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Hormuz traffic sees a sharp d/d uptick Confirmed Strait of Hormuz crossings rose to 70 on 24 June, up 105% day on day, as demining efforts advanced and operators increasingly used the Omani route. Commercial traffic accounted for most activity, with 53 transits, while low-risk vessels dominated the day’s profile. The US-Iran MoU framework and apparent lifting of the US blockade appear to have supported a short-term confidence boost, although IRGC warnings against use of the Omani route could create a new source of contention. IMO-route use picked up slightly, but continued Dark routing, incomplete demining and unresolved issues over inspections, sanctions and future Strait governance mean the rebound is not yet a confirmed return to pre-crisis conditions. Stay ahead of the market with #Kpler Insight:

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Hormuz traffic shows recovery Verified Strait of Hormuz crossings reached 25 on 18 June, marking a notable increase in daily maritime activity. Traffic was evenly distributed across both directions, with most vessels following established Iranian route patterns. Five sanctioned vessels were recorded among the crossings, while no additional physical attacks have been confirmed since 10 May. The latest figures coincide with discussions surrounding the implementation phase of the US-Iran 60 day memorandum framework, which aims to preserve the ceasefire, support navigation through the Strait and facilitate broader negotiations. While this d/d uptick points to improving operating conditions, unresolved implementation details and continued dark crossings indicate a continued elevated degree of caution with ship operators. Stay ahead of the market with #Kpler Insight:

Hormuz traffic shows recovery Verified Strait of Hormuz crossings reached 25 on 18 June, marking a notable increase in daily maritime activity. Traffic was evenly distributed across both directions, with most vessels following established Iranian route patterns. Five sanctioned vessels were recorded among the crossings, while no additional physical attacks have been confirmed since 10 May. The latest figures coincide with discussions surrounding the implementation phase of the US-Iran 60 day memorandum framework, which aims to preserve the ceasefire, support navigation through the Strait and facilitate broader negotiations. While this d/d uptick points to improving operating conditions, unresolved implementation details and continued dark crossings indicate a continued elevated degree of caution with ship operators. Stay ahead of the market with #Kpler Insight:

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Verified crossings still at historic lows As of 17 June, Kpler observed six verified crossings across the monitored zone. Traffic was weighted east to west, and most vessels followed established Iranian coastal passage routes. One sanctioned vessel, Ostria, was identified transiting east to west in ballast. No additional physical attacks have been confirmed since 10 May, leaving the maritime risk picture broadly unchanged. The latest movements come as US-Iran discussions continue around a proposed 60 day memorandum intended to support maritime security and preserve the current ceasefire framework. While transit activity continues, relatively low crossing volumes indicate that shipping patterns remain cautious rather than fully restored. Stay ahead of the market with #Kpler Insight:

Verified crossings still at historic lows As of 17 June, Kpler observed six verified crossings across the monitored zone. Traffic was weighted east to west, and most vessels followed established Iranian coastal passage routes. One sanctioned vessel, Ostria, was identified transiting east to west in ballast. No additional physical attacks have been confirmed since 10 May, leaving the maritime risk picture broadly unchanged. The latest movements come as US-Iran discussions continue around a proposed 60 day memorandum intended to support maritime security and preserve the current ceasefire framework. While transit activity continues, relatively low crossing volumes indicate that shipping patterns remain cautious rather than fully restored. Stay ahead of the market with #Kpler Insight:

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Maritime activity slows in Gulf Kpler vessel tracking indicates declines in maritime traffic in the Mideast #Gulf since the Israel-Iran conflict began on Friday, June 13. In addition to the risks of conflict escalation, subsequent navigation system interference and disruption have further reduced maritime traffic in the region. Stay ahead of the market with Kpler Insight: #kpler

Maritime activity slows in Gulf Kpler vessel tracking indicates declines in maritime traffic in the Mideast #Gulf since the Israel-Iran conflict began on Friday, June 13. In addition to the risks of conflict escalation, subsequent navigation system interference and disruption have further reduced maritime traffic in the region. Stay ahead of the market with Kpler Insight: #kpler

