Strait Shock: 17 Million Barrels Missing from Global Supply
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Strait Shock: 17 Million Barrels Missing from Global Supply
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概要
Four weeks into the Strait closure, global oil markets are tightening fast.
In this episode, Pamela Munger, Head of Market Analysis EMEA, and David Wech, Chief Economist, unpack a supply disruption nearing 17 million barrels per day, with the final buffer of Russian crude expected to run out within weeks.
We explore a market increasingly split in two. The Atlantic Basin remains long on supply, while the Pacific Basin faces acute shortages, particularly of medium and heavy sour crude. Yet futures markets continue to reflect Atlantic dynamics, masking the true extent of the imbalance.
The conversation also looks at how South American producers may step in to fill the gap, and why refined product flows are proving more resilient, with record loadings from the Atlantic.
What happens next will depend on how quickly supply can rebalance—and where the next barrels come from.