În ciuda războiului din Iran și a crizei din Hormuz, producția de produse chimice cu costuri reduse din Orientul Mijlociu este setată să își păstreze avantajul pe termen lung față de alte regiuni. Schimbări pe termen scurt în aprovizionarea cu polimeri au loc din cauza constrângerilor actuale ale bazei industriale din Golful Persic, ceea ce aduce beneficii companiilor chimice din S.U.A. Dar, pe termen lung, Orientul Mijlociu va reține probabil baza sa de cumpărători, deoarece încă deține cele două pârghii pentru a fi competitiv pe piața globală — o bază de producție extinsă și, mai presus de t
The transits are a lifeline to gulf energy producers and a boon to shipowners and commodity traders who stand to reap billions of dollars from the trade.
Iranian oil is disappearing from the market just as its biggest buyer returns for more. China’s recovering crude demand is colliding with the loss of a supplier that sustained its independent refiners through the crisis, forcing them to compete for increasingly expensive alternatives. The consequences reach beyond China: every replacement barrel tightens supplies for other buyers, while Tehran faces a growing incentive to disrupt the Strait of Hormuz, which is now carrying an unexpectedly strong 13 million barrels a day (just 5 million below…
Bloomberg raportează că deficitul de kerosen cauzat de războiul din Iran se extinde din Asia în Europa, pe fondul blocării strâmtorii Hormuz, provocând prețuri record și anulări de zboruri. Alkagesta, furnizor citat de Bloomberg pentru conducta CEPS a NATO din Europa, este expusă la aceeași restrângere a livrărilor.
For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shortage, and traders have gone bullish. They are especially bullish on fuels in the United States, it seems. The world’s biggest crude oil consumer and the biggest exporter of crude and fuels has not managed to avoid a supply squeeze at…
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 ...
Shipowners trading through the Strait of Hormuz have been placed in a fresh compliance bind after Iran blacklisted 45 ships and threatened fines, detention and cargo confiscation, while Washington warned that complying with Tehran’s transit regime could trigger US sanctions. Iran’s newly established Persian Gulf Strait Authority (PGSA) published the “non-compliant vessels” list over the …
Just two tankers transited the key energy chokepoint of the Strait of Hormuz on Monday, for the lowest daily tally of commodity vessels since early May, with both entering the Gulf, shipping data showed.
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…
President Donald Trump declared Tuesday that the U.S. Navy has cleared all mines from international waters in the Strait of Hormuz, even as the multinational maritime security center overseeing threats...
Iran and Oman have unveiled a framework for restoring safe navigation through the Strait of Hormuz, including a temporary shipping corridor, joint mine-clearing operations and further talks over the future...
The Iranian crude that reached Asia is being taken. The crude that has not reached it is standing at the strait and behind it, and there is nearly twice as much of that. AXSMarine · Data to 15 August 2026 · All volumes million barrels Iranian crude sitting in Asian waters peaked at 44.4 million ...
Iran has published a list of 46 vessels it says violated its arrangements for transiting the Strait of Hormuz, warning that the ships could face fines, detention, seizure or confiscation...
🚢 Oil is up 100% in 2026 but this tiny tanker ETF, called BWET, has surged a staggering 863% ⚓ BWET tracks crude oil shipping rates, which have exploded as the US-Iran war disrupts the Strait of Hormuz Hormaz Fatakia digs in deeper #BWET #TankerETF # LinkedIn