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Hormuz traffic sees a sharp d/d uptick Confirmed Strait of Hormuz crossings rose to 70 on 24 June, up 105% day on day, as demining efforts advanced and operators increasingly used the Omani route. Commercial traffic accounted for most activity, with 53 transits, while low-risk vessels dominated the day’s profile. The US-Iran MoU framework and apparent lifting of the US blockade appear to have supported a short-term confidence boost, although IRGC warnings against use of the Omani route could create a new source of contention. IMO-route use picked up slightly, but continued Dark routing, incomplete demining and unresolved issues over inspections, sanctions and future Strait governance mean the rebound is not yet a confirmed return to pre-crisis conditions. Stay ahead of the market with #Kpler Insight:

188,126 просмотров • 3 дней назад

Hormuz traffic shows recovery Verified Strait of Hormuz crossings reached 25 on 18 June, marking a notable increase in daily maritime activity. Traffic was evenly distributed across both directions, with most vessels following established Iranian route patterns. Five sanctioned vessels were recorded among the crossings, while no additional physical attacks have been confirmed since 10 May. The latest figures coincide with discussions surrounding the implementation phase of the US-Iran 60 day memorandum framework, which aims to preserve the ceasefire, support navigation through the Strait and facilitate broader negotiations. While this d/d uptick points to improving operating conditions, unresolved implementation details and continued dark crossings indicate a continued elevated degree of caution with ship operators. Stay ahead of the market with #Kpler Insight:

Hormuz traffic shows recovery Verified Strait of Hormuz crossings reached 25 on 18 June, marking a notable increase in daily maritime activity. Traffic was evenly distributed across both directions, with most vessels following established Iranian route patterns. Five sanctioned vessels were recorded among the crossings, while no additional physical attacks have been confirmed since 10 May. The latest figures coincide with discussions surrounding the implementation phase of the US-Iran 60 day memorandum framework, which aims to preserve the ceasefire, support navigation through the Strait and facilitate broader negotiations. While this d/d uptick points to improving operating conditions, unresolved implementation details and continued dark crossings indicate a continued elevated degree of caution with ship operators. Stay ahead of the market with #Kpler Insight:

195,738 просмотров • 9 дней назад

Hormuz uptick remains fragile Strait of Hormuz crossings rebounded sharply over 19–21 June, with 71 confirmed transits and a weekend peak of 35 on 20 June, supported by the blockade lift and renewed free-passage signals. Commercial crossings recovered with AIS transponder ons, but volumes remain below pre-crisis norms and caution is still clear: many vessels continue using Iranian and Dark routes while demining remains incomplete. With no new physical attacks since 10 June but diplomacy still fragile, the reopening is delivering a recovery, though likely an uneven one. Stay ahead of the market with #Kpler Insight:

Hormuz uptick remains fragile Strait of Hormuz crossings rebounded sharply over 19–21 June, with 71 confirmed transits and a weekend peak of 35 on 20 June, supported by the blockade lift and renewed free-passage signals. Commercial crossings recovered with AIS transponder ons, but volumes remain below pre-crisis norms and caution is still clear: many vessels continue using Iranian and Dark routes while demining remains incomplete. With no new physical attacks since 10 June but diplomacy still fragile, the reopening is delivering a recovery, though likely an uneven one. Stay ahead of the market with #Kpler Insight:

92,423 просмотров • 6 дней назад

Verified crossings still at historic lows As of 17 June, Kpler observed six verified crossings across the monitored zone. Traffic was weighted east to west, and most vessels followed established Iranian coastal passage routes. One sanctioned vessel, Ostria, was identified transiting east to west in ballast. No additional physical attacks have been confirmed since 10 May, leaving the maritime risk picture broadly unchanged. The latest movements come as US-Iran discussions continue around a proposed 60 day memorandum intended to support maritime security and preserve the current ceasefire framework. While transit activity continues, relatively low crossing volumes indicate that shipping patterns remain cautious rather than fully restored. Stay ahead of the market with #Kpler Insight:

