Oil's new problem isn't supply. It's logistics
· Source: international.astroawani.com
In short
Middle East crude exports through the Strait of Hormuz have nearly reached pre-war levels despite ongoing security threats. However, oil prices remain above $100 per barrel, driven mainly by logistical challenges such as record tanker rates, high insurance costs, and reduced refining capacity, especially for diesel. These factors are causing persistent bottlenecks in the global energy supply chain, making it difficult to reduce energy prices even as crude supply constraints ease.
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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace
Tags: logistics, oil, freight, refining, energy, supply