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Kpler's @mattvsmith01 discusses the timeline for reopening the Strait of Hormuz as oil prices top $100:
Kpler data points to a sharp drop in Hormuz traffic: Bulk carrier crossings fell to 4 on Monday from 10 a day earlier.
Kpler will be at GTR Asia 2026 in Singapore Join us on 8 September as Yuan Li, Junior Risk & Compliance Analyst at Kpler, takes the stage to discuss: “Can digitisation provide competitive advantage in a high-risk environment?” Yuan will explore the role of digitisation in navigating risk and compliance in an increasingly complex global #trade# environment. 🗓️ 8 September 2026 🕑 14:05–14:50 📍 Stream B | GTR Asia, Singapore Heading to GTR Asia? Come along to the session and connect with the Kpler team.
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Kpler Insight on your mobile. See a Kpler Insight alert in your inbox. Tap it. You're already reading the full report on your phone — on the commute, between meetings, wherever the day takes you. Turn on mobile notifications and you don't even need to wait to read you emails. That's the whole workflow, built for the moments when market-moving insight can't wait for you to get back to a desk. Access the mobile apps in the links below. Apple:  Google Play:  
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Mark your calendars: Kpler Pulse Latam Series is back Starting 24 September, we're bringing together Kpler experts for five webinars exploring the forces shaping Latin America's commodity and maritime markets. 📍 24 Sep: Crude & Refined Products 📍 30 Sep: Dry Bulk 📍 7 Oct: Maritime 📍 15 Oct: Financial Flows 📍 21 Oct: Arbitrage First up: "Latam under pressure: Crude, fuel, and freight in a shifting world." Join us as we unpack how changing crude flows, fuel markets and freight dynamics are reshaping the region. 🕙 10:00 COT | 11:00 EDT | 12:00 BRT | 16:00 BST 👉 Reserve your spot:
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Really enjoyed our @Kpler fireside chat, moderated by the one and only @mattvsmith01, alongside @ericnuttall. Big thanks to everyone who came out to listen and hang out live in Toronto.
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According to Kpler, 3 VLCCs exited the Oman lane on August 18. Iran can talk tough like Trump or put your missiles to the test. Now or never.
Join us in Ontario for the Kpler Market Briefing Toronto, bringing together Kpler experts and industry leaders for an afternoon of insights into the trends shaping global #commodity# markets. Hear from leading voices across oil, agriculture, and dry bulk, including: ◾ Fireside chat: Navigating Today’s #Oil# Markets with Eric Nuttall, Partner at Ninepoint Partners, and Rory Johnston, Oil Market Researcher, moderated by Kpler’s Matt Smith. The conversation will explore the forces driving today’s oil markets and what to watch next.  ◾ Agricultural Commodity Market Outlook with Matthew Darragh, covering key developments across global supply, demand, and #trade#. ◾ Dry Bulk Commodity Outlook with Alexis Ellender, exploring freight markets, shifting trade flows, and emerging risks. Connect with peers, hear directly from market experts, and leave with a clearer view of what’s ahead across global commodity markets. 📍 SixtyEight Scotia Plaza, Toronto, Ontario 📅 September 15, 2026 from 3:00pm-6:30pm CT 🔗 Register here:
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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.
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Heading to CT Asia 2026 in Bali? Join Kpler’s Firat Ergene, Lead Insight Analyst – Coal, Petcoke & Cement, as he takes the stage at CT Asia 2026 on 28 September. Firat will be discussing LNG markets, fuel switching and Asian energy security, looking at how changing fuel economics, shifting trade flows and evolving supply dynamics are influencing energy decisions across the region. With CT Asia co-located with the International Critical Minerals and Metals Summit for 2026, the event will bring together leaders from across coal, energy, mining and critical minerals to explore the forces shaping Asia’s energy and commodities landscape.
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