Supply Chain Research

Indian Oil may switch away from American oil if Iran nuclear deal proceeds

May 21, 2021

An agreement to restart the JCPOA nuclear deal with Iran may reopen the potential for the renewed Iranian oil sales. Buyers in India and Europe have already reportedly started preparations. Iran’s plans to export from the Jask terminal on the Gulf of Oman coast will also make it one of the few... Read more →

Trump’s oil aims may not mean U.S. imports shoot downward

April 23, 2020

The most recent collapse in crude oil prices has been driven by an emerging lack of storage for oil in the face of slumping demand. There are several options for limiting U.S. imports and mitigating the impact on U.S. oil drillers. President Donald Trump has called for the Treasury and Energy ... Read more →

Hormuz Hazard Hangs Over Hindustan, Chennai Oil Imports

July 22, 2019

The risk to oil shipping disruptions through the Straits of Hormuz has risen after the Iranian National Guard seized a British tanker. A full scale conflict isn’t needed to interrupt exports from countries “inside” the Straits – Iraq, Kuwait, Qatar, Saudi Arabia and the UAE – when interdiction... Read more →

Almarai, Shin Etsu Exposed to Hormuz as Trump’s Sanctions Widen

June 25, 2019

A further extension of sanctions against the Iranian government by the administration of President Donald Trump has followed a series of attacks on shipping around the Straits of Hormuz. While much of the focus has been on oil shipping, a 24.9% surge in container shipping rates to the region f... Read more →

Marathon Faces Race for Replacement Oil if Hormuz Straits Close

April 23, 2019

The Iranian National Guard has threatened to close the Straits of Hormuz in response to the U.S. removal of waivers for exports for Iranian crude oil. The U.S. military has indicated that it may respond, raising risks for hydrocarbon trade running through the Straits. U.S. exporters of LNG inc... Read more →

Iraq’s Drought Pain Provides New Market Opportunity for American Grain

January 22, 2018