Verified crossings still at historic lows As of 17 June, Kpler observed six verified crossings across the monitored zone. Traffic was weighted east to west, and most vessels followed established Iranian coastal passage routes. One sanctioned vessel, Ostria, was identified transiting east to west in ballast. No additional physical attacks have been confirmed since 10 May, leaving the maritime risk picture broadly unchanged. The latest movements come as US-Iran discussions continue around a proposed 60 day memorandum intended to support maritime security and preserve the current ceasefire framework. While transit activity continues, relatively low crossing volumes indicate that shipping patterns remain cautious rather than fully restored. Stay ahead of the market with #Kpler Insight:

113,618 просмотров • 10 дней назад

No uptick in activity yet The Strait of Hormuz continues to operate below normal commercial levels, despite signals of diplomatic progress. As of 15 June, only five confirmed crossings were recorded, largely consisting of low risk movements, moderate shadow fleet activity and three commercial voyages laden with DPP and steel cargo. While public reports indicate the US and Iran have reached an initial agreement to extend the ceasefire and reopen the waterway, key operational questions remain unresolved, including transit security, navigation fees and safe passage arrangements. With no new vessel attacks reported since 10 June, risk conditions appear more stabilised, but low transit activity suggests market participants are still waiting for clear evidence of safety for a sustained operational normalisation. Stay ahead of the market with #Kpler Insight:

No uptick in activity yet The Strait of Hormuz continues to operate below normal commercial levels, despite signals of diplomatic progress. As of 15 June, only five confirmed crossings were recorded, largely consisting of low risk movements, moderate shadow fleet activity and three commercial voyages laden with DPP and steel cargo. While public reports indicate the US and Iran have reached an initial agreement to extend the ceasefire and reopen the waterway, key operational questions remain unresolved, including transit security, navigation fees and safe passage arrangements. With no new vessel attacks reported since 10 June, risk conditions appear more stabilised, but low transit activity suggests market participants are still waiting for clear evidence of safety for a sustained operational normalisation. Stay ahead of the market with #Kpler Insight:

113,199 просмотров • 11 дней назад

Strait of Hormuz crossings rebound Kpler’s rolling coverage of US-Iran diplomatic developments shows a clear shift in Strait of Hormuz activity across two consecutive weekends. Between 12–14 June, total crossings reached 32. One week later, from 19–21 June, crossings rose to 93 an increase of 61 crossings. The biggest change came on Saturday, with crossings rising from 3 to 42 week-on-week, highlighting a sharp rebound in vessel movement through one of the world’s most critical maritime chokepoints.A temporary OFAC general license has become an important enabler of the traffic recovery, easing some of the immediate compliance uncertainty around approved Hormuz transits until 21 August. Stay ahead of the market with #Kpler Insight:

Strait of Hormuz crossings rebound Kpler’s rolling coverage of US-Iran diplomatic developments shows a clear shift in Strait of Hormuz activity across two consecutive weekends. Between 12–14 June, total crossings reached 32. One week later, from 19–21 June, crossings rose to 93 an increase of 61 crossings. The biggest change came on Saturday, with crossings rising from 3 to 42 week-on-week, highlighting a sharp rebound in vessel movement through one of the world’s most critical maritime chokepoints.A temporary OFAC general license has become an important enabler of the traffic recovery, easing some of the immediate compliance uncertainty around approved Hormuz transits until 21 August. Stay ahead of the market with #Kpler Insight:

41,450 просмотров • 4 дней назад

Hormuz traffic remains constrained Strait of Hormuz transit activity remained constrained over 5 to 7 June, with only eight monitored crossings across commercial and non-commercial traffic. The total was one below the single-day count on 4 June and 14 below the previous weekend, underscoring a break from stronger weekend permissive passage. All crossings used the Iranian Route, while only two sanctioned Iranian-flagged vessels transited, pointing to weak broader commercial participation. A recent attack on an MSC containership has reinforced the fragile operating picture in the area. Against a more volatile diplomatic backdrop, the Strait is likely to remain open only under narrow, tightly managed conditions, and moving further away from stabilising or increasing flows. Stay ahead of the market with #Kpler Insight:

