Ah, an 8-day table instead of a 7-day.
Not gonna catch me dividing by a smaller number, no-sir-ee.
This JMIC Advisory Note leads off with no fewer than 8 ship incidents, 5 of which were U.S. CENTCOM disabling actions.
For the tanker table please go here:
Joint Maritime Information Center Update 095 JMIC Advisory Note 10 September
Meanwhile at this hour . . .
WTI $102.87
BRENT $108.16
USA GASOLINE $4.27
WTI: $92.95
BRENT: $97.61
GASOLINE USA: $4.09
WTI: $91
BRENT: $96
GASOLINE USA: $4.12
WTI: $89
BRENT: $94
GASOLINE USA: $4.09
WTI: $85
BRENT: $90
GASOLINE USA: $4.03
https://www.ukmto.org/-/media/ukmto/products/update-089-jmic-advisory-note-25-august.pdf?rev=2ead1ce051fa4c21be1cc8daf7925ef4
JMIC UPDATE 086:
... IRGC attacks, hailing, and routing pressure continue, particularly for AIS-on vessels [in the Strait of Hormuz]. ... Vessels stationary for extended periods, or maintaining AIS-on while static, may still face elevated targeting risk [in the Arabian Gulf]. ... AIS-off operations at Yanbu remain the established norm. The AIS-off berth and waiting-area posture has been sustained without interruption for six weeks. ... AIS-off operations at Yanbu berths, waiting areas and approaches are highly likely to remain elevated. ...
Most of this oil is now going to Europe and the U.S. instead of Asia because of the extra time and shipping cost for going around Africa.
The UAE is now in the catbird seat for shipping oil to Asia, at least until Iran decides to attack Fujairah.
Saudi Arabia ramps up oil exports through Mediterranean pipeline to avoid attacks in Red Sea
... Oil exports from Egypt’s Mediterranean port of Sidi Kerir have more than doubled to about 2.3 million barrels per day in August compared to around 1 million bpd last month, according to data provided by the trade intelligence firm Kpler. The majority of those exports are Saudi crude, said Matt Smith, director of commodity research at Kpler. ...
Saudi exports from Yanbu through the Bab el-Mandeb Strait were down nearly 90% to 1.3 million barrels during the week of Aug. 3, compared with 11 million barrels for the week of July 20 when the Houthis declared the embargo, according to Kpler data. ...
It appears that there is nothing extra coming out of the Red Sea anymore, diverted by Saudi Arabia west to Yanbu.
UAE moved 0.95 mbpd through Hormuz in July 2026, but 2.28 mbpd out of Fujairah which doesn't go through Hormuz, which would be in addition to the now ~6 million through Hormuz, yielding 8.28 mbpd approximately, as we speak.
That's 62% off the pre-war level of ~22 mbpd out of the Middle East.
Trump not vanquishing the Houthis in 2025 is America's chickens comin' home to roost.
BAM dropped off to just 6.75/day after July 30 from 14.3/day before.
SoH normal 2022: 70.0/day
BAM normal 2022: 30.0/day
I find the Traffic Trends claim in JMIC Update 078 for BAM REALLY difficult to believe.
Combined cargo and tankers in the tables averages 35 per day on July 28 and July 29 compared with baseline 60.
Baseline tankers alone would be 30 per day, instead they're showing 13 per day average for the two days, 10.7 per day over the seven days.
The claim is that vessels are running dark.
But the Saudis are loading NOTHING at Ras Tanura in the Persian Gulf, where there is also oil in the water in satellite photography, and the Houthis droned Saudi oil infrastructure to Yanbu in the Red Sea on Monday.
Meanwhile somebody droned two gas vessels at the Egyptian port of Damietta on The Med on Wednesday, clearly meant to signal that the Suez option's days may be numbered.
The oil business is a confidence game, and the authorities have a vested interest in maintaining it to prevent public panic.
Gasoline is now $4.49/gallon where I live.
