Tag: Strait of Hormuz

Iran Strikes UAE’s Key Hormuz Bypass: Fujairah Terminal Under Fire as One Major Pipeline Route Goes Down — Saudi’s 7M bpd Red Sea Lifeline Now at Risk from Houthis

Clark Savage10

In a dramatic escalation of the Iran conflict, Iranian drone strikes have repeatedly hammered the UAE’s Fujairah oil terminal — the critical endpoint of the Abu Dhabi Crude Oil Pipeline (ADCOP, also known as Habshan–Fujairah). This pipeline was one of the region’s primary bypass routes around the now-blocked Strait of Hormuz. Multiple attacks in mid-March […]

Continue Reading

What are the potential timelines for energy disruptions from the Strait of Hormuz

Clark Savage35

The Strait of Hormuz remains effectively closed amid the ongoing U.S.-Israel conflict with Iran, halting nearly all tanker traffic through the critical chokepoint that normally carries about 20% of global oil and LNG trade, along with roughly 5 million barrels per day (mbd) of refined petroleum products. JP Morgan Commodities Research has modeled the ripple […]

Continue Reading

Oil and LNG Market Seaborne Buffer Runs Low and Iran War Drags On – The world is still pumping oil, just not as much as we need.

Clark Savage11

The Iran war, now stretching into its third week with the Strait of Hormuz effectively closed since early March 2026, has delivered the largest oil supply disruption in history. Gulf producers have slashed output by at least 10 million barrels per day (mb/d), but the global shortfall is “only” 8–10 mb/d thanks to pre-positioned floating […]

Continue Reading

Diesel, Water and Fertilizer Are on the Front Lines of the News: Global Supply Strains Trigger Fuel and Food Security Alarms

Clark Savage15

As the world grapples with escalating tensions in the Middle East, diesel and fertilizer markets are buckling under unprecedented pressure. A fresh crisis is unfolding in real time, with farmers on the front lines and consumers set to feel the ripple effects at the pump and the grocery store. Australia’s unfolding fuel emergency offers a […]

Continue Reading

If the Strait of Hormuz is Shipping Oil and Kharg Island is Still Operational, Are We Really in an Oil Crisis Yet?

Clark Savage8

In the midst of escalating tensions in the Middle East, with U.S. and Israeli strikes on Iran and retaliatory actions disrupting global energy flows, the question looms large: Are we truly in the throes of an oil crisis? As of March 15, 2026, the Strait of Hormuz—a vital chokepoint carrying roughly 20% of the world\’s […]

Continue Reading