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Iraqi and Kuwaiti Crude Flows Redrawn by the Hormuz Disruption
The latest Gulf conflict has significantly altered regional crude flows. Iraq managed to sustain a limited level of exports through the Iraq–Turkey pipeline, with volumes falling 24.9% to 2.5 million b/d in Q1 2026. Kuwait, meanwhile, saw crude output decline 29.1% to 986,000 b/d, impacted by infrastructure damage and limited alternative export routes.
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Top Stories
Story 1
ENERGY INTELLIGENCE NEWS
Saudi Arabia Turns to Hormuz Shuttles Amid Red Sea Threats
Saudi crude is joining Hormuz shuttle runs as Houthi threats intensify around the kingdom’s Red Sea outlets, broadening a high-risk model pioneered by the UAE.
Fri, Aug 14, 2026
Read More
>
Story 2
ENERGY INTELLIGENCE NEWS
Russia Sanctions Bill May Target 'Shadow Fleet'
The Russia sanctions bill moving through the US Congress would codify thousands of sanctions into law, but much depends on enforcement.
Fri, Aug 14, 2026
Story 3
ENERGY INTELLIGENCE NEWS
China Saves $3B by Tapping Inventories During Hormuz Crisis
Beijing is actively helping the global oil market deal with the Mideast war with its stockbuilds and draws — and reaping financial benefits as well.
Fri, Aug 14, 2026
Story 4
NATURAL GAS WEEK
Industry Calls USDA Proposal a Huge Threat to Pipeline Projects
The rule would extend the agency's authority over farmland-related foreign ownership rules to energy projects including gas pipelines and wind and solar facilities.
Fri, Aug 14, 2026
Story 5
ENERGY INTELLIGENCE NEWS
Russia Faces New Front in Fuel Crisis
Ongoing Ukrainian strikes on Russian refineries have prompted a return to fuel rationing and lines at the pump.
Fri, Aug 14, 2026
Middle East Crisis
NATURAL GAS WEEK
A Year In, LNG Canada Helping Fill War-Driven Supply Hole
The 2 Bcf/d Shell-led facility has ramped to near-full capacity this summer, in time to offer some limited help to Asian buyers scrambling to replace lost supplies.
Fri, Aug 14, 2026
Read More
>
JET FUEL INTELLIGENCE
Commercial Jet Ousted From Nato's Ceps as Military Use Spikes
Military precedence is pushing commercial volumes out of the network, just when low river Rhine levels are hampering alternative barge flows.
Fri, Aug 14, 2026
JET FUEL INTELLIGENCE
Jet Supply Chains Creak After 6 Months of War
There is less fuel to go around and fewer means of moving it, especially in Europe, where traders face barge and Ceps pipeline restrictions.
Fri, Aug 14, 2026
PETROLEUM INTELLIGENCE WEEKLY
UAE Adds Gas to Aggressive Hormuz Bypass Strategy
The country's third LNG plant — and first at Fujairah — would further advance its plan to reroute its energy exports away from the Strait of Hormuz.
Thu, Aug 13, 2026
ENERGY COMPASS
China Fails to Engage in Mideast Crisis
China, quickly adjusting to the loss of Mideast crude, seems unwilling to weigh in on the conflict, confirming its prioritization of trade over geopolitics in the region.
Thu, Aug 13, 2026
In Depth
Top Story 1
ENERGY COMPASS
The Rising Cost of Iran’s Wartime Resilience
War, a blockade and collapsing oil exports are exhausting Iran’s traditional economic buffers, even as Tehran hardens its security apparatus and seeks relief through Hormuz.
Thu, Aug 13, 2026
Read More
>
Top Story 2, 3 & 4
NATURAL GAS WEEK
In-Basin Data Centers Could Reshape Permian Gas Market
Analysts expect local demand growth from AI-driven power generation could leave the Permian Basin short on gas by 2030 and lift long-deflated Waha gas prices.
Fri, Aug 14, 2026
JET FUEL INTELLIGENCE
Jet Supply Chains Creak After 6 Months of War
There is less fuel to go around and fewer means of moving it, especially in Europe, where traders face barge and Ceps pipeline restrictions.
