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Two weeks to go, Houston! Want a taste of what's coming? Here's a clip from our Innovation Series in Singapore 👇 piped.video/shorts/X7NZqaf3D… Now it's Houston's turn on October 8. Request your spot: vortexa.com/events/vortexa-i…
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⏳ 2 weeks out. Innovation Series NY is October 6th, and seats are going fast! This is where the traders, shippers and analysts moving global energy markets get the insider read on what's next - exclusive market intel, real conversations, zero fluff. Register now and save your spot 👇 vortexa.com/events/vortexa-i…
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Our Chief Economist, David Wech has been everywhere this month 🎙️📺📄 2 podcasts (incl. @Rory_Johnston's Oil Ground Up), 2 TV hits (@AsharqBusiness + CNBC's @PowerLunch), and a special report on the tightening crude market. See the market before it moves. Special report here.👇 vortexa.com/resources/report…
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Diesel exports from the Middle East & Russia are down over 50% y/y, even as crude on the water drops 175M barrels in 4 weeks. "Crude prices & structure appear undervalued, to say the least." Our Chief Economist David Wech on @AsharqBusiness 🎥 asharq.co/mw92h
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Announcing Vortexa's Innovation Series Americas: Analyst insight, AI in action, good company, this October in NY & Houston 🍸 Register now, seats are limited! Cipriani Wall Street, NY — Oct 6 → vortexa.com/events/vortexa-i… Vic & Anthony's, Houston — Oct 8 → vortexa.com/events/vortexa-i…
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Crude on the water just fell faster than it did when the Middle East war started - 175mb gone in 4 weeks, onshore stocks down another 81mb. Most of the market will miss this in the summer lull. Our real-time cargo tracking won't. Vortexa's Chief Economist David Wech breaks down the shortfall building beneath the surface: vortexa.com/resources/report…
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The net crude supply loss from the Strait of Hormuz blockade stands at 9mbd. Despite a supply surge from the Atlantic Basin, replacement barrels remain tight. In our latest crude monthly report, Vortexa’s analysts break down exactly what has shifted: → US Gulf Coast crude exports hit record highs, fuelled by SPR releases → Pipeline rerouting via Yanbu, Fujairah and Ceyhan adds 3.6mbd → Global imports down approximately 10mbd, with Asian buyers hardest hit → Onshore inventories outside China fell 49mb in four weeks → Atlantic Basin to Asia flows cross approximately 7mbd, but cover only 30% of the MEG loss Crude at sea has fallen back to seasonal norms. Onshore stock draws are accelerating. The question now is whether the remaining buffer can hold. Download the full report: ow.ly/EIBv50YSvrN
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Debate continues around how many vessels have transited the US blockade zone, and how those movements should be defined or counted. Vortexa lets clients identify which vessels have attempted to navigate the blockade, cutting through speculation with data you can act on. By aligning specialised data, technology, and industry expertise, we’re helping traders and analysts move from speculation to decision-making. Talk to a specialist about how Vortexa can bring visibility to a rapidly changing geopolitical situation: ow.ly/sVqJ50YNVZX Explore Vortexa Analytics for crude: ow.ly/YpH150YNVZY
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Five things the April High Risk Flows Monitor tells us about March crude movements: 1. High-risk crude reached 17% of global seaborne exports - up ~3pp year-on-year - as Middle East supply tightened under active conflict. 2. Iran exports held at 1.8-1.9 mbd with Asian imports approaching 2 mbd, implying draws on floating supply that may tighten the April spot market. 3. Russian arrivals surged while exports stayed steady - waiver-enabled deliveries helped offset Middle East disruption, with India and select Asian buyers absorbing incremental barrels. 4. Venezuela re-entered licensed trade at a meaningful scale. India imported 200–300 kbd after three near-zero months, and US demand provided additional incremental support for heavy crude. 5. Crude STS share climbed above 40% - the highest opaque routing share in the data set - as shadow fleet reliance deepened alongside the volume increase. The monitor covers all five of these threads with full flow data, freight rate context, and our April outlook. Download the April edition → ow.ly/3qS650YH1YU
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Global crude/condensate held in onshore storage tanks and vessels at sea has been exhausted at a rate of about 10mbd in the first nine days of April. Middle East supply losses explain some of it. But what will come next? With Atlantic Basin replacement supplies still weeks away, the real signal is in the lag between what's on water and what's onshore. Vortexa's onshore inventories dataset provides the facility-level granularity to identify which hubs are genuinely tight versus temporarily full, connecting them to what’s happening on the water, making draws and builds easier to anticipate. Track the barrels from tanker to tank: ow.ly/VRCG50YIjHa
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Fox News. The President of the United States. And a screenshot of the Vortexa platform. Vortexa was featured this week - and moments like this don't happen by accident. They happen because comprehensive information delivers insights with an edge. By tracking over $3.4 trillion in global waterborne trades and 12,800+ vessels globally, Vortexa delivers real-time insights to navigate the energy and freight markets. When the need for real-time data around global oil flows reaches the highest levels of leadership and global office holders, Vortexa is a trusted source fuelling the data behind the headlines. Track these insights & more with Vortexa Energy Flows Analytics: ow.ly/atuF50YI7kg Stay up to date with daily resources for the US-Israel-Iran conflict: ow.ly/l2Mv50YI7kh
