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Independent analysis of energy & macroeconomics across the Caspian region. By https://t.co/VCEbpxNbTZ

Caspian Energy Intelligence @khazarenergy ·

16 Mar

Despite disruptions in Hormuz, Iran’s oil exports continues
• Iran oil exports: >1.5 mb/d in March
• 2M barrels loaded from Jask (first since Oct 2024)
• China imports rising: 1.17 → 1.25 mb/d
Hormuz disruptions removed ~10 mb/d of from global supply
https://khazarenergy.org/iran-shields-its-oil-exports-as-hormuz-flows-falter/

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Caspian Energy Intelligence @khazarenergy ·

16 Mar

Oil loading at UAE's Fujairah port was halted following Iranian drone attacks.
Fujairah is the UAE's only oil export route that bypasses the Strait of Hormuz — demonstrating Iran's disruption of the oil market is not limited to Hormuz alone, but targets all routes. 🚨#Fujairah

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Caspian Energy Intelligence @khazarenergy ·

10 Mar

Iran resumed oil exports from the Jask terminal, loading ~2mn barrels on March 7—the first shipment since 2024 and only the 5th loading in 5 years.
Meanwhile, ~50% of tankers >10,000 dwt transiting Strait of Hormuz (Mar 1–8) were linked to the shadow fleet. (kpler-Lloyd's List)

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Caspian Energy Intelligence @khazarenergy ·

3 Mar

📊 Iran’s oil weapon rattled markets: Brent +8%, gas +45%
But the data says it won’t win the war. Indeed, Iran hurts itself more.
Full analysis 👇 https://khazarenergy.org/irans-oil-weapon-may-rattle-markets-but-not-alter-the-war/
#OilMarkets #StraitOfHormuz #EnergyGeopolitics

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