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[BUSINESS] · Saudi Arabia, Iran, Oman, United States · 4 sources

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Part of situation: Energy volatility amid Middle East tensions and supply shift (17 clusters)

Middle East oil exports return to pre-conflict levels

Middle East oil exports Strait of Hormuz crude oil supply diesel shortage Kpler data

Middle East crude oil exports have seen a significant recovery, reaching levels between 19.5 and 22.5 million barrels per day by late September, according to data from Kpler. This marks a return toward pre-conflict averages.

In the Strait of Hormuz, daily crude volumes have surged, with recent weekly averages exceeding 14 million barrels per day—a more than 210% increase from the lows seen in March. Additionally, liquefied natural gas (LNG) shipments through the strait reached their highest levels since February 2016.

While oil supply is stabilizing, analysts warn of a critical shortage in refinery capacity to convert crude into diesel. This capacity gap is noted in the United States, Europe, Russia, and parts of the Middle East. To mitigate maritime risks, the US Navy is reportedly supervising a safe navigation corridor near the coast of Oman, allowing tankers to bypass certain tensions in the Gulf.

Entities

Bab al-Mandab · Houthi · Iran · Kpler · Middle East · Saudi Arabia · Strait of Hormuz · US Navy

Claims

What the coverage asserts, and how many sources carry each claim.

  • [○ 1 SOURCE] Strait of Hormuz volumes increased by over 210% compared to the March average of 4.5 million barrels per day. www.analisidifesa.it
  • [○ 1 SOURCE] LNG shipments via the Strait of Hormuz reached their highest level since February 2016 in September. www.lapresse.tn
  • [○ 1 SOURCE] Middle East oil exports have returned to levels seen before the conflict. blisty.cz
  • [○ 1 SOURCE] Average daily crude volumes through the Strait of Hormuz exceeded 14 million barrels in the last week of September. www.analisidifesa.it
  • [○ 1 SOURCE] Middle East oil exports in September averaged at least 16.5 million barrels per day. www.analisidifesa.it
  • [○ 1 SOURCE] The US Navy is supervising a safe maritime corridor near the coast of Oman to facilitate oil transfers. www.analisidifesa.it
  • [○ 1 SOURCE] Middle East crude oil exports reached between 19.5 and 22.5 million barrels per day in late September. www.lapresse.tn
  • [○ 1 SOURCE] A shortage of refinery capacity to convert crude into diesel remains a critical issue in Europe, the US, Russia, and the Middle East. www.infokuryr.cz

Sources

Miroslav Šafář: Tak jak si stojíme s dodávkou uhlovodíků dnes? [www.infokuryr.cz]
Vývoz ropy z Blízkého východu se vrátil na předválečnou úroveň | 9. 10. 2026 | Britské listy [blisty.cz]
La “formula magica” con cui l’Iran condiziona gli USA e i mercati [www.analisidifesa.it]
Kiosque international [www.lapresse.tn]