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17% of global crude exports in March came from Iran, Russia, or Venezuela. That is up roughly 3 percentage points from 2025 levels - and the shift happened fast. As Middle East supply tightened under active conflict conditions, high-risk barrels stepped in to fill the gap. This is not a marginal story. One in six barrels shipped globally last month came from a sanctioned or high-risk origin. The floating buffer that had cushioned the supply chain for months is now drawing down: oil on water fell toward end-March as Russia and Iran volumes reduced, and arrivals are outpacing departures by 0.5–0.7 mbd - a signal that April stocks could tighten further. For crude traders and risk officers, this is the number to watch. The composition of global seaborne supply is changing, and the infrastructure behind it - shadow fleet routing, STS transfers above 40%, sanctioned vessel activity in Asia - is deepening in parallel. The April 2026 High Risk Flows and Freight Monitor breaks down where every barrel is going, which buyers are absorbing the incremental volumes beyond China, and what the departure-arrival gap means for April balances. Download it → ow.ly/irTm50YH1yM
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Dirty freight rates just hit unprecedented highs. Aframax demand from the US Gulf Coast to Northeast and Southeast Asia is at record levels. Ballast VLCCs are diverting to Yanbu and the Atlantic. And roughly 20% of the VLCC fleet is effectively on standby. Vortexa's March crude monthly report has the full freight analysis → ow.ly/segU50YBrCY
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A nightmare market scenario for Middle East energy market is no longer hypothetical. Direct strikes on Qatari infrastructure on 19 March have triggered a major shift in global gas markets. Damage to two Ras Laffan LNG trains have removed 3% of global LNG output. While a wave of non-Qatari supply is still expected in 2026, the immediate outlook is structurally tighter. An in-depth impact analysis is available in our latest LNG market report: ow.ly/nEuk50Yxv0n
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Watch now: Vortexa analysts explore why LatAm energy supplies matter more than ever and how supply growth and shifting trade flows are putting the region at the centre of global energy markets. A few developments our analysts are closely tracking: → LatAm crude exports are expected to add ~0.5mbd of incremental supply in 2026, helping offset tightening global balances. → Medium-sweet crudes from Brazil and Guyana are attracting stronger demand from Asian refiners as buyers look for alternatives to Middle East supply. → Diesel flows are shifting across the Americas, with Brazil increasing imports of Russian barrels while US cargoes move toward the South American West Coast. → LPG structural demand continues to climb across LatAm with more Argentina surplus coming to the export market to meet growing Brazil demand. → Venezuela remains a key supplier, with flows dynamically rebalancing between compliant and opaque channels as policy evolves. → LNG imports are increasingly pressured by higher global spot prices, while regional demand continues to outpace supply. The full webinar replay is now available to watch on demand: ow.ly/wiar50YwQ0C #EnergyMarkets #OilMarkets #EnergyTrading #CommodityMarkets #LatinAmerica #CrudeOil #LNG #LPG #EnergyAnalytics #Vortexa
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How is the Middle East conflict reshaping LPG trade flows? Our latest LPG monthly report explores the knock-on effects of disruption across the Middle East Gulf, where roughly 30% of regional LPG supply has been impacted. In this edition, we examine: → Why structurally strong demand in India leaves it most exposed to supply disruptions → How returning Chinese ethane buying is supporting US exports → What rising vessel availability in the US Gulf means for freight rates → Why weak petrochemical margins continue to pressure plant operating rates 📥 Download the full report: ow.ly/UUVF50YvRJt #LPG #EnergyMarkets #Petrochemicals #Shipping #EnergyTrading #EnergyInsights
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Much of the market’s attention right now is on developments in the Middle East. At the same time, important shifts continue to unfold across Latin American energy markets as the world looks towards the Americas for replacement barrels. Venezuelan crude is returning to broader markets, Russian diesel into Brazil continues to reshape trade flows, and product demand across the region remains uneven. Tanker positioning and gas supply dynamics are also evolving in ways that could influence regional balances heading into 2026. Join Vortexa’s analysts this Thursday as they walk through what the data is showing across crude, refined products, LPG, and LNG markets in Latin America. 💻 Energy Market Insights Virtual Webinar: LatAm Edition 🗓 March 19, 2026 | ⏰ 9:00 AM CT Register: ow.ly/OjRZ50Yvb5B
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Our latest LNG flows analysis highlights how unprecedented supply uncertainty, and seasonal demand, are shaping global trade patterns. On the supply side: → Qatar and UAE loadings dropped to zero last week, with restart timelines still unclear. → Oman’s exports remain stable despite elevated regional risks. → Russia’s threat to proactively divert LNG away from the EU faces practical obstacles. On the demand side: → Asia is receiving its final pre-force majeure LNG cargoes from Qatar, as the region faces a looming supply deficit. South Asia markets have already been hit hardest. → Europe’s LNG imports dip as the heating season winds down, with attention focused on upcoming gas storage refill. Get the full breakdown of import and export flows, with the exact cargo counts, regional splits, and week‑on‑week shifts, by joining our weekly LNG newsletter: ow.ly/8imb50Yvb4r
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Anywhere Freight Pricing delivers: → Port-to-port pricing across all vessel classes → Unlimited route comparisons → Daily updates with a consistent methodology → Five years of historical context → Visibility into port and canal costs Built for screening, before execution. Bring three routes you struggle to price. We will show them live. ow.ly/JQjN50YrHI8
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Since March 2nd, there have been zero new loadings from Qatar or the UAE. The immediate outlook is tightening: 11 laden carriers are currently stranded west of the Strait of Hormuz. Nevertheless, earlier Qatar loads are still reaching their destinations: over 20 laden vessels remain in transit beyond the chokepoint. The market is trying to adapt. Multiple Atlantic basin cargoes have diverted to Asia in recent days to capture open arbitrage windows, while QatarEnergy is reportedly offering 10 carriers for short-term charter, further highlighting concerns that a prolonged outage lies ahead. Even in nearby Oman, where exports remain stable, escalating insurance risks and shipowner reluctance could create new hurdles. Explore Vortexa LNG analytics: ow.ly/81qb50YrHCP
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