only.