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Middle East crude exports climb back to pre-war levels while shipping — not supply — becomes the binding constraint
Regional crude loadings have recovered to roughly 18.5 mb/d and spiked as high as 19.5–22.5 mb/d on some late-September days even as Hormuz remains officially closed and attacks on tankers intensify, shifting the market's marginal risk from missing barrels to uninsurable voyages.
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