Fri, Aug 14, 2026
NUCLEAR INTELLIGENCE WEEKLY
Energy Fuels Subject of Insider Trading Probe
Lawmakers on Capitol Hill have launched a probe into insider trading at US uranium miner Energy Fuels, while Canadian uranium junior Denison benefits from rising uranium prices.
Fri, Aug 14, 2026
Latest Research Reports
Latest 1
OIL MARKETS RESEARCH
Weekly Monitor: A Longer and More Uncertain Iran Conflict Entangles Macro
Growing Risks of a Longer-Lasting and Uncertain Conflict/Standoff
Thu, Aug 13, 2026
Read More
>
Latest 4
OIL MARKETS RESEARCH
Weekly Monitor: Continued Caution From Oil Suppliers as a Potential Post-Conflict Period Beckons
Fri, Aug 7, 2026
OIL MARKETS RESEARCH
Weekly Monitor: An Uneasy Floor Under Oil Prices
Thu, Jul 30, 2026
RISK RESEARCH
UK: Burnham Likely to Keep Low-Carbon Support, But Oil Tweaks Possible
Tue, Jul 28, 2026
RISK RESEARCH
Latin America: Energy Impacts of Colombia’s and Region’s Rightward Shift
Wed, Jul 22, 2026
Latest Data
World Energy Opinion
WORLD ENERGY OPINION
Extending the Life of UK Critical National Infrastructure
Physics-based artificial intelligence, with real-time monitoring, can give utilities with a deeper and more accurate understanding of critical infrastructure.
Fri, Aug 14, 2026
Read More
>
WORLD ENERGY OPINION
Next Competitive Advantage in Energy Isn't a New Oil Field
Artificial intelligence is becoming energy’s next competitive advantage, transforming operational decision-making, efficiency and asset performance.
Wed, Aug 12, 2026
WORLD ENERGY OPINION
The Changing Role of the Energy Broker
The UK energy broker market is evolving, rewarding firms that embrace transparency, technology and higher-value advisory services for business customers.
Mon, Aug 10, 2026
WORLD ENERGY OPINION
Four Regulators, One Fleet
The Saipem-Subsea7 merger reviews reveal how competition authorities are mapping industrial capabilities that will shape the energy transition.
Thu, Aug 6, 2026
WORLD ENERGY OPINION
How AI Is Redefining Leadership in the Petrochemical Industry
In this opinion piece, Borouge International's Hasan Karam argues that AI is becoming the petrochemical industry’s defining competitive advantage.
Mon, Aug 3, 2026
Most Read
ENERGY INTELLIGENCE NEWS
Russia Sanctions Bill May Target 'Shadow Fleet'
The Russia sanctions bill moving through the US Congress would codify thousands of sanctions into law, but much depends on enforcement.
Fri, Aug 14, 2026
ENERGY INTELLIGENCE NEWS
Saudi Arabia Turns to Hormuz Shuttles Amid Red Sea Threats
Saudi crude is joining Hormuz shuttle runs as Houthi threats intensify around the kingdom’s Red Sea outlets, broadening a high-risk model pioneered by the UAE.
Fri, Aug 14, 2026
ENERGY INTELLIGENCE NEWS
Red Sea Strikes Turn Lethal as Hormuz Diplomacy Stalls
Six crew members are dead after an attack off Yemen, and Tehran's new security chief ties any Hormuz reopening to an end to the war.
Wed, Aug 12, 2026
ENERGY INTELLIGENCE NEWS
Qatar Extends Force Majeure on LNG to India
Qatar has once again extended its force majeure on LNG deliveries to Petronet and other Indian buyers, with the extension this time running until Aug. 31.
Thu, Aug 13, 2026
ENERGY INTELLIGENCE NEWS
BP, XRG Take Stakes in Massive Offshore Venezuela Gas Field
BP will operate the Loran Phase 2 development, which holds an estimated 4 Tcf of recoverable gas. Production will be tied to infrastructure in nearby Trinidad.
Thu, Aug 13, 2026
ENERGY INTELLIGENCE NEWS
Iraq Taps UAE's Hormuz Work-Around to Move Crude
Iraq has been making use of Adnoc's wartime shipping work-around to keep moving crude oil exports through the Strait of Hormuz.
Thu, Aug 13, 2026
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Energy Markets Economist
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