Vortexa retweeted
Replying to @Vortexa
@Vortexa in my mind is the best in tracking dark flows - doing hard work of tanker by tanker tracking, following the path of the true bbl vs “X minus Y” approach. Note their numbers were consistently higher than others’, but somehow other voices got more weight in press.
Every cargo has a journey. Understanding the recovery in Middle East oil exports (Saudi Arabia, Iraq, Kuwait, UAE, Qatar, Bahrain and Oman, excluding Iran) means following each barrel until it leaves the region.
@Vortexa’s broader measure shows a substantial rebound for crude and refined products combined, but September's seven-day average has generally remained below 20 million barrels per day, against a pre-war baseline of 23.6 million. September averaged 17.8 million barrels per day, around 75% of pre-war levels.
This measure combines oil moving through Hormuz with terminal loadings in the Gulf of Oman and Saudi Red Sea. It includes crude, condensate and refined products, excluding Iranian-origin cargoes, with the same scope applied to the pre-war comparison. This is a broader measure than crude-only exports, and the distinction matters when discussing a return to pre-war levels.
Behind those numbers is the work of following cargoes through dark transits, shuttle voyages and ship-to-ship transfers. A barrel changing tankers is still the same barrel. Connecting those movements is essential to understanding how much supply is actually moving through the system.
The chart shows strong individual days, but also repeated setbacks. The seven-day average remains below the pre-war baseline despite those peaks.
At Vortexa, we are watching both the volume of the recovery and its durability. For anyone assessing supply availability and maritime risk, the ability to sustain flows over successive weeks matters far more than a single record day.
Pre-war baseline: March 2025–February 2026. Latest seven days provisional.
#OOTT
Vortexa retweeted
Well we came from an oversupplied crude market; the so called "supply glut" everybody talked about not even 2 months ago, but which has now been forgotten. Crude on water is roughly at the last 10Y avg, so the pain still needs to start if Hormuz will not open (src: vortexa): #OOTT
Although, manipulated, his core statement is true. Not even a Russian invasion or 20% of #oil flows blockade could bring the holy grail call of $150 or $200 crude.
Stagnating crude prices are less about supply but more about stagnating growth
Vortexa retweeted
The Hormuz crisis is reshaping global energy flows, maritime risk, and shipping routes.
Watch the on-demand briefing with Pamela Munger (@Vortexa), @Michellewb_, and Ariel Guzman (Windward) on what the data shows across cargo movements, insurance conditions, and shadow fleet activity.
okt.to/VmijKr
Vortexa retweeted
Tanker traffic still bustlin' in the Strait of Hormuz.
Map via @Vortexa.
Vortexa retweeted
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Vortexa retweeted
David Wech, Chief Economist at @Vortexa, highlights the shipping sector's resilience and adaptability in navigating geopolitical disruptions and sanctions while outlining key risks and market dynamics for 2025 at the Global Energy Outlook Forum 2025 - Europe Session.
Click here to access full podcast: youtube.com/live/cn95W6TekTY…
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Vortexa retweeted
🌍 Global Energy Outlook Forum 2025 - Europe Session Panel 2
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Vortexa retweeted
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Join us live on LinkedIn, X, and YouTube to gain exclusive insights into the future of energy! Featuring speaker @david_wech, Chief Economist, @Vortexa
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Vortexa retweeted
🌏 Global Energy Outlook Forum 2025 - EUROPE SESSION
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Vortexa retweeted
US Administration Shift to Spur Global Growth, While India Prepares for Trump and Europe Faces Rising Energy Costs from the Middle East and Asia.
Click here to read more: tinyurl.com/3eafj9mf
@NarendraTaneja @Vortexa @AliAlriyami19
Vortexa retweeted
The @LloydsList Reigate summer office opened early this morning and my cat is transfixed by the @vortexa Asia analysis briefing. (A weekly must-listen for me)
Vortexa retweeted
Gray fleets have seen a 68% increase in oil barrels carried per day since the #Russia war.
With over $2bil of #crudeoil carried by fleets since the war, the #maritimeindustry must understand the nuances of #oilsmuggling.
Read our blog with @Vortexa👇
hubs.la/Q01TT_4Z0
Vortexa retweeted
Moscow has found news areas to do ship-to-ship crude oil transfers (STS), after the area offshore the Spanish city of Ceuta got a bit hot. Now, the STS are happening in international waters offshore Cape Verde and the Canary Islands, according to @Vortexa vortexa.com/insights/crude/n…
Vortexa retweeted
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To Register click here: lnkd.in/dNsUQD6j
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Vortexa retweeted
Attention #MaritimeIndustry – we’ve got a #webinar you won’t want to miss!
Join @AmiDaniel1 and @ipapadimi, from @Vortexa, as they discuss the impact of Russia’s year-long war with Ukraine on the maritime ecosystem and global economy.
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Vortexa retweeted
[eBook] The Rise of Analytics and their Impact in Energy & Freight Markets by ZE, Vortexa, Argus Media, and Windward following an online panel discussion.
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Vortexa retweeted
It's not all about crude at the refinery. @Vortexa has a good report this week about high-sulfur fuel oil that travels 1000s of miles to get into USA #gasoline. vortexa.com/insight/https/ww…
Vortexa retweeted
News story: Fuel oil and vacuum gasoil charterers in the Baltic have increasingly favoured #Aframaxes this month over the smaller Handysize vessels to carry cargoes to northwest Europe | #ArgusFreight #weightoffreight @Vortexa
By @johnollett: okt.to/Dwgx3O
Vortexa retweeted
Join ZE PowerGroup, @Vortexa, @ArgusMedia & Windward for an exclusive webinar and online panel discussion on the rise of analytics and their impact in #energy & #freight markets.
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