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Opinion: Oil’s New Problem Isn’t Supply. It’s Logistics

5 October 2026 at 17:13
Middle East crude exports recently climbed to their highest levels since the start of the Iran war as more Gulf producers resume transit through the Strait of Hormuz – despite the continued threat of Iranian attacks. Yet oil prices remain stubbornly elevated, suggesting logistical problems are proving as disruptive as outright supply losses.

Shadow Fleet Traffic on Northern Sea Route Surges as Arctic Safety Concerns Grow

5 October 2026 at 09:06
The number of shadow-fleet vessels carrying Russian oil and LNG through the Northern Sea Route has surged this summer, according to a new analysis by the Bellona Environmental Transparency Center, raising concerns about the ability to respond to accidents in one of the world's most remote shipping environments.

Middle East Crude Oil Exports Exceed Pre-War Levels But Attacks Increase

5 October 2026 at 02:26
By Florence Tan SINGAPORE, Oct 5 (Reuters) – Crude oil exports from the Middle East rose above pre-war levels in four of the seven days of the final week of September, shipping data showed...
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