Global Oil and Gas Hormuz tracker: day 96
Report Coverage
- Broker
- UBS
- Region
- Middle East (Saudi Arabia, UAE, Iran, Iraq, Qatar, Kuwait)
- Sector
- Transportation, Fossil Energy
- Report Type
- Market Report
- Primary Focus
- Hormuz disruption & infrastructure strikes
Report Summary
Daily tracker on day 96 of Hormuz disruption. Oil prices pulled back amid limited newsflow. Only 5 tankers crossed vs ~50/day pre-conflict. Bypass routes via Yanbu and Fujairah compensating with volumes spiking to ~11Mb/d. Extensive energy infrastructure strikes documented.
Key Takeaways
- Only 5 tankers transited vs ~50/day February average
- Bypass export volumes surging: Yanbu ~4.5Mb/d, combined 6.4Mb/d weekly average approaching 6.5Mb/d capacity
- Iranian crude loadings near zero in June
- QatarEnergy LNG facilities hit (17% of Qatar's capacity, ~$20bn annual revenue loss)
- Attacks on Saudi Aramco refineries, Shell Pearl GTL, BP North Rumaila
Why This Report Matters
Escalating infrastructure strikes on major energy assets including QatarEnergy LNG and Saudi Aramco refineries represent a dangerous expansion of the conflict, with long-term supply implications far beyond the Strait of Hormuz itself.
Topics Covered
Companies Mentioned
Who this summary is for
This summary is for users researching the UBS Global Oil and Gas Hormuz tracker report. It helps users review Global Oil and Gas Hormuz tracker: day 96 coverage, key takeaways, and related broker or sector research paths across Strait of Hormuz, Energy infrastructure strikes, Crude loadings; Saudi Aramco, QatarEnergy.
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