조반니 스타우노보
@staunovo · 에너지, 경제 및 해운
조반니 스타우노보는 석유시장을 전문으로 하는 원자재 분석가입니다.
호르무즈 해협에서 유조선이 기뢰에 부딪혔다 - IRGC, Fars #oott
영어에서 번역됨Conflict in the Middle East has reduced China's liquefied natural gas supply by 1.25 million to 1.5 million metric tons per month, PetroChina's chief executive Luo Yizhou said on Monday. The impact has been limited, with the cut amounting to about 5% of China's total gas consumption, Luo said at an industry forum in Bangkok. #oott https://t.co/0hy7K9iEmb
UKMTO has received a report of two vessels involved in an incident 4NM west of Khasab Oman. The Master of the vessel reports seeing four unknown projectiles hit two unknown vessels causing a fire on one vessel and unsure of the status of the second vessel, 6NM north of his position. Authorities are investigating.
US slaps new sanctions on networks aiding Iran's proxies in Middle East https://t.co/QkryB9IWVk
Hezbollah underground infrastructure destroyed in southern Lebanon, Israel says https://t.co/XoveRgxPEK
Houthis say Red Sea, Bab el-Mandeb navigation safe and operating normally https://t.co/zcOTXL7kAQ
Oil-product exports through the Strait of Hormuz are slowly recovering, but the pace hasn’t been enough to prevent a surge in fuel prices that is squeezing consumers around the world. The region is currently shipping at least 1 million barrels a day of oil products through the contested waterway, according to Vitol Group Chief Executive Officer Russell Hardy and a number of other traders at a conference in Singapore this week. Data from tanker-tracking agency Vortexa show similar levels, compared with about 4 million barrels a day of prewar shipments, excluding liquefied petroleum gas. #oott https://t.co/ZIpOU7PBx3
Saudi Arabia told OPEC: supply to the market was 7.122mbpd in August vs 7.417mbpd in 2026, production was 6.238mbpd in August vs 8.135mbpd in July #oott
#OPEC September oil market report oil demand growth in mbpd 2026 cut from 0.58 to 0.38 2027 raised from 2.16 to 2.36 non-OPEC+ supply growth in mbpd 2026 unchanged at 0.64 2027 unchanged at 0.62 OPEC+ crude production rose by 0.297mbpd m/m to 38.055mbpd in August based on secondary sources #oott
IAEA sees evidence of activity ba Iran's Pickaxe mountain
Yemen’s Houthis close in on stranglehold over strategic Bab el-Mandeb Strait https://t.co/bHFpzqzT9W
U.N. nuclear watchdog resolution "will not bring any results," Iran says https://t.co/UianweLu0b
President Trump said Iran is desperate to affect the midterm elections and mused Wednesday before heading to Texas that the war would end right afterward. "I think the war will end immediately after the election, because they can't hold out any longer," the president told reporters. "They're desperate to try and affect the election so we can get a nice, weak group of people in there and leave them alone and let them have their nuclear weapon." "All they want is a nuclear weapon and if they had a nuclear weapon the whole world is in deep trouble," he said. https://t.co/iGkrCzH6LX
UKMTO has received a report of an incident 28NM south-east of Al-Faw, Iraq. The Master of a tanker has reported being struck by an unknown projectile. Crew are reported safe and there is no environmental impact reported at this time.
