Vortexa Ltd
Vortexa Energy Insights
Vortexa Energy Insights brings you the latest insights and conversation around global waterborne oil and gas trends, delivered by Vortexa's expert analyst team.
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Vortexa Ltd
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Neueste Folge
27. Mär 2026
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Strait Shock: 17 Million Barrels Missing from Global Supply 27.03.2026 22:41
Four weeks into the Strait closure, global oil markets are tightening fast. In this episode, Pamela Munger, Head of Market Analysis EMEA, and David Wech, Chief Economist, unpack a supply disruption nearing 17 million barrels per day, with the final buffer of Russian crude expected to run out within weeks. We explore a market increasingly split in two. The Atlantic Basin remains long on supply, whi...
Disruptions in Hormuz - what vessel data reveals about the conflict 04.03.2026 19:54
Following the February 28 US-Israel strike on Iran, tanker traffic through the Strait of Hormuz has sharply declined. In this special episode, Vortexa’s Head of EMEA Market Analysis Pamela Munger and Chief Economist David Wech discuss how insurance constraints, shipping disruptions, and strained supply chains are affecting global oil, gas, and petrochemical markets. The episode also examines poten...
Strategic stockpiling and sanction workarounds 02.03.2026 22:19
In episode 2 of Vortexa Energy Insights, Pamela Munger is joined by Chief Economist David Wech to examine how shifting U.S. trade policy, sanctions, and geopolitical tensions are reshaping global crude flows. Key topics discussed include: U.S. tariff policy changes and energy market implications India's crude imports from Russia and geopolitical dynamics China's absorption of sanctioned crude and...
Unwrapping recent oil market events 02.02.2026 20:44
Welcome to the first episode of Vortexa Energy Insights , hosted by Vortexa's Head of Market Analysis, EMEA Pamela Munger, who is joined by analysts Mick Strautmann and Delia He to unpack the latest developments shaping global oil markets. The discussion covers diverging 2026 oil demand growth forecasts, shifts in Atlantic Basin crude flows, and the growing role of WTI in Europe and Asia amid geop...
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