HORMUZ REOPENING COULD TRIGGER SHORT-TERM TANKER SURGE – KPLER Kpler says reopening of the Strait of Hormuz could initially release about 118 trapped laden tankers, causing a sharp but temporary spike in traffic over 10–15 days. Recovery speed depends on how quickly new vessels return. In a base case, transits rise from ~15 per day to 40 by month-end, with tankers making up around 60%, while a faster rebound scenario remains unlikely.

Despite looming threat of US sanctions, India's appetite for Russian crude remained stable. Data from Kpler commodities tells us that when US sanctions did hit in December 2025-January 2026 , Russian crude imports to India didn't stop - they simply shifted to a "shadow fleet." India quietly maintaining a steady baseline of over 1 million barell per day under the radar, which has now skyrocketed to over 2 million barell per day. Energy security always dictates the math for India. 🇮🇳🛢️

Oil is on track for its biggest weekly gain since April as fears of a new Red Sea supply disruption add to global energy market uncertainty. Kpler’s Homayoun Falakshahi said while he sees major disruption as unlikely, the consequences would be significant

🚨STRAIT OF HORMUZ TRAFFIC CRATERS TO JUST 6 SHIPS IN 24 HOURS, MULTI-WEEK LOW! Shipping through the critical oil chokepoint hit a sharp recent low on Sunday, with only 6 vessels transiting per Kpler data, according to Reuters. This is well below normal daily levels of 60-100+ ships, often carrying ~20M barrels of oil. Renewed regional tensions and safety concerns are driving shipping companies to stay away, despite official claims the route remains open.

The IEA warned global oil inventories were draining fast with only weeks of supply remaining. Naveen Das from Kpler told Reuters the situation may not be as critical as it seems, adding it would take months for oil flows to normalize

The IEA warned global oil inventories were draining fast with only weeks of supply remaining. Naveen Das from Kpler told Reuters the situation may not be as critical as it seems, adding it would take months for oil flows to normalize even if a peace deal was reached

U.S. SAUDI OIL IMPORTS FALL TO ZERO U.S. imports of Saudi crude fell to zero in July for the first full month since 1985, as Gulf supply disruptions forced refiners to find alternatives. U.S. refiners cut Middle East purchases amid the Hormuz conflict, with Venezuela emerging as a key replacement, boosting exports to the U.S. to around 600,000 bpd. Saudi crude imports are expected to rebound to about 300,000 bpd this month, according to Kpler.

BREAKING: China's crude oil imports are estimated to rise +26% MoM in July, or ~1.6 million barrels per day, to ~7.8 million barrels per day. This follows June's decline to ~6.2 million barrels per day, the lowest since November 2015. However, imports would still remain ~4.8 million barrels per day, or 38%, below late-2025 peak levels. Furthermore, oil shipments from Saudi Arabia to China have more than doubled this month, while flows from the UAE have surged by more than +900%, according to Kpler. The recovery comes as oil flows through the Strait of Hormuz accelerated when the MoU was signed, but has since slowed again. China's oil supply is seeing extreme volatility.

Kyler Northrop is your Executive Cleaning Clean-Up Hitter of the Game ✨ For every run driven in by the Clean Up Hitter this season, a donation is made to Roger’s House of Mission to supply free cleanings for area cancer patients ⭐️🧹 #WausauWoodchucks# #BurrowDown#

Kyler Northrop is your Executive Cleaning Clean-Up Hitter of the Game ✨ For every run driven in by the Clean Up Hitter this season, a donation is made to Roger’s House of Mission to supply free cleanings for area cancer patients ⭐️🧹 #WausauWoodchucks# #BurrowDown#