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Iranian Oil Starts Flowing to Tajikistan Despite U.S. Sanctions Risk
Oil & Fuel OilIndustry news

Iranian Oil Starts Flowing to Tajikistan Despite U.S. Sanctions Risk

Tajikistan announced that it is now receiving oil and petroleum products from Iran, opening a potential new energy source for a country whose fuel supplies have long been dominated by Russia. The deliveries began in late August, Tajikistan's Energy and Water Resources Ministry told the Asia-Plus news agency, following talks between the two countries on expanding cooperation in the oil and gas sector. The ministry has not disclosed the volume of the shipments, their commercial terms, or how the oil and petroleum products were transported to Tajikistan.…

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

Iran Dismisses Trump Claim of Kharg Attack as Hostilities Return
Oil & Fuel OilIndustry news

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

Hormuz compliance clash traps owners between Tehran and Washington
Shipping & LogisticsIndustry news

Hormuz compliance clash traps owners between Tehran and Washington

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 …

Editorial Desk

Bunker companies targeted in new US sanctions campaign against Iran
Oil & Fuel OilIndustry news

Bunker companies targeted in new US sanctions campaign against Iran

Membership Required: Standard Free You need to be a Standard member to access this content. Our standard membership includes: Free access to all ship.energy news stories on the website Free access to all ship.energy podcasts The ship.energy daily news report, delivered to your inbox A listing of global industry events, moves, seminars, workshops and conferences Daily bunker prices from 6 key ports A premium membership (£295 per year) is also available which includes access to Bunkerspot magazine, the Bunkerspot news archive (10 years), exclusive ship.energy Industry insights, and delegate disc

Editorial Desk

Can Trump Isolate Iran Without Triggering a Clash With China?
Oil & Fuel OilIndustry news

Can Trump Isolate Iran Without Triggering a Clash With China?

US sanctions experts say the Trump administration's new campaign to economically isolate Iran could be an effective escalation -- but only if Washington backs its threats with action. US Treasury Secretary Scott Bessent unveiled what he called “Operation Economic Outcast” on August 24, describing it as an unprecedented effort to force Iran's trading partners to choose between maintaining commercial ties with Tehran and access to the US financial system. Yet Bessent announced few immediate measures, leaving the central question unresolved:…

Editorial Desk

Benchmark diesel price is now highest since war began
Oil & Fuel OilIndustry news

Benchmark diesel price is now highest since war began

The benchmark diesel price used for most fuel surcharges hit an important milestone this week: it is at its highest level since military action commenced against Iran in early March. The weekly Department of Energy/Energy Information Administration average weekly retail diesel price rose 19.8 cents/gallon to $5.652/g, effective Monday but published Tuesday. The previous high price was $5.643/g set April 6. That price is now up 39.5 cts/g in the last two weeks. window.googletag = window.googletag || {cmd: []}; googletag.cmd.push(function() { googletag.defineSlot('/21776187881/FW-Responsive-Main

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

China Defies U.S. Economic D-Day against Iran
Oil & Fuel OilIndustry news

China Defies U.S. Economic D-Day against Iran

China on Tuesday signaled it would not end its ties and trade relations with Iran following the U.S. sanctions unveiled on Monday that target Chinese and Hong Kong entities for helping Iran do business. On Monday, the U.S. Administration announced a series of new sanctions against individuals and entities linked with Iranian trade and economy, including the shipping and oil industry. However, “Operation Economic Outcast,” launched by Treasury Secretary Scott Bessent, stopped short of sanctioning any Chinese banks. The oil trade remains…

Editorial Desk

LNG Bunker Snapshot: Singapore LNG bunker price surges amid Middle East supply concerns
Oil & Fuel OilIndustry news

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

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