Geopolitical Shifts in Oil Flows Amidst Iran Conflict (legrandcontinent.eu)

• US oil exports are at historical highs but cannot fully substitute for Persian Gulf supply
• Logistical bottlenecks cap the upside for potential US export surges
• Market instability is accelerating a trend toward long-term supply contracts with US firms

"Despite record U.S. crude exports reaching 13 million barrels per day, the volume remains insufficient to offset the potential disruption of flows through the Strait of Hormuz due to the Iran conflict. Logistics constraints limit U.S. output increases to 5.5 million barrels per day, covering only a fraction of missing Persian Gulf volumes. The ongoing instability is driving a structural shift in energy markets, as importers seek long-term supply security through multi-year contracts with U.S. energy providers."