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Brent Back Above $100 as Houthis Hit Saudi Infrastructure
Oil & Fuel OilIndustry news

Brent Back Above $100 as Houthis Hit Saudi Infrastructure

Crude oil prices, which dipped on Tuesday, reversed their direction, with Brent ticking above $100 again earlier today following reports of fresh Houthi attacks on Saudi energy infrastructure. At the time of writing, Brent crude was trading at $101.49 per barrel and West Texas Intermediate was changing hands for $90.14 per barrel, despite a statement from Saudi Arabia’s energy minister, Prince Abdulaziz bin Salman, who said Tuesday the kingdom’s oil flows via the Rast-West pipeline had rebounded to 5.8 million barrels daily. The statement…

Helena Marsh

Iran’s Disappearing Oil Is Becoming Everyone’s Problem
Oil & Fuel OilIndustry news

Iran’s Disappearing Oil Is Becoming Everyone’s Problem

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…

Helena Marsh

Oil's New Normal Is Higher Prices
MarketsIndustry news

Oil's New Normal Is Higher Prices

Oil prices pulled back on Tuesday, reversing recent gains as investors weighed signs of export recovery by Middle Eastern producers against uncertainty surrounding the fate of the Iran war. Brent crude for November delivery fell 1.5% to trade at $103.72 per barrel at 1.10 pm ET, while WTI crude for October delivery declined 2.2% to change hands at $90.62/bbl. Crude exports from the region climbed to 15.5 million barrels per day in September, good for more than 80% of prewar levels and the highest level since the conflict began seven months ago.…

Helena Marsh

Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens
Oil & Fuel OilIndustry news

Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

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…

Helena Marsh

Washington’s Venezuela Oil Deal Is About Much More Than Crude
Oil & Fuel OilIndustry news

Washington’s Venezuela Oil Deal Is About Much More Than Crude

Washington’s takeover of more than a fifth of Venezuela’s oil reserves in a deal officially signed by U.S. Energy Secretary Chris Wright on 2 September was as unexpected as it was dramatic, with President Donald Trump’s comment a few days earlier that it is “the biggest oil deal in world history” looking justified from several perspectives. From a pure volume standpoint, the deal covers 65 billion barrels of proven crude oil reserves (out of Venezuela’s total 303 billion barrels) across 17 fields. To put that…

Helena Marsh

Sea Pioneer emerges behind SK Oceanplant aframax haul
Shipping & LogisticsIndustry news

Sea Pioneer emerges behind SK Oceanplant aframax haul

Greek owner Sea Pioneer Shipping has emerged as the company behind SK Oceanplant’s recently announced series of six firm plus two optional aframax tankers. Market sources have identified the Vasilis Bacolitsas-led owner as the previously unnamed Greek customer behind six 115,000 dwt crude carriers at the South Korean yard, with two further options attached. SK …

Helena Marsh

High Oil Prices Speed Up China’s Shift Away From Crude
Oil & Fuel OilIndustry news

High Oil Prices Speed Up China’s Shift Away From Crude

China’s oil consumption fell 9% year over year in the second quarter as expensive crude accelerated the use of electric cars, trucks, rail and industrial equipment. The decline helped cut China’s carbon dioxide emissions by 1% during the quarter, according to an analysis by the Centre for Research on Energy and Clean Air. It was the first quarterly emissions decline in China driven primarily by lower oil consumption. Power-sector emissions rose 3% during the same period as coal-fired generation increased. Electric vehicles displaced…

Helena Marsh

QUIETHORMUZCRUDETRADE FLOW INSIGHT
Oil & Fuel OilIndustry news

‘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

Houthi strike hits Saudi VLCC off Yanbu
Shipping & LogisticsIndustry news

Houthi strike hits Saudi VLCC off Yanbu

A Saudi-owned VLCC has been struck off Yanbu in the northern Red Sea, extending the Houthi campaign against Saudi shipping to one of the kingdom’s most important alternative crude export routes. The 320,926 dwt Amzan was hit around 63 nautical miles west of Yanbu on August 24. UK Maritime Trade Operations said an unknown projectile …

Editorial Desk

Asian Refiners Scoop Up US Crude
Oil & Fuel OilIndustry news

Asian Refiners Scoop Up US Crude

Asian refiners are on course to nearly double their purchases of U.S. crude for September from a month earlier, a move that stands to squeeze domestic fuel makers at a time when Americans are already facing record high pump prices.

