Preliminary shipping-tracking data show Saudi oil exports in October remain near wartime-high levels despite attacks on Saudi energy infrastructure and reports of increased Iranian strikes in the Strait of Hormuz. Vortexa estimates Saudi daily exports via east and west coasts at 6.5 mln b/d Oct-to-date versus a 6.6 mln b/d full-month average last month; Tankertrackers.com puts the Oct average at 6.99 mln b/d, back to pre-conflict levels; Kpler reports 5.4 mln b/d, below September. The divergence

消息人士稱，黑海CPC混合原油11月的日均出口量預計將較10月下降2%。

Refinitiv, citing three industry sources, said Russian refinery crude runs recovered rapidly after drone attacks stopped affecting plants on Oct. 16, rising to about 5.0 mln b/d in the second half of October, roughly 25% above the start of the month. Diesel production increased by at least 50,000 tonnes/day to about 225,000 tonnes/day, with roughly 80,000 tonnes/day available for export. Ukrainian drone strikes since mid-March had caused domestic fuel shortages, prompted temporary bans on gasoline, jet fuel and diesel exports and forced imports of refined products. After the US pushed talks and helped arrange a diesel supply deal, Trump announced on Oct. 11 that Russia and Ukraine had agreed an energy ceasefire. Deputy Prime Minister Novak said refineries are rapidly restarting idled units and that needed oil-and-gas equipment can largely be produced domestically.