Ash Oro @ashoro.co.uk · 05/10/2026Firstly he good news is genuine, but limited. Producers have rebuilt some crude flow using guarded transits, coastal routes, ship-to-ship transfers and pipelines. Adaptation is working well enough to put more barrels into the market. 170
Ash Oro @ashoro.co.uk · 05/10/2026That is why futures eased after the G7 announced another emergency release of crude and diesel stocks. A futures price estimates the next marginal barrel. It is not a receipt showing that fuel has reached a forecourt cheaply. 150
Ash Oro @ashoro.co.uk · 05/10/2026So what we have is potentially more crude available. We do not have the old system back. We are now missing open navigation, routine insurance pricing, direct product flows, predictable arrival times and a stable product price that can be calculated months ahead. 170
