Kpler Archives - Energy News Beat

The real story is not that China is “back buying everything.” It is that Beijing throttled demand, shifted suppliers, drew inventories, and is now restocking only where landed cost still works — while $1 million-a-day VLCCs make a return to the old full-cycle buying pattern expensive and unlikely.

September 23, 2026 Clark Savage60

That is the argument Javier Blas is making in his September 23 Bloomberg Opinion column, China Isn’t Buying More Oil, It’s Buying From Different Markets (also framed as “Don’t Believe the Hype About China’s Oil Buying”). The global market treated China’s pre-war appetite as a floor. In 2026 it became a valve. The Blas thesis: […]

U.S. Destroys 5 IRGC Tankers After Iran Targets Another American Warship

September 9, 2026 Clark Savage79

U.S. Central Command forces destroyed five Iranian crude oil carriers on September 8 after the Islamic Revolutionary Guard Corps launched ballistic missiles at a U.S. Navy warship twice in two days. The American vessel evaded both attacks and continued patrols with no personnel harmed. CENTCOM identified the targeted vessels as the M/T Kaviz, M/T Charminar, […]

What Are the Next Steps for Venezuela’s Oil Production?

August 28, 2026 Clark Savage86

President Trump’s administration is in advanced talks with Venezuela’s interim government for what officials describe as a “massive” energy deal: a U.S. ownership stake or long-term lease covering 17 of the country’s most promising oil and gas fields holding about 90 billion barrels of proven reserves. That is nearly a third of Venezuela’s world-leading 300 […]

Indian Refiners Seek 6 Million Barrels of Spot Crude

August 12, 2026 Clark Savage124

Indian state-controlled refiners Hindustan Petroleum Corporation Limited (HPCL) and Mangalore Refinery and Petrochemicals Limited (MRPL) are in the market for a combined up to 6 million barrels of spot crude, according to tender documents reviewed by Reuters and reported on August 12, 2026. HPCL is seeking up to 4 million barrels for delivery in September […]

Gulf Shipping Grinds to a Halt Following Houthi Missile Claim

August 6, 2026 Clark Savage74

Gulf shipping traffic effectively stalled this week after Yemen’s Iran-aligned Houthis claimed a “precise hit” with several ballistic missiles on the Saudi-flagged products tanker NCC WAFA (also referred to as Wafaa) in the northern Red Sea off the Yanbu area. The Houthi statement, reported via outlets including Al Bawaba, described a military operation targeting the […]

LNG Vessel Demand Soars as US Leads Project Growth, and Qatar is Offline

July 29, 2026 Clark Savage109

Global demand for liquefied natural gas (LNG) carriers is set to be significantly stronger than previously expected over the next decade. French containment-system specialist Gaztransport & Technigaz SA (GTT) has raised its forecast for LNG carrier gas-containment system design orders to about 550 vessels in the 2026–2035 period, up from its earlier estimate of more […]

Oil from US Emergency Reserves Heads to California for the First Time, Kpler Says

May 28, 2026 Clark Savage152

In a notable development underscoring shifting global energy trade flows amid ongoing Middle East tensions, a cargo of crude oil drawn from the U.S. Strategic Petroleum Reserve (SPR) is heading to California for the first time ever, according to ship-tracking firm Kpler. The shipment involves approximately 460,000 barrels of Bayou Choctaw Sweet crude destined for […]

Big Oil Leaders Sound the Alarm: Spare Supply Is Gone, and Prices Are at an Inflection Point

May 2, 2026 Clark Savage175

In a stark warning to markets, CEOs from America’s largest oil companies say the global crude market is rapidly approaching a critical “cliff’s edge.” With the Strait of Hormuz effectively closed for months amid the ongoing U.S.-Israel conflict with Iran, commercial stockpiles, strategic reserves, and pre-war floating crude are being burned through at an alarming […]

US Energy Exports Hit Records as Energy Markets Shift

April 25, 2026 Clark Savage400

U.S. energy exports have surged to unprecedented levels in 2026, driven by global supply disruptions from the ongoing conflict in the Middle East and the effective closure of key Persian Gulf shipping routes. According to The Wall Street Journal, crude oil and petroleum product exports reached a record of nearly 12.9 million barrels per day […]

Tanker Fleet Knocking at the Gulf of America, but What Are They Buying and for Whom?

April 17, 2026April 17, 2026 Clark Savage212

A record armada of crude oil tankers is steaming toward the U.S. Gulf Coast in April 2026. Maritime intelligence from Windward shows roughly 171 crude tankers en route—well above the typical monthly average of about 110. Market data firm Kpler reports that 28 Very Large Crude Carriers (VLCCs), each capable of hauling up to 2 […]

Tag: Kpler

U.S. Destroys 5 IRGC Tankers After Iran Targets Another American Warship

What Are the Next Steps for Venezuela’s Oil Production?

Indian Refiners Seek 6 Million Barrels of Spot Crude

Gulf Shipping Grinds to a Halt Following Houthi Missile Claim

LNG Vessel Demand Soars as US Leads Project Growth, and Qatar is Offline

Oil from US Emergency Reserves Heads to California for the First Time, Kpler Says

Big Oil Leaders Sound the Alarm: Spare Supply Is Gone, and Prices Are at an Inflection Point

US Energy Exports Hit Records as Energy Markets Shift

Tanker Fleet Knocking at the Gulf of America, but What Are They Buying and for Whom?

About Energy News Beat

Recent Post

By Her Own Math, Spanberger’s Energy Plan Costs Ratepayers an Extra $90 Billion

$1.3 Million a Day: When Freight Forces Paper Oil to Meet the Physical Barrel

Quick Links