It's interesting, something struck me as
off about the analysis. I mean it could well be true but the price of oil and VLCC daily rates suggest it probably isn't.
There's a tonne of articles resharing this Kpler analysis. The closest to corroboration I could find was references to Marisks and Vortexa data.
This Russian site[0] quotes the following:
> Oil flows from Persian Gulf producers excluding Iran rebounded to more than 81% of pre-war levels in September, averaging 19.2m barrels per day against about 23.6m bpd in the year before the regional conflict began on 28 February, according to Vortexa.
But assuming that analysis is paywalled I can't find it anywhere, and the article also relies on the Kpler analysis extensively.
Marisks is just about ship movements so doesn't really add anything to the picture. All that to say, it may well be true but the current story and way it is being propagated seem fishy.
[0]: https://en.portnews.ru/news/397951
There's a tonne of articles resharing this Kpler analysis. The closest to corroboration I could find was references to Marisks and Vortexa data.
This Russian site[0] quotes the following:
> Oil flows from Persian Gulf producers excluding Iran rebounded to more than 81% of pre-war levels in September, averaging 19.2m barrels per day against about 23.6m bpd in the year before the regional conflict began on 28 February, according to Vortexa.
But assuming that analysis is paywalled I can't find it anywhere, and the article also relies on the Kpler analysis extensively.
Marisks is just about ship movements so doesn't really add anything to the picture. All that to say, it may well be true but the current story and way it is being propagated seem fishy.
[0]: https://en.portnews.ru/news/397951