日程顯示，10月阿塞拜疆從傑伊漢港出口的BTC原油量定爲1570萬桶，9月爲1510萬桶。

Morgan Stanley global oil trading co-head Brendan Ross said the Russia-Ukraine conflict and fighting in the Middle East have driven traders to shorten tenor and pare broad derivatives exposure. Market participants are concentrating positions in near-dated maturities—effectively trading only the next 3-6 months—becoming more selective and risk-focused. That shift toward specific instruments has reduced liquidity in long-dated contracts and amplified liquidity cycles. Ross said the physical/financial dislocation is concentrated in the refined products market.

Dow is considering exiting its 35% stake in the roughly $20bln Sadara chemicals JV with ARAMCO, sources said, part of US companies reshaping portfolios amid a prolonged industry downturn. ARAMCO could buy Dow’s shares and raise its holding, and other strategic or financial bidders may compete; no final decision has been taken and Dow could decide not to sell. Sadara, founded in 2011, is an integrated chemicals complex with more than $20bln invested, 26 production units and over 3 mln tpa capacity. Dow has retained debt exposure to Sadara, including a guarantee on a $500m revolver; Sadara drew $80m from that facility in Q4 2025.