#UAE #Hormuz #DauMo #Iran #OPEC #KinhTeTheGioi #TrungDong #GiaDau #Reuters #VanTaiBien #NangLuong #CongNgheDauKhi
The global energy crisis is entering an extremely sensitive period when UAE oil ships were discovered "disappearing from the radar" while transporting crude oil through the Strait of Hormuz.
According to shipping data and satellite analysis from Reuters, Kpler and SynMax, many tankers have proactively turned off their AIS systems to reduce the risk of becoming targets amid sharply escalating tensions between Iran - US - Middle East ⚠️
How dangerous is the Strait of Hormuz?
Hormuz is currently the world's "energy throat".
About 20% of global oil must pass through this maritime route
On average, more than 17–20 million barrels of oil/day move through Hormuz
Just a few days of conflict can cause global oil prices to spike
In the context of many ships being threatened with attacks, shipping companies have increased insurance premiums sharply
Hormuz's role in the oil and gas market
Factor Influence Scale
The amount of oil passing through Hormuz is ~20% globally
Dependent countries Korea, Japan, China, India
Main shipping route Persian Gulf → Asia
Biggest risk Drone attacks, missiles, sea blockade
⚡ What is the UAE doing?
According to Reuters, the UAE's ADNOC has exported millions of barrels of Upper Zakum and Das Crude oil by:
Turn off the AIS system
Transporting oil between ships at sea
Putting oil into Oman warehouse before re-exporting
Shipping directly to Korea and Southeast Asia
This form helps reduce the risk of being followedtracking but also makes oil export data more difficult to control
Why is Asia most concerned?
Asian economies are seriously "thirsty for oil" because:
Electricity and industrial demand increased
Summer causes energy consumption to explode
LNG and diesel are both in local shortage
Special:
South Korea depends heavily on Middle Eastern oil
Japan needs stable LNG for nuclear power that has not fully recovered
China sharply increased oil imports to maintain production
Compare current energy risks
Risk Level Area
Middle East Very high
Europe High
Northeast Asia Cao
Southeast Asia Medium
US Lower thanks to domestic oil
⛽ Oil prices may still increase sharply
If a real blockade occurs in Hormuz:
Brent could exceed 120 USD/barrel
Sea freight rates increased dramatically
Gasoline prices in Asia are having a chain impact
Global logistics costs are escalating
Energy companies are currently trying to "push goods as quickly as possible" before the situation becomes more difficult to control ️
The most notable thing
What is worth noting is not just that the ships "lost their signal"...
It's that oil exporting countries are willing to accept huge risks to maintain global energy flows
This shows:
⚠️ The market is lacking real supply
⚠️ Global energy pressure is increasing
⚠️ The Middle East continues to be the geopolitical focus of the energy world
#DauTho #OilMarket #HormuzStrait #UAEOil #ADNOC #Iran #GiaXang #NangLuongToanCau #OPECPlus #KinhTe #TrungDong #CongNgheDauKhi
