Showing posts with label Kpler. Show all posts
Showing posts with label Kpler. Show all posts

Friday, June 5, 2026

The increase in Saudi oil exports through the Bab-el-Mandeb Strait in April 2026 came to about 3.3 million barrels per day according to Kpler

  Iran’s threats against this Red Sea choke point are a big vulnerability for the oil market

 ... Oil and product exports through the Bab el-Mandeb nearly doubled to 7.2 million barrels per day in April compared with 3.9 million bpd in February before the U.S. and Israel attacked Iran, according to data provided by Kpler. 

The interactive chart by Kpler in the story is a shipwreck.

The data is in millions of barrels per day passing through, as explained in the story. Unfortunately you don't see "million" anywhere in the chart. 

What you see is 5.2B, 7.7B, 2.9B, etc., which could easily be misinterpreted as either "barrels" or "billion".

The proper designation should be MMb/d or perhaps MMB/D in the chart, but maybe just leave that out entirely next time because it's already too busy and just put "million" in the subtitle before "barrels" and leave it 5.2, 7.7, 2.9, etc. in the chart.

 


 

Saturday, April 18, 2026

Buffoon says what?


 

Trump says U.S. has ‘good news’ on Iran as Tehran says the Strait of Hormuz is closed again

... Ghalibaf, quickly disputed Trump’s claim that Tehran had cleared the strait for transit.

“With the continuation of the blockade, the Strait of Hormuz will not remain open,” Ghalibaf wrote in a translated X post.

Indeed, video footage from ship tracking firm Kpler shows a number of tankers and cargo ships did try to exit the waterway on Friday, but turned back.

 “They’ve clearly not been given approval to pass through,” Matt Smith, director of commodity research at Kpler, told CNBC. ...

Monday, March 30, 2026

Strategic victory for Iran (and China): Iranian control of the Strait of Hormuz is the primary result of the U.S.-Israeli war on Iran so far

... So far in March, the first full month of war, barely six vessels per day on average have traversed the narrow waterway connecting the Persian Gulf to the world, in either direction. That compares with about 135 a day in normal times, according to ship-tracking data compiled by Bloomberg.

Over that time, 80% of the small number of oil tankers exiting the strait have been Iranian — or belong to countries with which it is on cordial terms, the figures show. ...

Out of the 110 individual ships that left the gulf this month, more than 36% were sanctioned Iranian ships or part of the so-called dark fleet serving Tehran, data compiled by Bloomberg show. For oil tankers, 21 out of 35 that have exited had direct Iranian ties — but most of the remainder went to nations with whom Tehran has a friendly relationship. 

Until this war, one long-held assumption around Hormuz was that Iran would never attempt to close the strait, for fear of risking its own exports, a vital economic lifeline. In fact, ship-tracking data suggest that Tehran’s oil has continued to flow — almost entirely to China — even as other ships are stranded and producers in the region have been left scrambling for alternatives or forced to stop producing as storage fills up.

Iran exported roughly 1.8 million barrels a day this month, a nearly 8% increase from its average over 2025, according to figures from data intelligence firm Kpler as of March 26. That likely facilitated hundreds of millions of dollars of oil revenue for Tehran, a Bloomberg News analysis shows. ...

More



Wednesday, March 11, 2026

Iran attacks vessels in the Persian Gulf but ships its own oil to China, threatens to mine the Strait of Hormuz as U.S. littoral combat ships prove inadequate as replacements for legacy minesweepers decommissioned last year

... The UKMTO said it had received 17 reports of incidents affecting vessels operating in and around the Persian Gulf, Strait of Hormuz and Gulf of Oman between Feb. 28, when the war began, and March 11. These include 13 attack reports and four reports of suspicious activity. ...

Iran sends millions of oil barrels to China through Strait of Hormuz even as war chokes the waterway  

... Iran has sent at least 11.7 million barrels of crude oil through the Strait of Hormuz since the war began on Feb. 28, all of which were headed to China, Samir Madani, co-founder of TankerTrackers, told CNBC on Tuesday.

The firm monitors vessel movements with satellite imagery, allowing it to capture vessels that would otherwise go undetected if their tracking systems are switched off. Many vessels have “gone dark” after Tehran threatened to attack any vessel attempting to pass through the waterway. ...

Over the years, China has built up large crude stockpiles, accumulating an estimated 1.2 billion barrels of inventory as of January, which could fulfill demand for 3 to 4 months, according to Atlantic Council. ...

U.S. forces sink 16 Iranian minelayers as reports say Tehran is mining the Strait of Hormuz 

... A CNN report Tuesday said that Iran had started laying mines in the Strait of Hormuz, albeit not extensively. Sources that CNN spoke to said only a “few dozen” had been laid in recent days.

The report also said that Iran still retains more than 80% of its small boats and minelayers, and could feasibly lay hundreds of mines in the waterway.  

Located between Oman and Iran, the strait saw roughly 13 million barrels of crude per day passing through it in 2025, representing about 31% of all seaborne crude flows, according to energy consulting firm Kpler. ...

CBS News, which reported that Iran “may be getting ready” to deploy naval mines, said the country was using smaller crafts that can carry two to three mines each to lay them in the strait. While Iran’s mine stock isn’t publicly known, estimates over the years have ranged from roughly 2,000 to 6,000 naval mines, the report said. ...

... the U.S. had decommissioned four Avenger-class minesweepers that were stationed in Bahrain in late 2025.

The replacement vessels for the Avenger-class, the Independence-class littoral combat ships, have “struggled to meet the requirements of operational mine countermeasures missions,” according to global naval publication Naval News.