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

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

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.
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