Buscar

57 resultados para “middle east”

BRENTALCANZALOSTRADE FLOW INSIGHT

El Brent alcanza los 114 dólares ante la amenaza de los ataques hutíes a la infraestructura energética saudí

Los precios del crudo iban camino de registrar una fuerte subida semanal; el Brent se encaminaba a una ganancia de unos 6 dólares por barril y el WTI registraba un repunte mucho más modesto, desde los cerca de 99 dólares por barril del lunes a más de 100 dólares a principios de hoy. En el momento de redactar este informe, el crudo Brent cotizaba a 114,00 dólares por barril y el West Texas Intermediate a 100,40 dólares, mientras las hostilidades en Oriente Medio siguen ocupando las portadas de los operadores petroleros. Sin embargo, el foco parece estar en los ataques hutíes a la infraestructur

Helena Marsh

Europa se prepara para una crisis energética invernal ante las bajas reservas de gas

Europa se prepara para una crisis energética invernal ante las bajas reservas de gas

Tras meses de precios energéticos elevados, Europa puede esperar que los costos del combustible sigan subiendo durante los meses de invierno a medida que crece la demanda. Se espera que las restricciones continuas al comercio de energía y las amenazas a la infraestructura energética en todo Oriente Medio limiten los suministros mundiales y sigan impulsando los precios al alza, golpeando duramente a los consumidores a menos que los gobiernos intervengan. Se estima que la Unión Europea (UE) ha pagado 100.000 millones de euros adicionales en petróleo y gas en lo que va de año, lo que ha llevado a

Helena Marsh

Los productos químicos de Oriente Medio mantienen su ventaja de costes a pesar de la crisis de Ormuz

Los productos químicos de Oriente Medio mantienen su ventaja de costes a pesar de la crisis de Ormuz

A pesar de la guerra de Irán y la crisis de Ormuz, la producción de productos químicos de bajo coste de Oriente Medio está preparada para mantener su ventaja a largo plazo sobre otras regiones. Se están produciendo cambios a corto plazo en el abastecimiento de polímeros debido a las limitaciones actuales en la base industrial del Golfo Pérsico, lo que beneficia a las empresas químicas estadounidenses. Pero, a largo plazo, es probable que Oriente Medio conserve su base de compradores, ya que sigue teniendo las dos palancas para ser competitivo en el mercado mundial: una amplia base de producció

Helena Marsh

Los precios del petróleo se mantienen elevados mientras la guerra mantiene una oferta ajustada hasta 2027
MercadosResumen

Los precios del petróleo se mantienen elevados mientras la guerra mantiene una oferta ajustada hasta 2027

Durante los primeros tres meses aproximadamente de la guerra de Estados Unidos e Israel contra Irán, el sentimiento dominante en los mercados petroleros era que el conflicto terminaría en cualquier momento. El breve alto el fuego de junio reforzó ese optimismo, por lo que tomó más tiempo afrontar la realidad: la guerra no terminaría pronto. Incluso podría extenderse hasta el próximo año, lo que significa precios más altos durante más tiempo. El contrato de futuros de crudo ICE Brent para enero de 2027 cotiza a 102,59 dólares por barril. El contrato de junio de 2027 es ligeramente inferior, a 9

Helena Marsh

La nueva normalidad del petróleo son precios más altos
MercadosResumen

La nueva normalidad del petróleo son precios más altos

Los precios del petróleo retrocedieron el martes, revirtiendo las ganancias recientes mientras los inversores sopesaban las señales de recuperación de las exportaciones por parte de los productores de Oriente Medio frente a la incertidumbre que rodea el destino de la guerra en Irán. El crudo Brent para entrega en noviembre cayó un 1,5% para cotizar a 103,72 dólares por barril a la 1:10 pm ET, mientras que el crudo WTI para entrega en octubre descendió un 2,2% para negociarse a 90,62 dólares por barril. Las exportaciones de crudo de la región aumentaron a 15,5 millones de barriles por día en se

Helena Marsh

How long can the million-dollar VLCC market last?

How long can the million-dollar VLCC market last?

The VLCC market has reached levels that would have sounded absurd only months ago. Middle East-China earnings have pushed beyond $1m a day, Atlantic routes have surged into the hundreds of thousands and secondhand values have exploded to the point where rust-stained 15-year-old VLCCs are changing hands for more than newbuilds. The argument now dividing …

Helena Marsh

VINTAGETONNAGECAPTURESTRADE FLOW INSIGHT

Vintage Tonnage Captures the Freight Premium

The defining feature of the current asset market is not limited to five-year-old tonnage trading above newbuilding prices. Repricing spans the entire age curve and intensifies with vessel age. VLCC values are up 30% year-over-year at five years, 42% at ten years, 61% at fifteen years, and 90% at twenty years. The Suezmax curve shows ...

