Supply Chain entity
Kpler is most often covered alongside Iran, which appears in 7 of these 10 stories. disruptions accounts for 6 of the 10 tracked stories, while 1 other category carries the remainder. Across a 98-day span, the pace is roughly 0.7 stories per week.
Last mentioned: 2h ago
Entity pulse
Coverage balance Negative coverage leads. Negative coverage exceeds positive coverage by 40 percentage points.
Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.
Kpler is most often covered alongside Iran, which appears in 7 of these 10 stories. disruptions accounts for 6 of the 10 tracked stories, while 1 other category carries the remainder. Across a 98-day span, the pace is roughly 0.7 stories per week. Sentiment skews more negative than the wider beat, at 40% negative against 36% across all 782 Supply Chain stories in the same window. Source depth averages 2.4 original sources per story, versus 2.9 across the same-window beat baseline. At 6.7, the average consequence score sits above the same-window beat average of 6.3. This profile follows 10 Supply Chain stories mentioning Kpler across the period from June 15, 2026 to September 20, 2026.
Computed from the 10 stories linked to this entity, with beat comparisons drawn from all 782 Supply Chain stories published in the same date window. Shares are omitted below five stories and comparisons below a twenty-story baseline.
Coverage cohort
Other entities that clear the same relevance threshold in stories also covering Kpler. Shared-story counts are live from our verified record — not editorial picks.
Bessent press conference scheduled
Treasury Secretary Scott Bessent is due to detail the new Iran sanctions package at 2 p.m. EDT (1800 GMT).
Trump vows to hit Iran hard economically
Following Bessent's pledge of 'never been seen' measures, Trump reiterates maximum economic pressure; Reuters reports the story.
Trump chairs Camp David cabinet meeting
President Trump participates in a cabinet meeting at Camp David, Maryland, as the Iran pressure campaign intensifies.
US gas price spikes again
National average gasoline price reaches $3.98 after a second consecutive 5-cent overnight jump, a $1 increase from pre-conflict levels, according to AAA.
Strait traffic collapses
Only 8 vessel crossings recorded in the Strait of Hormuz, the lowest activity in three weeks and down from over 130 pre-war, per Kpler.
US-Iran interim peace deal signed
A temporary peace agreement is reached between the US and Iran, by which time the UAE’s dark shuttle operation had already restored near-normal crude flows.
Targeted strait reopening
Expected date for the reopening of the Strait of Hormuz, though industry remains watchful for actual safe passage conditions.
US-Iran deal announced; cautious reaction
President Trump states strait will reopen by Friday June 19. Shipowners demand details; Disha LNG tanker tests eastern arm as sole active vessel.
Kpler data reveals 1.9 million bpd flow
Shipping data firm Kpler estimates 136 million barrels moved through Hormuz and Gulf of Oman from April to June 10, challenging disaster narratives.
Trump reveals secret US mission
President Trump states over 100 million barrels of oil have passed through the strait under a covert US mission supporting tankers.
Half of UAE crude moves on Sinokor vessels
By June 2026, almost half of Emirati crude shipments are sailing on tankers controlled by Sinokor, as the covert shuttle operation scales up to near-pre‑war export volumes.
Nearly 50% of Emirati crude on Sinokor ships
By June, almost half of all Emirati crude shipments are being carried by Sinokor-controlled vessels, with the UAE approaching prewar export rates.
Sinokor begins leasing to ADNOC
From at least mid-April 2026, Sinokor Group starts leasing supertankers to Abu Dhabi National Oil Co. for cargo shuttle runs out of the Strait of Hormuz, following the start of the Iran war.
Alternative logistics begin scaling
Iraq, Kuwait, UAE start exporting crude using tankers with AIS turned off; some arrangements with Iran allow passage; flows slowly resume.
Iran war begins
Conflict erupts in the Persian Gulf, threatening the Strait of Hormuz and global oil flows.
US-Israeli airstrikes on Iran begin
Military strikes at the end of February cause daily transits through Strait of Hormuz to plummet from ~135 to a trickle, effectively blockading energy exports.
Iran war begins
Conflict starts in February, prompting Washington to levy additional maritime, energy and financial sanctions and launch a naval blockade.
Sanctions regime begins
The US, UN and EU begin applying sanctions, trade embargoes and asset freezes on Iran over its nuclear program, human rights record and support for militant groups.
A record $500 million copper shipment aboard the Nord Norfolk is arriving at a Port of New Orleans that is already largely full, with 100,000 additional metric tons due in September and October. Terminal congestion is delaying truck and rail transfers for copper, metals, and steel, forcing logistics providers like Mercury Resources to divert cargo onto Mississippi barges.
Washington's 'never been seen' sanctions push is freezing the Strait of Hormuz, hitting shipping insurers and China's teapot refiners. Freight, insurance and fuel costs face sharp repricing as secondary sanctions loom.
A shadow logistics network has kept 136 million barrels of Gulf crude moving despite the Iran war, averaging 1.9 million bpd. Tankers with AIS off, US covert support, and ad hoc arrangements with Tehran showcase how supply chains can adapt to extreme disruptions, though risks remain acute.
Only eight tankers crossed the Strait of Hormuz on July 16, down from 130+ before the US-Iran war, effectively shutting down a fifth of global oil flow. Supply chain managers are now facing spiking war-risk premiums, rerouting impossibilities, and the real prospect of a prolonged blockade that will reverberate through freight costs and fuel availability.
The near-total shutdown of the Strait of Hormuz has driven U.S. gasoline prices up $1.00 in weeks, threatening global oil supply chains. With only 8 tanker crossings recorded on July 17 vs. 130+ pre-war, logistics managers face soaring fuel surcharges, war-risk insurance spikes, and potential inventory shortages.
Source: news3lv.com · mynews4.com
The UAE’s dark tanker operation, with Sinokor vessels carrying nearly half of all Emirati crude shipments by June, showcases a logistics model that could reshape how energy supply chains navigate chokepoint disruptions.
When war threatened the Strait of Hormuz, the UAE turned to a single Korean shipping group to keep its oil flowing. By mid‑2026, Sinokor’s dark‑fleet shuttle runs were carrying nearly half of all Emirati crude exports, rewriting the rules of crisis logistics.
The return of supertankers with 11 million barrels of crude capacity to the Persian Gulf after a ceasefire dramatically reduces the risk of a global oil supply chain breakdown.
India's June crude imports reveal a massive supply chain pivot: Russian flows jumped 39% to 2.66 million bpd while US imports collapsed to 91,000 bpd. UAE volumes stayed near record levels, showcasing agile risk management against Hormuz chokepoint uncertainties.
The US-Iran agreement to reopen the Strait of Hormuz offers hope for unblocking a critical energy chokepoint after months of disruption. However, with 600 laden tankers waiting and shipowners demanding safety assurances, supply chain professionals face continued uncertainty around fuel availability, shipping costs, and delivery schedules.
Kpler is linked from 10 stories on this site, each scored at or above our 35% relevance threshold — see how these pages are built.
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