Middle East Energy Update (WhatsApp sent to clients)
Strategy Report·David Roche·11 Jun 2026
#Oil
#Oil Prices
#Shipping
#Oil Outlook
#Gulf War
#The Gulf Crisis & the Hole in Energy Supply
Despite mounting claims that clandestine operations are freeing tankers from the Gulf, QS hard data tells a different story: a steady 2.0mn bpd via the Strait of Hormuz, a 12–13mn bpd daily supply shortfall with no change, and a China driving paper price suppression through strategic reserve drawdowns — not a resolution of the crisis.
We use cookies to facilitate user management, personalise recommendations, analyse traffic and assist with our general marketing efforts.
Manage Cookies
Cookies are small text files that can be used by websites to improve your experience and to remember settings. The law requires that your consent is given for any cookies that are not strictly necessary for the operation of this website.
Necessary Cookies
Necessary cookies are cookies that are required for the operation of this website.
Analytics Cookies
These cookies help us understand how visitors interact with our website by collecting and reporting information anonymously.
Marketing Cookies
These cookies are used to track visitors across websites to display relevant and engaging advertisements.
Preference Cookies
These cookies enable the website to remember choices you make and provide enhanced, more personal features.