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Middle East oil exports top pre-war levels in September, but tanker attacks increase
- Middle East crude exports exceeded pre-war levels in four of the seven days of late September, reaching between 19.5 million and 22.5 million barrels per day despite attacks on vessels in the Strait of Hormuz.
- Before the US-Israeli war with Iran began on February 28, exports averaged 18 million barrels per day between March 2025 and February, establishing the baseline for measuring current performance.
- Shipping intelligence firm Marisks reported at least seven incidents on Saturday, including an October 1 strike on the Kuwaiti Very Large Crude Carrier Kazimah III that caused a fire; all crew members were evacuated safely.
- Current intelligence suggests vessels face a "heightened and increasingly unpredictable kinetic threat" as Iranian forces possibly launch missiles into a predetermined engagement area, or "kill box," rather than targeting individual ships.
- Beyond crude, the overall tally for oil products, chemicals and non-gas liquids averaged 22.4 million barrels per day through September 30, while liquefied natural gas cargoes reached their highest monthly level since February.
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Despite the increase in crude flows from the Middle East, the growing shortage of oil tankers is creating a new bottleneck.
·Paris, France
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Iran Just Got Hit with a New Problem: Tehran Has Lost Control of the Strait of Hormuz as Oil Exports Are at Pre-War Levels
Gulf oil exports climbed back to roughly four-fifths of prewar levels in September as Saudi pipelines, UAE terminals and secretive ship-to-ship transfers worked around Iran's attacks. Iran's own exports are at zero under the US blockade, and Saudi Aramco is weighing a discount to keep its crude moving.
Prince Abdulaziz bin Salman announces restoration of East-West pipeline's capacity
·Ankara, Türkiye
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Total News Sources244
Leaning Left22Leaning Right37Center29Last UpdatedBias Distribution42% Right
Bias Distribution
- 42% of the sources lean Right
42% Right
L 25%
C 33%
R 42%
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