Vortexa

Building the future of energy markets

[Vortexa @Vortexa]

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 → https://t.co/R4Krc2LSuX
Vic & Anthony's, Houston — Oct 8 → https://t.co/Oq5tFYVVnb

[Vortexa @Vortexa]

Live today: our Chief Economist David Wech joins @PowerLunch on CNBC, 2-3pm ET, to unpack what's really happening with oil flows through the Strait of Hormuz.

Tune in 📺

[Vortexa @Vortexa]

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 🎥 https://t.co/VFyfISBO5p

[Vortexa @Vortexa]

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: https://t.co/0f1oPhSKYN

[Vortexa @Vortexa]

FFA curves tell you what the market thinks will happen.

Anywhere Freight Pricing Forecasts tells you what the physical market is actually pointing to. 90 days out, across every route you trade.

Fundamentals-driven. Explainable. Built on a decade of Vortexa's proprietary cargo and vessel data.

Request a demo → https://t.co/R1EOAwJYsn

[Vortexa @Vortexa]

The crude inventory picture is shifting fast.

Builds at sea since H2 2025 have now been fully reversed. Onshore stocks outside China fell 49mb in just four weeks. And from April, floating roof stock draws are expected to average roughly 5mbd.

But China is the outlier. Onshore crude inventories there rose 1.6% over the past four weeks, even as imports dropped 3.05mbd. That buffer will not last indefinitely. The import gap points to draws ahead to maintain refinery runs.

Our April crude monthly report breaks down the full inventory picture alongside exports, imports, high-risk barrels, arb flows and freight.

Download the report: https://t.co/8DYHXzkdd3

Request a demo to explore the data live on the Vortexa platform: https://t.co/03agtDgpDu

[Vortexa @Vortexa]

As LNG supply volatility remains high, this snapshot from our latest LNG monthly report highlights which regions saw pullbacks in March and why.

Download the full report for the regional deep dive: https://t.co/cGq5hgPgNi

[Vortexa @Vortexa]

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: https://t.co/nCt18lFgIq

[Vortexa @Vortexa]

Heading to Posidonia this year?

Vortexa is hosting an Energy & Insights Live event on the Athens Riviera, bringing together market intelligence, networking, and entertainment in one afternoon.

Against a backdrop of escalating geopolitical tensions and shifting trade flows, understanding what comes next in the market has never mattered more.

Vortexa Lead Freight Analyst, Ioannis Papadimitriou, will deliver a strategic outlook on the tanker market – unpacking the Strait of Hormuz overhang and how evolving sanction policies are creating a stark divide between winning and losing vessel classes for the remainder of the year.

Set against the stunning backdrop of the Athens Riviera, join us for:

→ Market‑defining insights from Vortexa
→ High‑level networking with industry peers
→ Cocktails, canapés, and live entertainment

📍 The Roc Club
📅 Monday 1st June, 11:30–15:00 (UTC +3)
👉 https://t.co/ZZCQ9wMbBi

Spaces are limited – register now to secure your place.

[Vortexa @Vortexa]

Vortexa's latest LNG report assesses the state of play in the market, as the largest supply disruption in the sector’s history enters its third month, with no immediate end in sight.

The final Qatari cargoes that were in transit internationally discharged in Europe in mid-April, fully cutting off global importers from >80 mtpa of Ras Laffan supply.

The apparent transit of the Strait of Hormuz by a UAE cargo in late April – the first laden LNG crossing since February – is a positive step, but is unlikely to be immediately followed by a flurry of other LNG transits.

Get the detailed analysis: https://t.co/tcocdUgPfv

[Vortexa @Vortexa]

Vortexa's API use case library is a dedicated resource designed to bridge the gap between raw data and actionable market intelligence.

Built using the exact same tools and Python SDK our own Solution Engineers use for client projects, this library provides a blueprint for turning complex datasets into concrete outcomes.

Available for Vortexa customers: https://t.co/4Ni5p1iLKS

[Vortexa @Vortexa]

LNG fleet growth is outpacing volume. Charter rates are swinging on geopolitical shocks. And the market is waiting on a supply wave that's taking its time.

