Updated
Updated · Bloomberg · Aug 21
Iranian Oil Available to China Shrinks to 2 Cargoes as US Blockade Chokes Supply
Updated
Updated · Bloomberg · Aug 21

Iranian Oil Available to China Shrinks to 2 Cargoes as US Blockade Chokes Supply

3 articles · Updated · Bloomberg · Aug 21

Summary

  • Only two supertanker cargoes of Iranian crude remain unsold near Singapore, leaving Chinese refiners with rapidly dwindling readily available supply.
  • About 40 million barrels are sitting on vessels in the Singapore ship-to-ship transfer zone, but Kpler said roughly 90% has already been sold.
  • The tightening availability points to the effectiveness of the US blockade of Iranian ports, which is aimed at choking off revenue to Tehran.
  • For Chinese buyers, the squeeze hits a key offshore pool of Iranian crude that has helped feed refiners despite sanctions pressure.

Insights

How will the sudden squeeze on Iranian crude reshape the dangerous grey-zone oil transfers near Singapore?
As US blockades tighten, will China's pivot to alternative crude permanently dismantle Iran's shadow oil economy?