Insights: Iran's export floor disappears and China's crude shift as freight surges

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18 September 2026             Insights Newsletter              
In this newsletter, we cover Iran's export floor disappearing as loadings fall to 210kbd and China's crude buying shift as freight surges.           Iran’s export floor disappears as crude falls to 210kbd              Chart image (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkVN02iWFFjNnYisu20P9UTF-Vp4JrGh18MjmwiW88I4CGYT_gBb0ltHD7MEMu_VGa3K3nAFU=)        
Iran crude oil exports (mbd) (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkVN02iXb4VOT5JRacpBCz2TSLiPPqjJFaAq4NliJWnUcYy5O6d6EQz8fj399RvBJqNEMs08c=)         
Iranian crude loadings have collapsed to 210kbd as the Hormuz blockade disrupts exports, tanker circulation and China’s replacement barrel economics.     
 Read analysis → (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkVN02iWFFjNnYisu20P9UTF-Vp4JrGh18MjmwiW88I4CGYT_gBb0ltHD7MEMu_VGa3K3nAFU=)                                China’s crude purchase priority in a highfreight environment               Chart image (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkVN02iV45bzmAdYLBM_iGEvGZHnfU5vPYU7EAS7YDTN8y6s9j_9teyJ5L6jADotFcOl9hY6I=)        
Middle East crude going through STS east of Hormuz, by origin (left) (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkVN02iQM93obqHErDgCjwGihJIBVDuz1wixbEOgbOdRb5FIXykVRE7UogXuTUCY3Fku02XBE=)  vs. destination (right) (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkVN02icgev0pqqJ_OLOw56VtE2_UbGBAdko_e8Hems9Lyj1qHzUPlvH7VevkrIaCbrBVmU60=)  (bd)         
When freight rates surge more dramatically than oil, controlling freight costs becomes increasingly important to refiners’ overall feedstock economics.     
 Read analysis → (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkVN02iV45bzmAdYLBM_iGEvGZHnfU5vPYU7EAS7YDTN8y6s9j_9teyJ5L6jADotFcOl9hY6I=)                                MORE UPDATES               Special report cover (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkVN02iZ5ageVGvOMCXFxvRclWC-PaS1x0nFu8KxEgQ575e1FF8tnobGAlXLnllx8Zkch01b4=)       
LNG Market Spotlight Spot price spike gives European and Asian LNG buyers early taste of winter vulnerabilities     
The upcoming winter LNG demand season is looming across Asia and Europe, with Middle East supply no closer to recovery.     
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18 September 2026 · 19:00 UTC