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How are refinery shutdowns and export disruptions reshaping global oil markets? Access a detailed intelligence briefing powered by satellite monitoring and geospatial analytics covering critical infrastructure outages.

The new edition of The Commodity Picture is out! This week, we look at one of the biggest questions in oil markets right now: how much runway does Iran have to adjust to the US blockade in an orderly fashion? Despite exports collapsing, Iran’s storage infrastructure (both onshore and floating) has enough strategic depth to cushion the operational impact. But that buffer has its limits. In this edition, we break down: • Iran’s remaining spare storage capacity • Why Kharg Island has been the primary pressure point • The rapid inventory builds at at the new terminals at Goreh and Jask • What this means for global oil balances and price risk For oil traders, timing matters: once storage constraints start forcing shut-ins, the market shifts from pricing sanctions risk to pricing actual lost barrels. The manner of any production cut also will affect Iran’s future capacity to bounce back once current constraints are lifted. Read the full edition now 👇 #OilMarkets #CrudeOil #OilTrading #Commodities #CommodityMarkets #EnergyMarkets #OOTT #Geopolitics #MiddleEast #EnergySecurity #Macro #Shipping #Tankers #OilPrices #Trading

Major attacks on refining and export infrastructure are tightening global crude and refined product supply. Download Kayrros’ latest market analysis to understand the operational impact, storage losses, and export disruptions affecting energy markets now.

Refinery outages across the Gulf and Russia are reshaping refined product markets in real time. Access exclusive satellite-based analysis of infrastructure disruptions impacting global jet fuel supply and trading dynamics.

Kuwait’s refining disruptions are putting additional pressure on global jet fuel markets. especially across Europe, where inventories are already tight. Download our latest infrastructure disruption analysis to understand the growing risks to aviation fuel supply chains.

How are refinery shutdowns and export disruptions reshaping global oil markets? Access a detailed intelligence briefing powered by satellite monitoring and geospatial analytics covering critical infrastructure outages across the Gulf and Russia.