Chinese refiners snap up Iraqi oil as Gulf supply routes fracture
Fractured Gulf supply routes are reshaping crude flows and pushing refiners toward Iraqi oil.
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
Gulf Coast crude oil feedstock (jet fraction) →Shortage riskThis feedstock is a critical, 0.95-weighted input to Jet fuel, so a route-closure shock that constrains the feedstock should transmit as a high-confidence jet fuel shortage.
93% confidenceSaudi Aramco →supply upAsian refiners
Aramco is arranging offshore deliveries outside Hormuz, which increases crude availability for some Asian refiners despite the fractured route.
“Saudi Aramco is offering crude oil outside the Strait of Hormuz to some Asian refiners through private negotiations”
89% confidenceCited →Canadian crude oil imports →Stands to benefitHop 2
Jet fuel →Shortage riskGulf Coast crude oil feedstock (jet fraction)
Fractured Gulf supply routes directly reduce access to the jet-fraction crude feedstock that jet fuel depends on, making that input scarcer.
92% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Jet fuel
Companies you may own
No named companies on this path.
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.