Join Felix Booth and Ashley Sherman at our upcoming webinar on Wednesday, 13th of May for a data-driven deep dive into what it all means:

→ How rising US-Asia flows & Middle East disruption are reshaping fleet utilisation and tonne-mile demand
→ QatarEnergy's near-term fleet strategy — and what it means for global vessel availability
→ Outlook for when LNG shipping’s structural oversupply will start to weaken

Register now: https://t.co/6kYQytQEuG

[Vortexa @Vortexa]

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: https://t.co/IZhvBxkHwQ

Explore Vortexa Analytics for crude: https://t.co/7Y3rtxGFO8

[Vortexa @Vortexa]

In a market defined by volatility, speed is your greatest edge. Our analytics streamlines your workflow by connecting the dots between global movement and local supply.

Here's how our three core datasets help you stay ahead:

→ The Map: A live view of vessel positions worldwide to spot route diversions and bottlenecks as they happen

→ Flows: Terminal-level export and import data, aggregated to calculate regional supply balances and surface arbitrage opportunities before the window closes

→ Inventories: Tank levels at key trading hubs, updated in real time to identify stock-outs or supply gluts early.

From macro trends to micro-movements, get the full picture: https://t.co/UtNeAZgBio

[Vortexa @Vortexa]

Held in conjunction with the Singapore Maritime Week, Vortexa's Global Head of LNG and Natural Gas, Felix Booth, is delighted to speak on Session 1 of the LNG for Shipping 2026 event by Conference Connection.

Find out more about the event: https://t.co/rlsCxRPjTD

Subscribe to weekly LNG newsletter by the Vortexa LNG team: https://t.co/DwUtw9Bb9x

[Herman van Niekerk @Hvnniekerk]

Well we came from an oversupplied crude market; the so called "supply glut" everybody talked about not even 2 months ago, but which has now been forgotten. Crude on water is roughly at the last 10Y avg, so the pain still needs to start if Hormuz will not open (src: vortexa): #OOTT

[Vortexa @Vortexa]

This spring Vortexa is hosting an exclusive evening of market intelligence and networking in the heart of Geneva.

In an era of heightened geopolitical disruption and shifting trade routes, clarity is the ultimate competitive advantage.

We are excited to host Pamela Munger, Vortexa’s Head of Europe Market Analysis, for a timely session unpacking the latest energy and freight signals.

The evening’s highlights:

→ Pamela will decode the critical trends and volatility shaping today’s global markets.
→ Join us for drinks, canapés, and high-level networking with the region's top industry leaders.

📍The Ritz-Carlton Hotel de la Paix, Geneva
📅 Thursday 21st May 18:00 - 22:00 UTC +1

Space is limited for this exclusive evening, so register to secure your spot: https://t.co/wSWSiwsisL

[Vortexa @Vortexa]

Over 40% of high-risk crude imports in March moved via ship-to-ship transfer.

That number should change how the industry thinks about cargo provenance - because STS above 40% means the majority of the observable supply chain now passes through an obscured handoff point before final delivery.

The conventional response is to treat STS as a red flag on individual cargoes. But when the share exceeds 40% across an entire origin class, that framing breaks down. You are no longer identifying outliers. You are working with a structural feature of the trade.

The implication: origin-based screening alone is not sufficient. The question is not just whether a cargo comes from Iran, Russia, or Venezuela - it is whether you can reconstruct the full voyage, including the STS event, the vessel pair involved, and where the sanctioned or non-sanctioned leg begins and ends.

Designation activity peaked in mid-2025 and has since moderated as enforcement focus shifted. That moderation has not reduced STS activity - it has normalised it. For anyone relying on designation lists as a primary filter, the gap between what is sanctioned and what is moving is widening.

The April monitor has the STS data, the sanctioned vessel activity maps for both halves of March, and the voyage-level breakdown by sanction status for Iran, Russia, and Venezuela crude.

Read the report → https://t.co/xqXyL7xzkE

[Vortexa @Vortexa]

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 → https://t.co/AdPoNfqqg6

[Vortexa @Vortexa]

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: https://t.co/sLkr8hLWWn