#China’s private oil refiners may cut processing runs in the coming weeks as traditional sources of crude supply become scarcer and costs surge, potentially hurting demand in the biggest importer. Teapots — as the companies are known — face a twin challenge, with shipments from both Iran and Venezuela under pressure because of a US naval blockade against Tehran’s ports, and redirection of flows from the South American producer following Washington’s intervention. At the same time, crude futures have been rallying, with Brent on the crest of hitting $100 a barrel. #oott https://t.co/UtN0fm0BAG
Pakistan is poised to receive much-needed deliveries of liquefied natural gas, with one vessel of Qatari fuel having passed through the Strait of Hormuz and another set to follow. https://t.co/ZGLwARck0q
Iran’s military claimed that it captured an underwater drone from US forces amid ongoing tensions in the Strait of Hormuz, but the US dismissed the sea drone as “defective and malfunctioning” https://t.co/sht8MRO2Pv
Treasury Grounds Iranian Airlines with Sweeping Sanctions Action https://t.co/GBulATiEKx
Russian Foreign Minister: Russia will coordinate its approach with Saudi Arabia within OPEC+ #oott https://t.co/mB4VsIYelz
#Iraq is negotiating with a consortium of United States and Qatari companies over the proposed Basra-Baniyas oil pipeline, Iraq's oil minister said on Tuesday. The minister added that Baghdad remained committed to its OPEC production quota and would not exceed output of 4.2 million barrels per day. #oott https://t.co/qgXxqIS6Li
Saudi Arabia's Foreign Minister Faisal bin Farhan said on Tuesday that cooperation with Russia, a fellow member of the OPEC+ alliance, had proved important in supporting global energy markets. "Saudi Arabian and Russian cooperation includes a spectrum of political and economic sectors, which proved to be important for supporting global energy markets," he said during a trip to Moscow. https://t.co/Kypxy2AMpt
Iran’s President Says Tehran to Resist Until ‘Aggressors Are Regretful’ https://t.co/gBxWJhWUtk
#Iraq will soon announce opportunities to develop and build oil refineries and invite companies and investors to compete for them, its oil minister said on the sidelines of an oil and gas conference in Baghdad on Tuesday, without providing a timeline. #oott https://t.co/6Q34y4g0NE
Several energy sector facilities and installations targeted in the southern region of the Kingdom An official source at the Ministry of Energy stated that several energy sector facilities and installations in the southern region of the Kingdom were targeted this morning, Tuesday, September 8, 2026. The relevant authorities have begun addressing the situation and taking the necessary measures. The source explained that the attacks caused fires at several locations, leading to a temporary halt in some operations. Specialized field teams have begun containing the fires, securing the sites, and assessing the damage. The source added that the attacks resulted in injuries of varying severity to a number of citizens and residents. The injured are receiving the necessary medical care, and assessment and follow-up operations are ongoing. The source confirmed that the relevant authorities are continuing to address the repercussions of the attacks and are taking the necessary measures to ensure the safety of facilities and personnel and the continuity of operations according to approved operational plans #oott
Global diesel supply will remain tight due to a lack of spare refining capacity, Russia's ban on exports and the approach of peak winter demand, senior industry executives said on Tuesday. The wars in Ukraine and Iran have impacted refineries in Russia and the Middle East, pushing diesel margins to record levels in Europe and the U.S., while reducing crude supplies to Asia. "There's really a shortage of products because we're missing 2 million barrels a day from Russia, and we're missing nearly 2 million barrels a day from the Middle East," Vitol CEO Russell Hardy told the APPEC conference on Tuesday. Hardy said crude is in a better supply position than products as the Middle East is exporting about 9 million bpd of crude and 1 million bpd of products. "We're still not running enough refining capacity to prevent those draws," he said. "We keep eating into the surplus that exists around the world, and we're pretty much at the bottom of our stockpiles." #oott https://t.co/a3HeZFPV8C
연결된 기사
- Four Projectiles Strike Two Vessels Near Strait of Hormuz
- U.S. Sanctions Networks Enabling Kata’ib Hezbollah and Lebanese Hezbollah
- IDF Destroys More Than Two Kilometers of Hezbollah Tunnels at Ali al-Taher
- Satellite Analysis Finds Record 2026 Activity at Iran’s Pickaxe Mountain
- IAEA Board Refers Iran to UN Security Council for First Time in 20 Years
- Trump Says Iran War Will End Immediately After U.S. Midterms
- White House Says Iran Naval Blockade and Economic Pressure Remain in Force
- CENTCOM Says Underwater Drone Malfunctioned Before Iran Claimed Capture