Логистика, транспорт и Транскаспийский маршрут из 44 международных источников. Каждую статью читает ИИ: переводит на русский и оценивает влияние на Средний коридор по шкале от 0 до 10.
November WTI crude oil futures spent the week trading a possible reopening of the Strait of Hormuz against the risk that shipping conditions have not normalized. The contract fell to $88.67 Tuesday after reports that Iran could reopen the Strait within seven days, then recovered to $96.78 Thursday as the diplomatic st…
Saudi Aramco has restarted its East-West pipeline (Petroline) less than two weeks after attacks knocked out the 7 million bpd system, restoring at least some of the route that has carried the bulk of Saudi crude around the Strait of Hormuz since the war began. Pumping has resumed at reduced rates, with Aramco reported…
Only nine commodity carriers passed through the Strait of Hormuz on Thursday, eight of them exiting the waterway, Reuters reported in its now regular update on tanker numbers in the strait. The Thursday total is a further decline on already depressed numbers that have now gone from double to single digits, with the 10…
Capacity for ship-to-ship transfers of crude oil off the coast of Oman has reached its limits after Saudi Arabia diverted its flows from the port of Yanbu amid Houthi attacks, Reuters has reported, citing unnamed trading sources and analysts. The report said Saudi Arabia has sold some 60 million barrels of crude, to b…
Oil is increasingly getting more expensive before it even reaches a refinery. Freight now accounts for roughly a fifth of the cost of a crude cargo, turning the tanker market into a major driver of the price buyers pay. At the center of the squeeze is the very large crude carrier, or VLCC, the supertanker that can mov…
Saudi Arabia’s workaround for the Strait of Hormuz now carries a war-risk insurance bill nearly as expensive as sending tankers through Hormuz itself. Quoted premiums for Saudi-linked tankers calling at the Red Sea port of Yanbu have tripled to around 3% of a vessel’s value from less than 1% in early July, according t…
Russia has begun commercial crude exports from Rosneft’s Vostok Oil project, putting barrels on the water from its new Arctic terminal after years of sanctions, investor exits, and construction delays. Three ice-class tankers loaded about 250,000 metric tons of crude from the Bukhta Sever terminal on the Taimyr Penins…
Saudi Arabia has sold almost 100 million barrels of crude to Asian buyers via the Strait of Hormuz since the middle of last week, when it pivoted to the chokepoint it wanted to avoid with the East-West pipeline to the Red Sea. With the pipeline out of service, the Kingdom has sold 100 million barrels of crude, which i…
The U.S. government is ready to support Argentina’s key LNG project by lending up to $6 billion to the project led by Argentina’s energy group YPF in partnership with Italy’s Eni and Emirati energy firm XRG. As part of a newly launched Andes-Atlantic Corridor, a joint U.S-Argentinian initiative to strengthen and moder…
Crude oil prices took a dip today amid reports that there was willingness for peace in the Middle East on both sides of the conflict. The dip partially offset gains made earlier in the week, keeping oil benchmarks elevated. At the time of writing, Brent crude was trading at $102.20 per barrel, and West Texas Intermedi…
Ship-to-ship transfers and pipelines bypassing the Strait of Hormuz, where available, have become the primary export route for most Middle Eastern oil. Oil producers in the region have demonstrated what some see as remarkable adaptability to the new circumstances. In fact, it is a matter of survival. And it comes at a…
Uzbekistan is intent on establishing logistics lily pads on the shores of the Caspian and Black Seas to advance Tashkent’s Middle Corridor trade agenda. A statement published by President Shavkat Mirziyoyev’s office on September 21 revealed that Uzbek and Georgian officials have already signed an agreement to establis…
Only three commodity vessels moved through the Strait of Hormuz in the past day, preliminary tanker-tracking data by Kpler showed on Wednesday, as the oil market weighs the potential resumption of U.S.-Iran talks against continued disruptions in the Middle East. The three commodity vessels, which included one Panamax …
Saudi pipeline flows resume, but soaring freight and diesel prices signal persistent oil market tightness. Oil Freight Costs Explode as Gulf Risk Traps the VLCC Fleet - The ultimate showdown of the US-Iran conflict seems to be unfolding in the freight market as costs of VLCC tankers continue to push higher into unchar…
Saudi Arabia has restarted its East-West oil pipeline, restoring at least some flow through the 4-million-barrel-per-day route that had become the kingdom’s main escape hatch around the Strait of Hormuz. The pipeline is running at a low rate for now, according to Reuters sources, with Aramco working to return flows to…
