Publier
ARRIWYKS
#OilFlowsRecover
*Oil flow recovery this week — short summary:*
*What happened:*
- *September rebound was real:* Gulf crude exports *+4.4 mb/d to 13.9 mb/d* in Sep — *>75% of pre-war*. Hormuz total flows *+3.7 mb/d to 10.9 mb/d* (ship-to-ship transfers + East-West pipeline). IEA says global supply 102.3 mb/d in Sep.
- *This week crashed again:* Oct 7 Hormuz flows dropped to *2.72 mb/d from 12.26 mb/d* on Oct 4 due to Houthi attacks. Weekend attacks on Saudi airport + oil facilities.
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Tendances du marché
1#OctFOMCDecisionThisWeek
2#SKhynixQ3HBM4Earnings
3#OilFlowsRecover
