Hormuz
Discussion focused on whether Hormuz flows are genuinely recovering, how much oil is moving, and whether the data are being selectively presented. Rory Johnston estimated petroleum flows at roughly 8 MMbpd in early September, while later reports cited materially higher readings, but he continued to argue that daily figures and rerouting obscure the underlying shortfall 531618. Several commentators said the barrels still reaching market are exceptionally expensive because of ship-to-ship transfers, discounts and war-risk costs, so higher flows have not restored normal supply or relieved fuel tightness 11194. The main geopolitical storyline was a potential phased reopening negotiated between Iran and the United States, with disagreement over Iran’s leverage, the durability of reopening, and whether Hormuz or other disruptions are chiefly responsible for high prices 172022244850.
Where the voices land
All voices 1 voice1 improving
Improving
- RJRory JohnstonImproving Johnston sees current Hormuz petroleum flows around 8 MMbpd, with the level expected to be revised higher to roughly that same level. “the current level lower but expected to be revised higher to roughly that same level” Open the post Re: the ongoing debate about how much oil is get… · 4 Sept
1 improving
Also asked
Risk 1 voice← rising · easing →1 rising
Risk rising sharply
- RJRory JohnstonRisk rising sharply The cost of getting barrels out of Hormuz is very high, at $30-40+/bbl excluding US military costs. “the cost of getting those barrels out is *very* high ($30-40+/bbl, excluding the cost of the US military)” Open the post I continue to stress that while a lot of oil is … · 25 Sept
Policy 1 voice← against · for →1 for
For
- ABAmena BakrFor Bakr says more must be done to restore flows through Hormuz. “More needs to be done to restore flows via Hormuz and Bab el Mandeb.” Open the post Don’t underestimate Aramco’s ability to restore … · 16 Sept
Mentions
69 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Anas Alhajji 20 mentions
- Rory Johnston 16 mentions
- Walter Bloomberg 9 mentions
- Amena Bakr 6 mentions
- Michael Every 3 mentions
- Gary Bohm 2 mentions
- Evan 2 mentions
- Arnaud Bertrand 1 mention
See what your own voices say about Hormuz, every morning.
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