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People · The Kobeissi Letter · Middle East

What The Kobeissi Letter has said about middle east

The Kobeissi Letter, a markets commentary publication. 2 statements from September 25, 2026 to October 5, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. October 5, 2026 · on X
    “The physical crude oil market is out of control. The cost to ship 2 million barrels of crude oil from West Africa to China is now up to $27.22/barrel. To put this into perspective, in July, the cost for the same shipment ~$6.50/barrel. That's a +319% surge in shipping costs in just over 2 months. The scramble for physical crude inventories is in full-swing.”

    Kobeissi Letter Reports 319% Surge in Crude Oil Shipping Costs →

  2. September 25, 2026 · on X
    “Global oil markets are facing a historic loss of diesel supply: Diesel supply from the Middle East dropped by -835,000 barrels per day on average between March and August 2026 compared to the same period in 2025, according to Vortexa estimates. At the same time, Russian diesel supply fell -377,000 barrels per day. Meanwhile, Kpler estimates diesel supply was down -750,000 barrels per day in the Middle East over the same period and -361,000 barrels per day in Russia, while Energy Aspects estimates declines of -73…”

    The Kobeissi Letter Warns of Deepening Global Diesel Market Crisis →

Statements are reported from The Kobeissi Letter’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: The Kobeissi Letter. The beat: Middle East.