Kpler data show September oil flows through Hormuz recovering to about 10 million barrels per day
Question
Kpler data show September oil flows through Hormuz recovering to about 10 million barrels per day
Direct answer
Higher observed throughput reduces immediate physical-supply scarcity and can pressure crude and tanker freight premia, although the remaining gap to normal flows preserves disruption risk.
- Original publisher
- Market Ontology
- Evidence through
- 2026-09-30
- Published
- 2026-10-20
- Revision
- 1 · 2026-10-20
Cite as: Market Ontology, “Kpler data show September oil flows through Hormuz recovering to about 10 million barrels per day”, revision 1, evidence through 2026-09-30. https://marketontology.com/market-events/2026-09-30/kpler-data-show-september-oil-flows-through-hormuz-recovering-to-about-10-millio-b986db
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| CL1! | Higher physical shipments reduce near-term expectations of a severe supply shortfall | Downintraday | Kpler data showed about 10 million barrels per day passing through Hormuz and Gulf exports near 85% of pre-war levels |
| BDTI | More available transit capacity reduces scarcity in crude tanker shipping | Down1-5d | Tanker traffic and Gulf export volumes recovered substantially during September |
| XLE | Lower immediate crude disruption risk can reduce the windfall expectation for energy producers | Downintraday | Observed Hormuz throughput moved closer to pre-war levels |
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What happened next
| Asset | Call | Base close | +1 day | +5 days | +20 days |
|---|---|---|---|---|---|
| XLE | Downdisagreed | 61.50 2026-09-30 | +1.95% | +3.02% | Pending |
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Sources
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