Javier Blas(@JavierBlas):MIDDLE EAST OIL FLOWS: With data for Oct 1-26, Middle Eastern *crude* exports (ex Iran) are on track to be higher in Oct than in Sept (and very close to pre-war levels (>90%) for the monthly average). After weeks of attacks against tankers and infrastructure, Iran and its proxies have failed to stop the flow. But all that recovery could be gone if the war re-starts after Nov. 3. Note I'm referring to **crude** and the flows include SoH plus all the bypass routes. Flows of clean and dirty refined products remain depressed, with little change in flows month-on-month, holding around >60% of pre-war levels (ex Iran).

2026.10.31 16:40

MIDDLE EAST OIL FLOWS: With data for Oct 1-26, Middle Eastern *crude* exports (ex Iran) are on track to be higher in Oct than in Sept (and very close to pre-war levels (>90%) for the monthly average). After weeks of attacks against tankers and infrastructure, Iran and its proxies have failed to stop the flow. But all that recovery could be gone if the war re-starts after Nov. 3. Note I'm referring to **crude** and the flows include SoH plus all the bypass routes. Flows of clean and dirty refined products remain depressed, with little change in flows month-on-month, holding around >60% of pre-war levels (ex Iran).

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