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Gulf crude exports climb back to 91% of pre-war flows while refined products stall near 60% — the Iran-war energy crunch is migrating downstream
Vortexa data reported by Reuters show Gulf producers excluding Iran shipping about 19.2m b/d in September, 81% of the 23.6m b/d pre-war norm; Kpler's parallel estimate for total September Gulf oil exports is 18.6m b/d. Underneath the aggregate, crude and condensate have recovered to roughly 91% while refined fuels — including LPG — sit near 60%, keeping diesel and jet fuel tight even as Brent slips toward $100 and Washington and the IEA prepare a G7 stock release.
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