A comment article with the identifier Fortune stated that recent remarks by U.S. Energy Secretary Chris Wright regarding the export of crude oil from the Middle East have raised doubts in the energy market. The controversy centers around the White House's claim that the daily exports have surpassed pre-conflict levels after combining the volumes transported through the Strait of Hormuz with those via alternative pipelines, yet shipping tracking data does not support this conclusion.

Single-day export data questioned

Wright stated that on August 31, over 17 million barrels of crude oil were transported through the Strait of Hormuz. If the crude oil exported via alternative pipelines is also taken into account, the total amount of crude oil leaving the region has surpassed that before the outbreak of the war in Iran.

However, Samir Madani, co-founder of the tanker tracking organization TankerTrackers.com, told Fortune that this claim is likely to combine the volume of transshipment over several days into one day. According to his estimates, the total amount of crude oil that actually left the Arabian Sea on August 31 was approximately 9.14 million barrels, which includes shipments through the Strait of Hormuz and other routes.

Oil prices remain high.

The article argues that if the actual export volume does not return to pre-conflict levels, the tension in the crude oil market will be difficult to significantly ease. This also explains why the price of Brent crude oil remains around $95 per barrel.

The Strait of Hormuz is one of the most important crude oil transportation routes in the world. If this route is restricted, the export capacity of crude oil from the Middle East will be directly impacted, and this will quickly affect international oil prices and the shipping market.

The market focuses on geopolitical and policy developments.

The core question raised in this article is that the official statements may have downplayed the actual pressures faced by current Middle East crude oil transportation. For the market, the key to determining whether supply has recovered lies in verifiable shipping data, rather than the statements of a single official.

In addition to oil shipping data, investors are also continuing to pay attention to the developments related to Iran, as well as the U.S. government's assessment of the duration of the Middle East conflict. These factors will continue to affect short-term energy price fluctuations.

Additional information:The same article also mentioned that data from Pioneer Group showed that employment growth in the United States was close to zero in August, with a temporary slowdown in the selling of U.S. bonds and a slight rebound in the stock market; market quotes listed in the article indicated that Bitcoin was at $77,865.