Hormuz traffic remains constrained Strait of Hormuz transit activity remained constrained over 5 to 7 June, with only eight monitored crossings across commercial and non-commercial traffic. The total was one below the single-day count on 4 June and 14 below the previous weekend, underscoring a break from stronger weekend permissive passage. All crossings used the Iranian Route, while only two sanctioned Iranian-flagged vessels transited, pointing to weak broader commercial participation. A recent attack on an MSC containership has reinforced the fragile operating picture in the area. Against a more volatile diplomatic backdrop, the Strait is likely to remain open only under narrow, tightly managed conditions, and moving further away from stabilising or increasing flows. Stay ahead of the market with #Kpler Insight:

83,925 просмотров • 19 дней назад

Hormuz passage remains fragile Transit activity through the Strait of Hormuz showed a modest day on day increase on 11 June, with six crossings recorded across the monitored zone. Traffic remained concentrated in non commercial movements, with commercial activity limited to a ballast oil tanker. Most vessels continued to follow the Iranian route, suggesting passage remains under tightly controlled conditions. At the same time, the security picture deteriorated further following an IMO verified attack on Jalveer and the addition of two earlier incidents to the record. The result is an operating environment that remains highly fragile. Diplomatic signals are equally mixed, with Washington and Tehran offering conflicting assessments of negotiations, leaving uncertainty over both the Strait’s security outlook and the prospects for a lasting agreement. Stay ahead of the market with #Kpler Insight:

Hormuz passage remains fragile Transit activity through the Strait of Hormuz showed a modest day on day increase on 11 June, with six crossings recorded across the monitored zone. Traffic remained concentrated in non commercial movements, with commercial activity limited to a ballast oil tanker. Most vessels continued to follow the Iranian route, suggesting passage remains under tightly controlled conditions. At the same time, the security picture deteriorated further following an IMO verified attack on Jalveer and the addition of two earlier incidents to the record. The result is an operating environment that remains highly fragile. Diplomatic signals are equally mixed, with Washington and Tehran offering conflicting assessments of negotiations, leaving uncertainty over both the Strait’s security outlook and the prospects for a lasting agreement. Stay ahead of the market with #Kpler Insight:

37,639 просмотров • 15 дней назад

Hormuz vessel traffic snapshot Strait of Hormuz activity remains in focus as regional dynamics evolve. Our latest snapshot highlights vessel crossings by commodity including liquids, dry bulk, LNG, and LPG across key transit routes. Note: Crossing data is accurate as of 09:00 UTC, 22 April. Figures may be updated as additional data is backfilled throughout the day. Stay ahead of the market with #Kpler Insight:

Hormuz vessel traffic snapshot Strait of Hormuz activity remains in focus as regional dynamics evolve. Our latest snapshot highlights vessel crossings by commodity including liquids, dry bulk, LNG, and LPG across key transit routes. Note: Crossing data is accurate as of 09:00 UTC, 22 April. Figures may be updated as additional data is backfilled throughout the day. Stay ahead of the market with #Kpler Insight:

112,891 просмотров • 2 месяцев назад

When GPS lies, ships stop moving. GNSS spoofing, the deliberate manipulation of satellite navigation signals, has been confirmed in the Gulf. Ships can’t trust where they are, so many are choosing not to go at all. The result: a sharp drop in vessel traffic through the Strait of Hormuz, a chokepoint that carries ~20% of global oil flows. This isn’t just a navigation problem. When ships hesitate in a corridor this critical, supply chains feel it and so do energy prices. Kpler data doesn’t just show you the headlines. It shows you what’s happening before the headlines catch up.

