Supertanker catches fire after projectile strike as Hormuz traffic plummets to 4% of normal

Hormuz AIS-visible commercial transits: 7-day avg 3.1/day (-96.3% vs 365-day pre-closure baseline; PortWatch through 2026-09-27)

#StraitOfHormuz #OOTT #Shipping #Geopolitics #Maritime

hormuz-traffic.com

JPMorgan and Goldman Sachs estimate Middle East crude flows are near pre-war levels, while UKMTO's delayed reports reveal 3 more Hormuz tanker attacks. Brent $99.74/bbl, WTI $91.45/bbl as of 1 Oct. #Hormuz #Oil #OOTT

https://strategicenergymap.org/

🛢️ Oct 1, 2026 1:00 PM 🛢️
RBOB Gasoline surges over 2% leading the futures market

𝐁𝐫𝐞𝐧𝐭 𝐂𝐫𝐮𝐝𝐞: $101.26 📈 +1.08%
𝐖𝐓𝐈 𝐂𝐫𝐮𝐝𝐞: $92.01 📈 +0.32%
𝐍𝐚𝐭𝐮𝐫𝐚𝐥 𝐆𝐚𝐬: $2.965 📉 -0.20%
𝐑𝐁𝐎𝐁 𝐆𝐚𝐬𝐨𝐥𝐢𝐧𝐞: $3.358 📈 +2.21%
𝐇𝐞𝐚𝐭𝐢𝐧𝐠 𝐎𝐢𝐥: $4.594 📉 -0.25%

━━━━━━━━━━━━━━
Src: Yahoo Finance

#OOTT #OilMarkets #Commodities #RBOB

#Brazil: oil production was at record 4.615mbpd in August, +2.6% m/m, +18.5% y/y - ANP #oott

🛢️ Oct 1, 2026 8:00 AM 🛢️
Brent and WTI crude futures surge over 1% while natural gas declines

𝐁𝐫𝐞𝐧𝐭 𝐂𝐫𝐮𝐝𝐞: $100.18 📈 +2.64%
𝐖𝐓𝐈 𝐂𝐫𝐮𝐝𝐞: $91.72 📈 +1.84%
𝐍𝐚𝐭𝐮𝐫𝐚𝐥 𝐆𝐚𝐬: $2.971 📉 -1.23%
𝐑𝐁𝐎𝐁 𝐆𝐚𝐬𝐨𝐥𝐢𝐧𝐞: $3.286 📈 +0.65%
𝐇𝐞𝐚𝐭𝐢𝐧𝐠 𝐎𝐢𝐥: $4.606 📉 -1.18%

━━━━━━━━━━━━━━
Src:…

#OOTT #OilMarkets #Commodities #Brent

Before the 2026 crisis, about 23.2 million b/d of oil moved through the Strait of Malacca and 19.9 million b/d through Hormuz, each about a fifth of world demand. Suez, Bab el-Mandeb and the other chokepoints carried far less. #Oil #OOTT

https://strategicenergymap.org/charts/chokepoint-oil-flows/

Saudi Arabia's East-West pipeline runs ~1,200 km from Abqaiq to Yanbu, the kingdom's main Hormuz-bypass route. Shut by drone strikes on 11 Sep, it's back to about 3.5 million b/d — half its 7 million b/d capacity. #Hormuz #Oil #OOTT

https://strategicenergymap.org/facilities/east-west-pipeline/

🛢️ Sep 30, 2026 7:00 PM 🛢️
Brent and WTI crude futures fall over 1% as other products decline

𝐁𝐫𝐞𝐧𝐭 𝐂𝐫𝐮𝐝𝐞: $97.60 📉 -1.12%
𝐖𝐓𝐈 𝐂𝐫𝐮𝐝𝐞: $90.06 📉 -1.27%
𝐍𝐚𝐭𝐮𝐫𝐚𝐥 𝐆𝐚𝐬: $3.008 📈 +0.17%
𝐑𝐁𝐎𝐁 𝐆𝐚𝐬𝐨𝐥𝐢𝐧𝐞: $3.264 📉 -0.66%
𝐇𝐞𝐚𝐭𝐢𝐧𝐠 𝐎𝐢𝐥: $4.661 📉 -0.87%

━━━━━━━━━━━━━━
Src: Yah…

#OOTT #OilMarkets #Commodities #WTI

Kpler and satellite imagery show a 'major operational recovery' at Saudi Arabia's Yanbu terminal. Strait of Hormuz flows are now a 13.2 million b/d 7-day average — about 77% of pre-war (reported). #Hormuz #Oil #OOTT

https://strategicenergymap.org/chokepoints/strait-of-hormuz/

Three tankers struck by unknown projectiles as Hormuz traffic collapses to 4% of normal

Day 207 of Hormuz closure: 7-day avg 3.1 ships/day (-95.5% vs pre-closure norm)

#StraitOfHormuz #OOTT #Shipping #Geopolitics #Maritime #Iran

hormuz-traffic.com

🛢️ Sep 30, 2026 1:00 PM 🛢️
RBOB gasoline futures surge over 2% while natural gas falls sharply

𝐁𝐫𝐞𝐧𝐭 𝐂𝐫𝐮𝐝𝐞: $98.71 📈 +0.85%
𝐖𝐓𝐈 𝐂𝐫𝐮𝐝𝐞: $91.22 📈 +0.43%
𝐍𝐚𝐭𝐮𝐫𝐚𝐥 𝐆𝐚𝐬: $3.003 📉 -1.28%
𝐑𝐁𝐎𝐁 𝐆𝐚𝐬𝐨𝐥𝐢𝐧𝐞: $3.286 📈 +2.54%
𝐇𝐞𝐚𝐭𝐢𝐧𝐠 𝐎𝐢𝐥: $4.702 📉 -0.65%

━━━━━━━━━━━━━━
Src: Y…

#OOTT #OilMarkets #Commodities #RBOB

Ongoing slowdown in crude production growth in Lower 48

US crude production excluding offshore and Alaska and y/y production growth in mbpd (EIA) #oott

US crude production and y/y production growth in mbpd (EIA) #oott

About 19.9 million b/d of oil crossed the Strait of Hormuz before the war. Pipelines around it had only ~3.5 million b/d of spare capacity (IEA, low estimate), leaving ~16.4 million b/d with no alternative route. #Hormuz #OOTT

https://strategicenergymap.org/charts/hormuz-bypass/

#US DoE #Crude #Oil Inventories (W/W) 25-Sep: +922K (est -710K; prev +2.969M)
- Distillate: -2.251M (est +75K; prev -428K)
- Cushing: +553K (prev +2.266M)
- #Gasoline: -1.684M (est -1.000M; prev -1.686K)
- Refinery: -1.5% (est -0.3%; prev -2.8%)

#Oott

eia.gov

Charts on US petroleum inventories in million barrels - EIA #oott

Weekly implied US crude oil exports in mbpd
EIA #oott

Implied oil demand (product supplied) in mbpd - EIA #oott

Implied gasoline demand (product supplied) in mbpd - EIA #oott

Implied jet fuel demand (product supplied) in mbpd - EIA #oott