Dear OilXCoin community,
April 2026 marks an extraordinary phase in the history of the global energy
markets. The geopolitical developments in the Middle East and the
restrictions in the Strait of Hormuz have created a market environment
whose intensity is being compared to the most turbulent episodes of the
past decades. |
In this update, we would like to share our assessment of the current market situation and highlight which structural features of the OilXCoin model may, in our view, be potentially advantageous in such a market environment. |
MARKET UPDATE: OIL & GAS – APRIL 2026 |
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Recent weeks have vividly demonstrated how fragile global energy supply can be in response to political shocks. As a result of the escalating situation between the USA, Israel and Iran, the Strait of Hormuz – the strategic waterway through which approximately 20% of global daily oil trade flows – was nearly completely closed. According to Reuters and industry sources, this temporarily removed at least 12 million barrels per day from the market. |
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WTI Crude (Peak)
$119.49
Highest level since 2022 (Reuters)
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Physical Spot Prices
~$150
Record high, 7 April 2026
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Year-on-Year Brent
+75%
From ~$64 one year ago
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While the WTI futures price rose to as high as USD 119.49 per barrel, physical market prices for immediate delivery significantly exceeded these levels:
European and Asian refineries paid up to approximately USD 150 per barrel for certain North Sea crude grades – an all-time high. The S&P Global Platts Assessment for "Dated Brent" was valued at USD 141.37 on 2 April, close to the historical record set in 2008. |
Refinery margins also rose sharply. In Asia, they reached their highest level in almost four years: Singapore refineries recorded margins of close to USD 30 per barrel, while jet fuel crack spreads temporarily exceeded USD 52 per barrel. Saudi Arabia set the premium for its flagship Arab Light grade at a record level of USD 19.50 above the Oman/Dubai benchmark.
The IEA responded with a coordinated release of strategic oil reserves. Following a preliminary ceasefire in early April, the situation eased slightly – however, industry experts warn that energy infrastructure in the region was significantly damaged and a full normalisation is considered unlikely. |
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Assessment: UBS estimates that, had the Hormuz closure persisted, global oil inventories could have fallen to a historic record low by the end of April 2026. This underscores the structural importance of physically secured, Western-located energy reserves.
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THE OILXCOIN REINVESTMENT MODEL |
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In an environment shaped by supply shocks and rising energy prices, investors are asking an obvious question: How is OilXCoin positioned for such scenarios? The answer lies at the heart of the OXC model, the direct link between real-world physical energy assets and a digital security. |
PHYSICAL BACKING RATHER THAN PURE SPECULATION |
Unlike purely speculative crypto assets, OXC is designed to be based on real-economy oil and gas values and their upstream value creation. The existing OXC activities are located outside the current conflict region in the Middle East; in the current market environment, this may be a relevant structural factor with regard to diversification, physical availability and supply routes. |
The model is designed to generate revenues from two complementary sources: |
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Revenues from Oil & Gas Production
The produced oil and gas is sold at prevailing market prices. In a high-price environment such as the current one, this may contribute to strengthening the revenue base. Commodity prices are subject to fluctuations; past price levels do not allow any conclusions to be drawn regarding future revenues.
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Native Blockchain Transaction Fee (0.75%)
A transaction fee of 0.75% is embedded directly in the OilXCoin protocol – automatically applied and fully transparent. This revenue stream is structurally decoupled from the oil price, complementing the reserve-based value creation with a stable, volume-driven component.
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Transparency Notice: Primary sales of OXC tokens and associated NFTs constitute a revenue source for DeXentra GmbH as the issuer and form part of the overall financing framework of OilXCoin as described in the approved EU Growth Prospectus.
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A core principle of the OilXCoin model is the reinvestment cycle: a substantial portion of the revenues generated is continuously reinvested to acquire additional oil and gas reserves and to expand the attributable asset and production base. |
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High-Price Phase (WTI > $100)
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Low-Price Phase (WTI < $60)
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Mechanism
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Higher sale revenues → more funds available in the reinvestment cycle.
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Lower asset valuations may open counter-cyclical acquisition windows.
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Effect
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Acceleration of capital returns → faster expansion of the asset base.
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Potentially more reserves (OIP/GIP) acquirable per dollar reinvested.
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0.75% Fee
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Additional revenue channel alongside elevated upstream revenues.
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Oil-price-independent cashflow – active even in low-price phases.
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Result
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More capital → faster expansion
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Lower-priced assets → more reserves per dollar
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The principle in one sentence: In high-price phases, the model is designed to potentially generate more capital; in low-price phases, to potentially acquire more assets per dollar invested. In both scenarios, the reinvestment cycle is intended to contribute to strengthening the physical substance behind the token.
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The token supply is fixed at 100 million OXC. The OilXCoin model aims to actively utilise market cycles – high-price phases for accelerated capital generation, low-price phases for value-oriented acquisitions. |
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Important notice
This newsletter contains forward-looking statements and information based on current expectations, estimates, and assumptions, including statements regarding anticipated production, development plans, funding phases, potential increases in attributable production, and estimates of oil in place.
Oil in place represents an estimate of hydrocarbons present in the reservoirs and does not constitute proved, probable, or possible reserves, nor does it imply commercial recoverability. The portion, if any, that may ultimately be recovered will depend on independent technical evaluation, regulatory approvals, and actual production results and may differ materially from current estimates.
The outlined strategy for capital and asset generation across various market phases does not automatically ensure a favorable outcome. High-price environments may be accompanied by heightened volatility, geopolitical risks, and operational cost increases, whereas low-price environments can significantly impact short-term revenues and tighten financing conditions. There is no guarantee of a continuous increase in asset backing or the successful realization of the reinvestment cycle. Commodity markets are highly volatile; price levels can change abruptly, as evidenced by the market reaction following the ceasefire of April 8, 2026. Investors must strictly incorporate these dynamics into their individual risk assessment.
Actual results may differ materially due to technical performance, reservoir characteristics, regulatory approvals, commodity prices, financing availability, operational execution, counterparty performance, and broader market conditions. This communication does not constitute an offer to sell or a solicitation of an offer to buy securities or tokens in any jurisdiction, nor should it be relied upon as investment advice. |
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