Crude oil exports through the Strait of Hormuz have largely recovered to levels recorded before the Iran war, despite continued security concerns and disruptions to regional energy infrastructure.
Data compiled by trade intelligence firm Kpler showed that about 16.5 million barrels per day (bpd) of crude left the Middle East in September, roughly matching pre-war levels when Iranian exports are excluded. The figure represents a significant recovery from the 10.5 million bpd recorded in March, when the conflict caused major disruptions to oil shipments.
The recovery has been supported by changes in shipping arrangements, increased use of alternative pipelines and ship-to-ship transfers, as well as heightened security measures for vessels operating in the region. Industry analysts said these measures have allowed producers and exporters to maintain crude flows despite continued risks around the strategic waterway.
However, refined petroleum products have not recovered at the same pace. Diesel and other fuel shipments through the region remain significantly below pre-war levels, with refinery damage and continued security risks limiting supplies.
Global oil prices have also remained elevated despite the recovery in crude exports. Brent crude was trading around $100 a barrel on Friday, reflecting continued concerns over the security situation, supply disruptions and the possibility of renewed escalation in the Middle East.
