Попри війну з Іраном та кризу в Ормузькій протоці, низька собівартість виробництва хімікатів на Близькому Сході дозволить регіону зберегти свою довгострокову перевагу над іншими регіонами. Короткострокові зміни в джерелах постачання полімерів відбуваються через нинішні обмеження промислової бази Перської затоки, що йде на користь хімічним компаніям США. Проте в довгостроковій перспективі Близький Схід, ймовірно, збереже свою базу покупців, оскільки все ще володіє двома важелями конкурентоспроможності на світовому ринку — розгалуженою виробничою базою і, перш за все, низькими витратами...
Протягом перших трьох місяців війни США та Ізраїлю з Іраном панівний настрій на нафтових ринках полягав у тому, що конфлікт закінчиться з дня на день. Коротке червневе припинення вогню підсилило цей оптимізм, тому знадобилося більше часу, щоб поглянути фактам в очі: війна не закінчиться з дня на день. Вона може тривати навіть до наступного року — а це означає вищі ціни протягом довшого періоду. Ф’ючерсний контракт на нафту марки ICE Brent на січень 2027 року торгується на рівні 102,59 доларів за барель. Червневий контракт 2027 року лише трохи нижчий — 92,71 долара за барель, а грудневий…
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.…
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…
У вівторок ціни на нафту відкотилися назад, нівелювавши нещодавні здобутки, оскільки інвестори оцінювали ознаки відновлення експорту виробниками Близького Сходу на тлі невизначеності щодо долі війни в Ірані. Нафта марки Brent з постачанням у листопаді впала на 1,5% до $103,72 за барель станом на 13:10 за східним часом, тоді як нафта марки WTI з постачанням у жовтні знизилася на 2,2%, торгуючись на рівні $90,62 за барель. Експорт сирої нафти з регіону зріс до 15,5 мільйонів барелів на добу у вересні, що становить понад 80% від довоєнного рівня і є найвищим показником з моменту початку конфлікту
Bloomberg повідомляє, що дефіцит авіапального через війну з Іраном поширюється з Азії на Європу, оскільки Ормузька протока залишається заблокованою, що призводить до рекордних цін і скасування рейсів. Alkagesta, постачальник для європейської системи трубопроводів НАТО CEPS, згаданий Bloomberg, стикається з аналогічним скороченням поставок.
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…
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…
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.
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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:…
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
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…
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…
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...
Turkey, a key US ally and Iran’s third-largest trading partner, is at risk of losing a key energy supplier if Washington makes good on a threat to economically isolate Tehran.
Iran pledged to fight back against expanded U.S. sanctions aimed at isolating its economy, expressing confidence that major trading partners would resist the pressure campaign and saying that Washington was keen to revive talks.
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 ...
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 ...
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, ...
Treasury Secretary Scott Bessent threatened economic punishment against any country doing business with Iran as part of what he called an “economic D-Day” campaign to isolate the country and end nearly six months of war.
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...
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:
🚢 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
