『Gulf Oil Exports and the Buffer Crisis: What You Need to Know』のカバーアート

Gulf Oil Exports and the Buffer Crisis: What You Need to Know

Gulf Oil Exports and the Buffer Crisis: What You Need to Know

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Gulf oil exports are back to 81% of their pre-war level. Refined fuels, the part that includes diesel, are at 60%. Here is what paid for the recovery, why the G7's 100 million barrel headline needs a second look, and the one line in the data that says when the buffers start to refill. 00:00 The number 00:21 What this episode covers 00:41 The lens 00:58 The recovery 01:42 What recovered, and what did not 02:08 How the 81% was achieved 02:49 Three buffers 03:02 Buffer 1: emergency reserves 03:35 The second look at the G7 number 04:05 Buffer 2: commercial inventory 05:08 Buffer 3: the workaround 05:29 Why the consensus is incomplete 07:08 The corridor angle: Pacific Link 08:24 What to do 09:19 What to watch 10:12 Before you go SOURCES (EN) 1. Reuters (via Zawya) — Gulf oil flows rise to average 81% of pre-war rate in September, data shows (Oct 6, 2026) — https://www.zawya.com/en/business/oil-gas/gulf-oil-flows-rise-to-average-81-of-pre-war-rate-in-september-data-shows-1510861 2. Al Jazeera — Hormuz ship attacks surge: Are increased oil exports sustainable? (Oct 6, 2026) — https://aljazeera.com/news/2026/10/6/hormuz-ship-attacks-surge-are-increased-oil-exports-sustainable 3. International Energy Agency — Statement by IEA Executive Director on meeting of IEA Member governments on 7 October 2026 (Oct 7, 2026) — https://www.iea.org/news/statement-by-iea-executive-director-on-meeting-of-iea-member-governments-on-7-october-2026 4. International Energy Agency — Update on IEA collective action decision of 11 March 2026 (Mar 15, 2026) — https://www.iea.org/news/update-on-iea-collective-action-decision-of-11-march-2026 5. Al Jazeera — G7 to release 100m oil barrels as Trump hails Europe diesel deal (Oct 2, 2026) — https://aljazeera.com/news/2026/10/2/trump-says-europe-agrees-to-release-massive-amount-diesel-stockpile 6. Reuters (via Khaleej Times) — Replenishing crude, fuel stocks could take 2 years: Saudi Arabia Aramco CEO (Oct 5, 2026) — https://www.khaleejtimes.com/business/markets/replenishing-crude-fuel-stocks-could-take-2-years-saudi-arabia-aramco-ceo 7. U.S. Energy Information Administration — Short-Term Energy Outlook, October 2026 (Oct 6, 2026) — https://www.eia.gov/outlooks/steo/ 8. U.S. Energy Information Administration — Weekly U.S. on-highway diesel retail prices, all types (week of Oct 5, 2026) — https://www.eia.gov/dnav/pet/pet_pri_gnd_a_epd2d_pte_dpgal_w.htm 9. Federal Reserve — Minutes of the Federal Open Market Committee, September 15-16, 2026 (Oct 7, 2026) — https://www.federalreserve.gov/monetarypolicy/fomcminutes20260916.htm 10. Prime Minister of Canada — Prime Minister Carney lists the West Coast Oil Pipeline, now known as Pacific Link, as a project of national interest (Oct 1, 2026) — https://www.pm.gc.ca/en/news/news-releases/2026/10/01/prime-minister-carney-lists-west-coast-oil-pipeline-now-known-pacific 11. BNN Bloomberg — The business case is very strong: Canada designates new west coast pipeline first project of national interest (Oct 1, 2026) — https://www.bnnbloomberg.ca/business/politics/2026/10/01/the-business-case-is-very-strong-canada-designates-new-west-coast-pipeline-first-project-of-national-interest/ The Corridor Brief, free every weekday morning, straight to your inbox: https://brief.josephsoares.com/?ref=podcast Subscribe to the channel: https://www.youtube.com/@corridorintelligence?sub_confirmation=1 Joseph Soares served in Canada's Prime Minister's Office during the 2008 financial crisis and was Chief of Staff in the Senate of Canada during the 2020 pandemic. Leadership Under Fire, out October 20: https://josephsoares.com/book.html?ref=podcast LinkedIn: https://www.linkedin.com/in/soaresjoseph/ X: https://x.com/JosephSoares #CorridorIntelligence #Oil #EnergySecurity #CanadaUS Watch the video: https://youtu.be/DCSEe9J7CxQ

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