Updated
Updated · CNBC · Aug 13
Oil Falls as Wright Says Hormuz Exports Near 9 Million Bpd
Updated
Updated · CNBC · Aug 13

Oil Falls as Wright Says Hormuz Exports Near 9 Million Bpd

3 articles · Updated · CNBC · Aug 13

Summary

  • U.S. crude settled at $81.25 a barrel and Brent at $87.07 after Energy Secretary Chris Wright said Strait of Hormuz exports are running near a seven-day average of 9 million bpd.
  • Wright said Gulf exports reach about 15 million bpd including pipelines and argued private trackers miss covert ship movements, a claim far above TD Securities' roughly 5 million bpd estimate.
  • That supply signal eased prices even though crude is still up about 4% this week, with a Washington-Tehran deal to increase traffic through Hormuz still not in place.
  • The market backdrop remains fragile: the IEA expects 2026 oil demand to fall 1.6 million bpd, while July supply was 6.3 million bpd below a year earlier with 8.3 million bpd of Gulf output shut in.
  • Attacks on ships in the Gulf of Oman and Red Sea, a reported Houthi drone strike on Saudi Arabia's Jizan region, and U.S.-Iran claims over who controls Hormuz keep traders wary of political signals.

Insights

Why are oil prices falling even as Hormuz stays disrupted and a massive Oman spill threatens supply and wildlife?
If Hormuz reopens, what hidden barriers could still keep oil markets tight and shipping dangerously unstable?
Could the Oman tanker spill become the real long-term shock—hitting ecosystems, insurers, and oil flows harder than traders expect?