Gulf crude exports ex-Iran hit at least 16.5M bpd in September, matching the prewar average, but only ~60% crossed Hormuz vs 83% before—pipelines and STS transfers are eroding Iran’s chokepoint leverage. #Oil#Hormuz#Iran#Energy#Crude
Iranian oil and petroleum products have started flowing to Tajikistan, with deliveries beginning in late August. Dushanbe has asked for up to 2.55 million tons a year as it seeks alternatives to Russian fuel. #Oil#Iran#Tajikistan#Sanctions
Iranian oil flows to China fell from 980,000 bpd in August to 475,000 bpd in September, with arrivals stopping after Sept. 26. As Chinese demand recovers, refiners must compete for increasingly costly alternatives. #Iran#China#Oil#CrudeOil
Oil prices eased as renewed U.S.-Iran talks and recovering Saudi exports tempered supply fears. Brent moved toward $104 as Saudi Arabia restored East-West Pipeline flows to around 3.5M bpd following a 10-day halt. #Oil#Brent#SaudiArabia#Iran
U.S. lawmakers are pressing Trump to take tougher action over alleged Chinese support for Iran. Their concerns include satellite intelligence, weapons components and purchases of sanctioned Iranian oil. Beijing denies providing military support. #China#Iran#USA
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