Surfing the 'Oil Glut': Satellites, Transponders, and the Commodities Info War
What can we know about the oil that gets through Hormuz?
Turns out most of what we know filters through a single data point: a company called Kpler.
Before the war, Kpler's numbers were solid. They combined transponder tracking with loading and unloading records, following each ship payload from port to port.
But then the shadow fleet tankers switched their transponders off. No one reports their cargo any more. Now, Kpler has to fall back on satellite images. And those are redacted by the Pentagon...
Now, says Philip Pilkington, we're all in the woods looking for Yetis - and we can't tell…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.