When GPS lies, ships stop moving. GNSS spoofing, the deliberate manipulation of satellite navigation signals, has been confirmed in the Gulf. Ships can’t trust where they are, so many are choosing not to go at all. The result: a sharp drop in vessel traffic through the Strait of Hormuz, a chokepoint that carries ~20% of global oil flows. This isn’t just a navigation problem. When ships hesitate in a corridor this critical, supply chains feel it and so do energy prices. Kpler data doesn’t just show you the headlines. It shows you what’s happening before the headlines catch up.

182,900 просмотров • 3 месяцев назад

Strait of Hormuz | Vessel Crossings Confirmed Strait of Hormuz transits rose to 10 on 20 May from four the previous day, while the IRGC Navy stated that 26 vessels were underway following coordination and approval procedures with Iranian authorities. Most movements involved commercial west to east traffic, with no new Iranian export loadings observed. Although activity remained broadly low risk, it included two sanctioned vessels and one shadow vessel, while opaque routing patterns picked up d/d. Reports suggest Tehran is preparing a permit based transit framework to present in negotiations, potentially involving vessel vetting, state coordination and safe passage fees. The emerging structure points to a more formalised IRGC managed clearance regime. Mobility is improving incrementally, but access remains conditional, politically controlled and exposed to rapid disruption.

Strait of Hormuz | Vessel Crossings Confirmed Strait of Hormuz transits rose to 10 on 20 May from four the previous day, while the IRGC Navy stated that 26 vessels were underway following coordination and approval procedures with Iranian authorities. Most movements involved commercial west to east traffic, with no new Iranian export loadings observed. Although activity remained broadly low risk, it included two sanctioned vessels and one shadow vessel, while opaque routing patterns picked up d/d. Reports suggest Tehran is preparing a permit based transit framework to present in negotiations, potentially involving vessel vetting, state coordination and safe passage fees. The emerging structure points to a more formalised IRGC managed clearance regime. Mobility is improving incrementally, but access remains conditional, politically controlled and exposed to rapid disruption.

55,919 просмотров • 1 месяц назад

Strait of Hormuz | Vessel Crossings Update Confirmed SOH crossings across the monitored zone fell to just two on 25 May, extending a pattern of higher weekend passages followed by weaker weekday activity. Both vessels used the Iranian Route, while no new physical attacks have been recorded since 10 May and signal interference continues. The low count suggests traffic remains narrow, route-dependent, and shaped by Iranian clearance practices. Negotiations between the US and Iran remain the key variable, with access likely to stay selective until a clearer framework for navigation is agreed. Stay ahead of the market with #Kpler Insight:

Strait of Hormuz | Vessel Crossings Update Confirmed SOH crossings across the monitored zone fell to just two on 25 May, extending a pattern of higher weekend passages followed by weaker weekday activity. Both vessels used the Iranian Route, while no new physical attacks have been recorded since 10 May and signal interference continues. The low count suggests traffic remains narrow, route-dependent, and shaped by Iranian clearance practices. Negotiations between the US and Iran remain the key variable, with access likely to stay selective until a clearer framework for navigation is agreed. Stay ahead of the market with #Kpler Insight:

40,915 просмотров • 1 месяц назад

Hormuz traffic remains constrained Confirmed Strait of Hormuz crossings held at 10 over the weekend, remaining lower than the previous weekend and reflecting a more restricted operating environment. Most activity involved low risk, non commercial vessels, with only limited commercial participation and a small presence of shadow or sanctioned fleet movements. All observed crossings used the Iranian Route, extending the streak to seven consecutive days without a return to IMO designated routing.While no new #vessel attacks have been recorded since 26 May, transit conditions remain fragile and signal interference lingers. Ongoing negotiations covering sanctions, nuclear commitments, ceasefire arrangements and navigation rights continue to influence market sentiment. For shipping markets, constrained routing patterns indicate that operational risk remains elevated despite the recent pause in physical incidents. Stay ahead of the market with #Kpler Insight:

Hormuz traffic remains constrained Confirmed Strait of Hormuz crossings held at 10 over the weekend, remaining lower than the previous weekend and reflecting a more restricted operating environment. Most activity involved low risk, non commercial vessels, with only limited commercial participation and a small presence of shadow or sanctioned fleet movements. All observed crossings used the Iranian Route, extending the streak to seven consecutive days without a return to IMO designated routing.While no new #vessel attacks have been recorded since 26 May, transit conditions remain fragile and signal interference lingers. Ongoing negotiations covering sanctions, nuclear commitments, ceasefire arrangements and navigation rights continue to influence market sentiment. For shipping markets, constrained routing patterns indicate that operational risk remains elevated despite the recent pause in physical incidents. Stay ahead of the market with #Kpler Insight:

26,715 просмотров • 26 дней назад

Hormuz GPS disruption continues GPS interference in and around the Strait of Hormuz has continued to rise since the crisis began, suggesting a persistent and geographically dispersed campaign of electronic disruption. This interference is triggering false AIS positioning, causing ships to appear in locations where they are not. For operators and analysts, that means greater uncertainty around vessel tracking, maritime safety and the reliability of situational awareness in one of the world’s most strategically significant waterways.

Hormuz GPS disruption continues GPS interference in and around the Strait of Hormuz has continued to rise since the crisis began, suggesting a persistent and geographically dispersed campaign of electronic disruption. This interference is triggering false AIS positioning, causing ships to appear in locations where they are not. For operators and analysts, that means greater uncertainty around vessel tracking, maritime safety and the reliability of situational awareness in one of the world’s most strategically significant waterways.

82,010 просмотров • 3 месяцев назад

Strait of Hormuz | Daily Vessel Crossings: Kpler’s Risk & Compliance tracker provides daily monitoring of vessel activity through one of the world’s most strategic maritime routes. Across 22–23 April, traffic remained low at 17 crossings of both commercial and non-commercial vessels, well below pre-crisis levels. Ongoing monitoring provides critical insight into supply flows and potential disruption risks. Stay ahead of the market with #Kpler Insight:

Strait of Hormuz | Daily Vessel Crossings: Kpler’s Risk & Compliance tracker provides daily monitoring of vessel activity through one of the world’s most strategic maritime routes. Across 22–23 April, traffic remained low at 17 crossings of both commercial and non-commercial vessels, well below pre-crisis levels. Ongoing monitoring provides critical insight into supply flows and potential disruption risks. Stay ahead of the market with #Kpler Insight:

44,111 просмотров • 2 месяцев назад

Strait of Hormuz | Daily Vessel Crossings As of 30 April, Hormuz crossings halved d/d to seven transits, split between four commercial and three non-commercial movements, with direction broadly balanced at four west-to-east versus three east-to-west. Only two laden west-to-east crossings were recorded, under Pakistani and Comoros flags carrying CPP and dry bulk, while higher-risk tonnage remained limited with just three shadow or sanctioned vessels observed and the rest assessed low-risk. No new physical attacks have been recorded since 22 April as the ceasefire holds, and with permissive passages continuing, most vessels are still using the IMO-regulated traffic separation scheme to reduce collision risk. Stay ahead of market-moving risks with #Kpler’s Risk & Compliance tracker.

Strait of Hormuz | Daily Vessel Crossings As of 30 April, Hormuz crossings halved d/d to seven transits, split between four commercial and three non-commercial movements, with direction broadly balanced at four west-to-east versus three east-to-west. Only two laden west-to-east crossings were recorded, under Pakistani and Comoros flags carrying CPP and dry bulk, while higher-risk tonnage remained limited with just three shadow or sanctioned vessels observed and the rest assessed low-risk. No new physical attacks have been recorded since 22 April as the ceasefire holds, and with permissive passages continuing, most vessels are still using the IMO-regulated traffic separation scheme to reduce collision risk. Stay ahead of market-moving risks with #Kpler’s Risk & Compliance tracker.

