Irak'tan petrol ihracatında yeni rotalar
New oil export routes from Iraq would shift crude flow and alter shipping access for exporters and buyers.
Source →The trace
How it reaches your house.
Starting from Canadian crude oil imports, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Canadian crude oil imports →Stands to benefitIraq supplies 3.3% of Canadian crude oil imports, and new export routes should improve Iraqi access to buyers, modestly benefiting that supplier relationship.
63% confidenceFrontline plc →Stands to benefitcrude tanker shipping demand
Iraq's expanding export routes and higher crude exports should increase tanker liftings, which supports Frontline's oil-shipping business.
“Iraq’s oil exports have averaged 2 million barrels per day (bpd) since the start of August, boosted by new infrastructure and expanding export routes”
49% confidenceCited →Hop 2
Iraq →supply upNew export routes from Iraq should improve the reach of Iraqi crude into refinery feedstock markets, and Iraq supplies about 4% of this input.
78% confidenceIraq →supply upIf Iraqi crude has better export access, the Iraqi share of Canadian crude imports can rise, and the edge weight is about 3.3%.
68% confidenceIraq →supply upGulf Coast crude oil feedstock (jet fraction)
Improved Iraqi export routing can loosen crude access for Gulf Coast feedstock buyers, though this is a narrower channel at about 3% share.
Hop 3
Crude Oil Feedstock →supply upCrude oil feedstock is a critical one-to-one input to gasoline and diesel, so improved Iraqi export access should raise downstream availability.
92% confidenceCrude Oil Feedstock →supply upHome heating oil is also a critical downstream product of crude oil feedstock, so better crude access should increase its supply.
90% confidenceCrude Oil Feedstock →Stands to benefitIrving Oil depends on crude oil feedstock with low substitutability and a six-month replacement lead time, so easier crude access should benefit its operations.
Hop 4
Gasoline and diesel →Prices riseHigher gasoline and diesel throughput increases refinery-grade hydrogen use in hydrocracking and hydrotreating, pushing hydrogen demand and price higher.
68% confidenceHome heating oil →supply upHome heating oil is fully dependent on crude oil feedstock, and new Iraqi export routes that improve shipping access should ease crude availability into refinery feedstock markets.
67% confidenceIrving Oil →Delays