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- Urgency level L3 Important NewsCommodities & Resources
EIA: global refinery inputs fell 4.8 million b/d in 2Q26 and rose 1.8 million b/d in 3Q26
On Nov 3, 2026 the U.S. EIA published a Today in Energy analysis using Kpler data that reports global crude oil refinery inputs fell by 4.8 million barrels per day in the second quarter of 2026 and increased by 1.8 million b/d in the third quarter. The EIA attributes the 2Q26 decline in part to disruptions after conflict began in late February and says the 3Q26 increase reflected refiners adjusting to new trade flows.
- Urgency level L3 Important NewsSupply Chain & Logistics
Hormuz commodity-vessel crossings fall to two-month low, but alternate export routes offset crude flows
Kpler data newly reported by Reuters at 03:39 UTC October 8 show just seven commodity vessels crossing the Strait of Hormuz on Tuesday October 6, the fewest since July 23. Wednesday recovered to 10. This quantifies shipping disruption distinct from the previously reported tanker-attack count; alternate export routes remain an important counterweight.
- Urgency level L3 Important NewsEnergy
Middle East crude exports exceed pre-war levels even as Hormuz tanker attacks intensify
Fresh Kpler shipping data reported by Reuters show Middle East crude exports exceeded pre-war levels on four of seven days in the final week of September, while maritime-security reporting simultaneously shows a rising kinetic threat around the Strait of Hormuz.
- Urgency level L2 DowngradedEnergy
Middle East Oil Exports Rebound to War-Era High as Hormuz Flows Recover
Preliminary Kpler data reported September 28 show crude exports from key Middle East producers rebounding to 12.8 million barrels per day in September, the highest since the Iran war began, while shipments through the Strait of Hormuz are set to reach about 7.4 million bpd. The recovery is a material resilience signal even as U.S.-Iran peace talks remain stalled and Brent trades above $100.