Lakshmi Sreekumar(@LSREnergy):Here's the math on the history: CENTCOM’s cumulative figures -> implied MBPD exits Jul 20: 450m bbls -> ~5.6–6.0 MBPD since early May Sep 19: >1bn bbls-> ~9.0 MBPD Oct 8: >1.25bn bbls -> ~13.2 MBPD Oct 25*: >1.5bn bbls -> ~14.7 MBPD So that puts the last two weeks ~ 14.7 MBPD, directionally consistent with the pick up we saw since Oct 9th/10th (in GoO flows). *Rounded totals; assumes consistent counting.

Lakshmi Sreekumar

@LSREnergy

It's not that serious. Lighten up already. Oil. Macro. Geopolitics. I don’t have a blog, newsletter or substack.

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Lakshmi Sreekumar@LSREnergy

2026.10.25 17:13

Here's the math on the history: CENTCOM’s cumulative figures -> implied MBPD exits Jul 20: 450m bbls -> ~5.6–6.0 MBPD since early May Sep 19: >1bn bbls-> ~9.0 MBPD Oct 8: >1.25bn bbls -> ~13.2 MBPD Oct 25*: >1.5bn bbls -> ~14.7 MBPD So that puts the last two weeks ~ 14.7 MBPD, directionally consistent with the pick up we saw since Oct 9th/10th (in GoO flows). *Rounded totals; assumes consistent counting.