21,597 просмотров • 1 месяц назад

Strait of Hormuz traffic remains tightly constrained As of 28 April, 7 vessel crossings were recorded (+1 d/d), still at depressed levels. Activity remains selective, led by shadow fleet tonnage, with just 2 low-risk vessels and mostly west–east commercial flows. No new physical attacks since 22 April, but mine risk and active enforcement continue to limit transit confidence. Owners face a dual risk: navigational hazards and sanctions exposure. Mobility remains cautious, with no clear recovery in flows. Stay ahead of market-moving risks with Kpler’s Risk & Compliance tracker:

Strait of Hormuz traffic remains tightly constrained As of 28 April, 7 vessel crossings were recorded (+1 d/d), still at depressed levels. Activity remains selective, led by shadow fleet tonnage, with just 2 low-risk vessels and mostly west–east commercial flows. No new physical attacks since 22 April, but mine risk and active enforcement continue to limit transit confidence. Owners face a dual risk: navigational hazards and sanctions exposure. Mobility remains cautious, with no clear recovery in flows. Stay ahead of market-moving risks with Kpler’s Risk & Compliance tracker:

21,958 просмотров • 1 месяц назад

The UAE has announced it will leave #OPEC and OPEC+ effective May 1, marking a notable shift in its long term energy strategy. Amena Bakr , Head of Middle East Energy and OPEC+ at Kpler, provides analysis on the drivers behind the decision and its broader implications for #oil markets. Stay ahead of the market with #Kpler Insight:

The UAE has announced it will leave #OPEC and OPEC+ effective May 1, marking a notable shift in its long term energy strategy. Amena Bakr , Head of Middle East Energy and OPEC+ at Kpler, provides analysis on the drivers behind the decision and its broader implications for #oil markets. Stay ahead of the market with #Kpler Insight:

17,037 просмотров • 2 месяцев назад

Markets rattled by mixed signals An evening of reversals unsettled markets, as uncertainty persists over the Strait of Hormuz. Ongoing restrictions continue to cloud sentiment and raise concerns over supply stability. Stay ahead of the market with #Kpler Insight:

Markets rattled by mixed signals An evening of reversals unsettled markets, as uncertainty persists over the Strait of Hormuz. Ongoing restrictions continue to cloud sentiment and raise concerns over supply stability. Stay ahead of the market with #Kpler Insight:

12,917 просмотров • 2 месяцев назад

Jet fuel crunch deepens The global aviation fuel market is undergoing a sharp repricing as Middle East disruptions constrain supply chains and remove key balancing flows. Europe remains temporarily cushioned but faces a more difficult outlook as stocks decline and import dependence, particularly in the UK, heightens exposure. In Asia, indirect shocks are proving more immediate, with refinery run cuts, Chinese export curbs and limited hedging accelerating demand destruction. Airlines are responding through fuel surcharges and route rationalisation, signalling a broader adjustment in aviation demand as costs rise and supply remains uncertain. SAF demand in Europe is expected to remain subdued in the near term, with blending likely deferred to H2. Continued volatility in underlying markets, alongside elevated feedstock and #freight costs, is expected to keep premiums supported while limiting a meaningful recovery in demand. Stay ahead of the market with #Kpler Insight:

Jet fuel crunch deepens The global aviation fuel market is undergoing a sharp repricing as Middle East disruptions constrain supply chains and remove key balancing flows. Europe remains temporarily cushioned but faces a more difficult outlook as stocks decline and import dependence, particularly in the UK, heightens exposure. In Asia, indirect shocks are proving more immediate, with refinery run cuts, Chinese export curbs and limited hedging accelerating demand destruction. Airlines are responding through fuel surcharges and route rationalisation, signalling a broader adjustment in aviation demand as costs rise and supply remains uncertain. SAF demand in Europe is expected to remain subdued in the near term, with blending likely deferred to H2. Continued volatility in underlying markets, alongside elevated feedstock and #freight costs, is expected to keep premiums supported while limiting a meaningful recovery in demand. Stay ahead of the market with #Kpler Insight:

14,608 просмотров • 2 месяцев назад