Global LNG supply is linked to the stability of the Strait of Hormuz, with oil loading monitored by Kpler and hints of a shift in the oil cartel involving Iraq.

The entities involved

• Shell →

  British multinational oil and gas company

  • MarketBeat is reporting analyst ratings for Shell and Targa Resources.Mon 16:30
  • EY reported that major oil companies like TotalEnergies and Shell are prioritizing shareholder returns over reserve expansion.Mon 09:04
• Middle East →

  geopolitical region encompassing Egypt and most of Western Asia, including Iran

  • A US Air Force base in Fairford, located near the Oxfordshire border, is being utilized due to actions in the Middle East.Mon 17:54
  • Authorities are investigating an incident at a base in Fairford, with possible links to Iran and Russia.Mon 17:54
• Kpler →
  • India is increasing oil imports from Russian sources, a strategy being tracked by Kpler due to the loss of West Asian barrels caused by regional war.Mon 16:44
• Iraq →

  sovereign state in Western Asia

  • Basra hosts the Grand Faw Port project, serving as a key transit hub for trade routes connecting China and Europe.Mon 17:06
  • Oil flows through the Strait of Hormuz as geopolitical risks in the Middle East affect oil prices, with Iraq ready to resume production.Mon 16:22

Related events

• Houthis conducted attacks in the Bab el-Mandeb Strait on July 8, 2026, impacting global oil supply.Aug 19
• Attacks in the Strait of Hormuz, combined with US actions, are forcing oil imports to be rerouted and demand cut.Jul 9
• Houthi forces have initiated actions including blocking tankers in the Bab el-Mandeb Strait and attacking Saudi oil facilities.Jul 28
• Due to the ongoing Middle East conflict, Egypt and the Philippines are facing major economic shocks caused by disruptions to global oil imports.Jun 7
• The energy corridor status quo: Strait of Hormuz is the sole outlet for UAE and Qatar LNG exports, while Suez and Panama Canals facilitate global energy flows to Europe.Aug 7