Editorial Desk

Oil Prices Fall as Iran Negotiation Hopes Return
Oil & Fuel OilIndustry news

Oil Prices Fall as Iran Negotiation Hopes Return

U.S. sanctions pressure on Iran intensifies, but Pakistani mediation hopes push Brent back to $89. US Blockade Leaves Iran’s Oil Trade on Borrowed Time - The announcement of the Trump administration’s ‘Economic D-Day’ sanctions on Iran coincides with an overall slump in Tehran’s crude exports, choked off by the US Navy’s maritime blockade in the Gulf of Oman. - Iran’s August crude exports have so far been minimal compared to the 2025 average of 1.7 million b/d, averaging only slightly around 0.3 million…

Editorial Desk

Satellite Images Show Seven Tankers Loading Iraqi Crude at Once
Shipping & LogisticsIndustry news

Satellite Images Show Seven Tankers Loading Iraqi Crude at Once

Seven crude carriers were moored at Iraq’s Persian Gulf export facilities on August 24—a sharp increase from recent weeks. The carriers had a combined carrying capacity of roughly 13 million barrels, according to satellite imagery analyzed by Bloomberg. TankerTrackers.com separately said it counted and identified 13 million barrels loading Monday at Iraq’s Al Basrah Oil Terminal. That is a dramatic departure from the past several weeks, when satellite passes typically showed just one or two tankers at Iraq’s offshore export…

Editorial Desk

U.S. Refiners Face New Crude Squeeze as Canada Cuts Oil Sands Output
Oil & Fuel OilIndustry news

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

In-Depth Suezmax Study Makes Capex Case For T-Boss® Sterntubeless Shaftline System
Shipping & LogisticsIndustry news

In-Depth Suezmax Study Makes Capex Case For T-Boss® Sterntubeless Shaftline System

An in-depth evaluation study based on reference data from a Suezmax crude oil tanker has demonstrated the benefits of using Thordon Bearings’ innovative T-BOSS® shaftline solution instead of a conventional oil lubricated sterntube system. The comprehensive study assessed the CAPEX for a sterntubeless T-BOSS® (Thordon – Blue Ocean Stern Space) system installed on a 274m ...

Editorial Desk

Iran’s bottleneck is Hormuz, not the buyer
Shipping & LogisticsIndustry news

Iran’s bottleneck is Hormuz, not the buyer

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 ...

Editorial Desk

Iran’s blockade trilemma: endure, escalate or negotiate
Shipping & LogisticsIndustry news

Iran’s blockade trilemma: endure, escalate or negotiate

Key takeaways • The renewed US blockade is making the status quo progressively more expensive for Tehran. Pressure now extends from crude and petrochemical export revenues to production shut-ins, imports, aviation, gasoline balances, and ultimately government subsidies. Politically, the status quo also increasingly becomes hard to manage. • Tehran is confronted with a trilemma: endure, ...

Editorial Desk

Diesel still ripping higher than the rest of the barrel; here’s why
Oil & Fuel OilIndustry news

Diesel still ripping higher than the rest of the barrel; here’s why

Beyond looking out the windshield and seeing retail diesel prices that once again are rising, here are some key comparisons that a consumer dealing with those higher numbers should know. On February 27, the last day before military action began between Iran on one side and the U.S. and Israel on the other, the price of international crude benchmark Brent settled at $72.48/barrel on the CME commodity exchange. On the same day, ultra low sulfur diesel (ULSD) settled at $2.596/gallon. On Wednesday, Brent settled at $91.62/b. ULSD settled at $4.4523/g. window.googletag = window.googletag || {cmd:

Editorial Desk

OIL100TINYTRADE FLOW INSIGHT
Shipping & LogisticsIndustry news

🚢 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 #

🚢 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

Editorial Desk