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Strait of Hormuz Exports Jump on July 1 — But the World Is Still Living Off Storage
The world is still running a 6mn bpd crude supply deficit and living off inventory to hide it. David Roche's latest tracker on Strait of Hormuz flows, tanker traffic, and the countdown clock on Gulf storage. Full report attached.
Middle East Energy: How Fast Will Supply Recover? Watch the Ships, Not the Rigs
David Roche assesses why Middle East crude supply should recover faster than production capacity over the next six months, as Gulf shipping flows and a 300mb inventory buffer narrow the global oil deficit and push crude toward a $75–85/bbl range.
Middle East Energy Update (WhatsApp sent to clients)
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 stra…
Navigator: China - EU Trade Hostilities & Energy Myths
Navigator China EU Trade Hostilities & Energy Myths Four themes this week. (WhatsApp clients have received early briefing on themes in BLUE) 1. Trade War between the EU and China is now inevitable. 2. Chinese sell off of strategic crude oil reserves an…
Iran – the Beginning of the End!
Iran – the Beginning of the End! It may take time. But all roads lead to the same outcome. Some are smooth. Others are bloody. But the Iranian regime is doomed. Compared to Venezuela re-integrating Iran into the comity of civilised nations will be a cinch. Econo…