We’re only two days into the US-Iran war and we just hosted a webinar on the impact to the Strait of Hormuz, OPEC’s response, and what it all means for markets. We’ll be tracking flows, disruptions, and price signals in real time on #Kpler Terminal. Watch the full webinar here:https://lnkd.in/ek3iHfmP ...

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The Strait of Hormuz remains one of the most underpriced risks in the energy market.In yesterday’s Kpler webinar with Reid I'Anson, Amena Bakr, and Michelle Brouhard, we discussed who is actually lifting crude out of the Middle East — and the downstream implications deserve more attention.Asia carries most of the exposure.India and China remain the largest buyers of crude moving through the Strait. But crude is only part of the story.Up to 25–30% of Europe’s jet fuel supply transits Hormuz.A sig ...

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On yesterday’s Kpler webinar, we discussed OPEC+’s latest decision — and why it reflects careful calibration rather than hesitation.The market was already volatile. With heightened regional tensions and the possibility of broader disruption, the group is navigating a highly sensitive backdrop.Spare capacity is central to the strategy.OPEC+ holds roughly 3.5 million bpd in spare capacity — a meaningful buffer, but not unlimited. In an environment where supply outages are a real risk, preserving f ...

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