Article
Standard Chartered Says Hormuz Oil Flows Are Far From Normal
Standard Chartered Says Hormuz Oil Flows Are Far From Normal
Authored by Alex Kimani via OilPrice.com,
Gulf oil exports rebounded to roughly 16.5 million bpd in September, near pre-war levels, despite only 60% of those barrels crossing Hormuz versus 83% before the war.
Exporters have adapted through pipelines, bypass ports and extensive ship-to-ship transfers, but the system is more expensive, inefficient and increasingly stretched, with elevated freight and security costs.
Iran’s ability to choke off regional oil exports has weakened, while its own seaborne crude exports have fallen from around 1.7 million...
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Jun 14, 2026 / Tyler Durden
Talking Across The Divide
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Authored by J. Peder Zane via RealClearPolitics,
How we see politics reveals a lot about who we are. But it is less akin to a Rorschach ink blot than one of those reversible images, like the drawing that is both a rabbit and a duck. As messy as society might be, it is not some blob open to any interpretation (at least not yet, anyway). The patterns are there. But where we see one clear thing clearly, our pal may see another just as sharply.
The difference is...
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Aug 27, 2026 / Tyler Durden
Stalemate, Not Checkmate
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Bas van Geffen, senior macro strategist at Rabobank
Stalemate, not checkmate
CIA Chief Ratcliffe’s 15-minute dialogue in Moscow was reportedly an elevator pitch warning Russia not to support Iran, and not to attack NATO.
Peace talks between Russia and Ukraine are at a dead end, and Ukrainian attacks on Russian economic infrastructure – including refineries and large online retailers – are increasingly putting pressure on President Putin. So, Moscow is preparing to escalate its assaults on the country. Russian military presence in Belarus is building up, which could reopen a...
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Jul 11, 2026 / Tyler Durden
Iran Rejects US Talks As Mojtaba Calls For 'Vengeance'; Trump Warns 1,000 Missiles Are 'Locked & Loaded'
Iran Rejects US Talks As Mojtaba Calls For 'Vengeance'; Trump Warns 1,000 Missiles Are 'Locked & Loaded'
Iran has thrown Trump's ultimatum and Saturday deadline right back at Washington, saying that instead it is the United States that must first meet the agreed-upon conditions in order to normalize shipping and energy transit in the Strait of Hormuz.
Fars news agency reports Saturday that Iranian leadership is demanding that the US implement "agreed-upon understandings" before any talks take place. While the White House has declared the ceasefire to be 'over' - it has...
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