The questions our published briefs answer that touch India.
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Decision Brief · Q-023 · 2 questionsIf the Strait of Hormuz stays closed, how much Saudi crude can reach buyers, and for how long?
Geopolitical · Geoeconomic
If the Strait of Hormuz stays closed, how much Saudi crude can reach buyers, and for how long?
“74–196 million barrels could leave Saudi Arabia in six weeks with the shuttle running, but none bought on 25 September was on file to land that soon.”
The brief’s reading of the evidence; not a registered forecast.Primary Saudi Arabia Affected Japan +8
When could a new buyer's first shuttle cargo reach Asian ports?
“Adding the shortest timed voyage (Ulsan 21 days, Zhanjiang 18, Sikka 3), the first cargo reaches Korea after 58 days, China after 55 and India after 40 at the earliest.”
The brief’s reading of the evidence; not a registered forecast.Primary Saudi Arabia Affected South Korea +1
Theme Brief · T-003 · 4 questionsWas the Strait of Hormuz closed, or repriced cargo by cargo?
Geoeconomic · Geopolitical
Was the Strait of Hormuz closed, or repriced cargo by cargo?
“Repriced cargo by cargo: by mid-2026 LNG kept under a tenth and crude under a quarter of their late-2025 flow through the Strait, and by 28 September crude, on Kpler's pre-war baseline, was back; products were not.”
The brief’s reading of the evidence; not a registered forecast.Primary Iran Affected Saudi Arabia +9
“On the Kiel Institute's model of a full closure, US welfare falls by 0.07 per cent while losses in South Asia and Africa are 10 to 20 times larger in percentage terms.”
The brief’s reading of the evidence; not a registered forecast.Primary Iran Affected United States +4
Could the largest strategic oil stocks behind the Strait be released?
“The two largest strategic holders behind the Strait were not part of it. EIA estimates China's strategic stock at 1,492 million barrels in the second quarter of 2026 and India's at 21 million; neither country is an IEA member.”
The brief’s reading of the evidence; not a registered forecast.Primary Iran Affected China +3
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