Helena Marsh

Iran Dismisses Trump Claim of Kharg Attack as Hostilities Return

Iran Dismisses Trump Claim of Kharg Attack as Hostilities Return

Iran on Monday dismissed as “laughable” a Truth Social AI-generated post by U.S. President Donald Trump that the key Iranian oil export hub of Kharg Island is “being blown to smithereens”, as tensions in the Middle East boiled up again with U.S. attacks and Iranian claims of retaliatory strikes. President Trump late on Sunday posted an AI-generated video on his Truth Social platform, with the caption “Kharg Island being blown to smithereens!!! President DJT”. In response to the post, Iran on Monday said, via…

Helena Marsh

TAIWANONLYLEVERAGETRADE FLOW INSIGHT

Is Taiwan The Only Leverage The U.S. Has In Getting China To Toe The Line In Ira

There is always a winner in any major global oil crisis. In 1973/74, it was Saudi Arabia and its OPEC brothers who shifted the balance of power in the market away from the previous arrangement dominated by the West’s ‘Seven Sisters’ to the oil producers of the Middle East. After the 2014-2016 Oil Price War, it was the U.S. whose earlier nascent shale oil sector resisted the threat to its very existence from Saudi Arabia and OPEC, reorganising into a meaner, leaner, lower-cost oil production machine. The U.S. was the winner again…

Helena Marsh

War and weather continue to limit intra-Asia capacity and keep rates high

War and weather continue to limit intra-Asia capacity and keep rates high

The intra-Asia container freight market strengthened for a third consecutive week as unrest in the Middle East and typhoon-related disruption across China tightened capacity and pushed rates higher on most major trades. Drewry’s Intra-Asia Container Index (IACI), a benchmark widely monitored by procurement teams, rose 6% week on week on 20 August, to $1,091 per 40ft, and the consultant expects prices to continue increasing in the coming weeks, supported by persistent ... The post War and weather continue to limit intra-Asia capacity and keep rates high appeared first on The Loadstar .

Editorial Desk

QUIETHORMUZCRUDETRADE FLOW INSIGHT

‘Quiet’ Hormuz crude flow, lack of products have split oil market: TotalEnergies CEO

Crude oil is “very quietly” moving through the Strait of Hormuz at a premium of about $10/b, but products are not, leading to a “very strange” market dynamic with bearish crude and bullish fuel, TotalEnergies CEO Patrick Pouyanne said Aug. 24, while restating the company’s commitment to the Middle East. Speaking at the ONS oil ...

Helena Marsh

Hormuz Crisis Boosts Appeal of $42-Billion Tanzania LNG

Hormuz Crisis Boosts Appeal of $42-Billion Tanzania LNG

Equinor sees a multi-billion LNG export project in Tanzania becoming more attractive for development amid the Middle East conflict that has crippled liquefied natural gas supply through the Strait of Hormuz, a senior executive at the Norwegian energy major said on Tuesday. However, Equinor and its co-operator of the project, Shell, have been locked in difficult negotiations with the government and authorities in Tanzania for years and the provisional Tanzania LNG project has not advanced much this decade. “You don't want to wait too long…

Editorial Desk

U.S. Refiners Face New Crude Squeeze as Canada Cuts Oil Sands Output

U.S. Refiners Face New Crude Squeeze as Canada Cuts Oil Sands Output

U.S. refineries have been running at full speed for months to make up for lost fuel supply from the Middle East. Fuel exports from the United States have been breaking records. This may be about to change, and not because of the war. It is oil sands maintenance season in Canada. In September, Canadian crude oil production may drop by 300,000 barrels daily due to maintenance activities in the oil sands, Rystad Energy said this week, as quoted by Bloomberg. Usually, whenever such a seasonal disruption occurs, it gets offset with crude from storage.…

Editorial Desk

LNG Bunker Snapshot: Singapore LNG bunker price surges amid Middle East supply concerns

LNG Bunker Snapshot: Singapore LNG bunker price surges amid Middle East supply concerns

Rotterdam Rotterdam’s LNG bunker price has jumped by $70/mt, mirroring gains in the front-month Dutch TTF natural gas contract. Over the past week, TTF has climbed by around 6% to $22.41/MMBtu ($1,165/mt). The latest rally in TTF prices has been driven by the escalating US-Iran tensions and growing concerns over energy shipments through the Strait ...

Editorial Desk

LNG Shipping: Pacific LNG Trade on the Rise

LNG Shipping: Pacific LNG Trade on the Rise

The LNG shipping market is witnessing the emergence of Mexico’s LNG export corridor, underlying the growing influence of the Pacific LNG trade. In its latest weekly report, shipbroker Intermodal said that “amid broader uncertainty in the LNG market, the outlook is being shaped by disruptions to Middle Eastern flows, an uncertain Qatari recovery, and Europe’s ...

Editorial Desk

McDermott clinches over $1 billion EPCI job for ADNOC’s $6.2B giant gas project

McDermott clinches over $1 billion EPCI job for ADNOC’s $6.2B giant gas project

U.S. offshore engineering and construction player McDermott has won an engineering, procurement, construction and installation (EPCI) assignment for a gas development project off the coast of the United Arab Emirates (UAE), enabling it to deliver one of the Middle East’s heaviest offshore topsides. The post McDermott clinches over $1 billion EPCI job for ADNOC’s $6.2B giant gas project appeared first on Offshore Energy .

Editorial Desk