Crude oil production at Libya’s largest oilfield, Sharara, has slumped over the past day after an armed military group closed a valve on the pipeline that carries crude oil from the field to the Zawiya port for exports, in yet another global supply scare amid ongoing disruptions in the Middle East. An armed group has …
A conflict that has simmered in Yemen for years has flared in recent weeks, with consequences that could reach far beyond the Middle East. The Houthi rebels have seized nearly all of Yemen’s Red Sea coastline, giving the Iran-aligned militant group control of the Bab al-Mandab Strait, a key chokepoint for global trade…
Despite the recent decline in crude oil prices due to lower-than-feared disruption of Saudi exports, supply-side risks remain elevated, and not only in the Middle East, analysts at ING Bank also said on Tuesday. Oil prices dropped on Friday and Monday, with Brent Crude falling to $100 per barrel from $108 a barrel hit…
Saudi Aramco officials have informally told at least three Asian refiners that they would soon be able to pick up crude oil cargoes at the Yanbu port on the Red Sea, anonymous traders with knowledge of the matter told Bloomberg on Tuesday. Saudi Arabia has halted loadings at the Yanbu port, its key export terminal tha…
Satellite images gathered by Bloomberg show supertankers with capacity for 14 million barrels at Saudi Arabia's Gulf export terminals over the weekend, the highest tanker count observed since at least June, according to data compiled from the European Union's Sentinel-2 satellite. Overall Hormuz traffic kept falling o…
One of the world’s biggest oil traders, Trafigura, is spinning off its supertanker business in a new company. Trafigura on Monday said it had established a new, dedicated group company, Volare Shipping Ltd, to own, operate, and scale a modern fleet of oil tankers. The fleet will be commercially managed by Trafigura’s …
Commodity vessels traversing the Strait of Hormuz declined further, with just a dozen commodity vessels in total making the passage this weekend, Reuters has reported. This compares to 35 tankers and other commodity carriers passing the chokepoint a week earlier. The data includes only tankers that move with their tra…
Global maritime and energy markets are currently showing two significant developments. Both indicate they should not be treated as separate market stories, but as an intertwined sector. Abu Dhabi’s ADNOC investment arm, XRG, is reportedly considering acquiring up to 50% of Energos Infrastructure, a floating-LNG compan…
The artificial intelligence energy crisis is catalyzing the development pipeline for space-based solar energy. As the world rushes to build up more energy production capacity in a scramble to keep up with skyrocketing demand from data center hyperscalers, the public and private sectors alike are increasingly adopting …
The Middle East crisis has reverberated through key global shipping chokepoints thousands of miles away from the Strait of Hormuz. Following the crippled tanker traffic through the Middle East’s main oil and LNG export outlet, the Panama Canal and the Suez Canal have seen an increase in energy commodity cargo traffic …
Kazakhstan intends to increase natural gas imports from Russia. The purchase price may be low, but the overall cost could turn out to be steep because of pending new US sanctions on Russia. Under a supplementary agreement signed with the Russian energy giant Gazprom, Kazakhstan has agreed to purchase about 11 billion …
Saudi Aramco has told European term customers they will receive no Saudi crude in October, even as the kingdom pushes roughly 60 million barrels back through the Persian Gulf after damage to its East-West pipeline. At least two European refiners were told their October allocations are zero, Bloomberg reported Friday. …
Saudi Aramco shifts crude exports to the Persian Gulf, easing supply fears and pushing Brent below $105. Friday, September 18, 2026 Last week’s market panic about the 7 million b/d East-West pipeline remaining offline for weeks gave way to a slightly more nuanced outlook this week, with Saudi Aramco re-orienting all i…
At least two LNG carriers have transited the Strait of Hormuz so far this week, while two others were detected to have engaged in ship-to-ship transfers outside the Strait offshore Oman, tanker-tracking and satellite data compiled by Bloomberg showed on Friday. The uptick in LNG cargoes managing to exit the Strait of …
Japanese refiners have procured enough crude oil to last them through November, the head of the Petroleum Association of Japan (PAJ) said on Friday, amid yet another twist in supply availability from the Middle East. The temporary shutdown of the East-West oil pipeline in Saudi Arabia following attacks last week added…