# Tom Mackenzie

Type: Person

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/tom-mackenzie
Canonical HTML page: https://getsupplybrief.com/entity/tom-mackenzie

## Timeline

- **2026-09-30**: Markets open with Fed inflation gauge and Micron earnings — Bloomberg's The Opening Trade highlights the oil recovery alongside U.S. equity and Treasury moves ahead of key macro and AI data.
- **2026-09-29**: JPMorgan and Goldman release oil flow notes — Both banks publish separate estimates showing Middle East oil flows near pre-war levels.
- **2026-09**: Saudi East-West pipeline damaged — Damage to the cross-country pipeline that feeds Red Sea ports prompts restoration of about half its flows.
- **2026-06**: Hormuz flows reach late-June highs near 13 million b/d — JPMorgan reports Strait of Hormuz flows reached almost 13 million barrels a day, led primarily by Saudi Arabia.
- **2026-03-03**: Tankers gather off Fujairah as Hormuz threat rises — Tankers are photographed off Fujairah amid Iran's vow to close the Strait of Hormuz during the U.S.-Israel conflict with Iran.

## Recent coverage (1 stories)

### Mideast Crude Flows Hit 17.5M b/d, 98% of Pre-War Level
2026-09-30 13:58:52 · Sentiment: Neutral · Impact: 6/10 · Sources: 2

Crude flows from the Middle East are nearly back to pre-war levels at 17.5 million barrels a day, but refined product shipments are only at 58%. For supply-chain and logistics operators, the uneven recovery and continued Hormuz war risk mean cost and routing volatility will persist even as headline supply improves.
Full story: https://getsupplybrief.com/story/mideast-oil-flows-supply-chain-recovery

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