shortage.life · last_sync · 2026-08-18 16:50:27 UTCbuild 83e413e · node v22.22.2

// node

shortage.life
brussels
● online · 8 sources

// $_ exec

$ shortage scenario get gulf-export-disruption-2026
> status: 0.38 WATCH
> severity 4.0 / 5
> reviewed 2026-05-08

// readout · live

BRENT     $91.37/b ▼
TTF       €63.92/MWh ▲
OPEC_ORB  $108.8/b ●
SPR_US    298.7 Mb ▼
FAO_FFPI  130.3 ▼
revalidate 15mUTC 00:00:00
$_TICKER
BRENT$91.37▼0.51%TTF€63.92▲0.30%HH$2.75▲0.36%SPR_US298.7 Mb15.3dEU_GAS61.5%18c avgOPEC_ORB$108.79● flatFAO_FFPI130.3▼0.4%WHT$6.83/bu▼0.62%BRENT$91.37▼0.51%TTF€63.92▲0.30%HH$2.75▲0.36%SPR_US298.7 Mb15.3dEU_GAS61.5%18c avgOPEC_ORB$108.79● flatFAO_FFPI130.3▼0.4%WHT$6.83/bu▼0.62%
~/scenarios/gulf-export-disruption-2026·methodology: v3.2cite · /api/v1/scenarios/gulf-export-disruption-2026
// GULF-EXPORT-2026 · WATCH

Gulf hydrocarbon export disruption.

10 Gulf and Red Sea economies · oil + LNG exports

WATCHSTATUSWATCH
WATCHPROBABILITY · INTERNAL0.38
WATCHSEVERITY4.0/ 5
WATCHLAST REVIEW2026-05-08
probability 0.38
READ MODE// long-form zoneEDITORIAL · scenario analysisscenario GULF-EXPORT-2026·last revision 2026-05-08
Scenario brief · v3.2 · 2026-05-08

Gulf hydrocarbon export disruption.

// The hypothesis

Escalation around the Strait of Hormuz interrupts crude and LNG exports from the Gulf for an extended period.

10 Gulf and Red Sea economies · oil + LNG exports

// Modelled impact

Producers lose export revenue and Asian and global buyers scramble for alternative cargoes, lifting oil and gas prices worldwide.

Probability and severity are internal estimates on the v3.2 methodology. DEMO data, not for citation.

[ 01 ]  $_SIMULATOR · interactive impact model

$_SIMULATOR · estimated impact · client-side model
SPARE ABSORBED0.95mb/d
CUSHION REMAINING2.85mb/d
EST. PRICE SHOCK+43%
RECOVERY HORIZON118days

Illustrative client-side estimate from base spare capacity 3.8 mb/d. DEMO model, not for citation.

[ 02 ]  $_COMMODITIES · affected

OIL.BRTBrent Crude · spot $91.08/bblGAS.TTFEU Gas TTF · spot $2.760/MMBtu

[ 03 ]  $_COUNTRIES · exposure

Saudi Arabia / SAUregion MENA · stress 0.42United Arab Emirates / AREregion MENA · stress 0.38Qatar / QATregion MENA · stress 0.30Kuwait / KWTregion MENA · stress 0.34Oman / OMNregion MENA · stress 0.36Bahrain / BHRregion MENA · stress 0.40Iran / IRNregion MENA · stress 0.91Iraq / IRQregion MENA · stress 0.61Yemen / YEMregion MENA · stress 0.93Egypt / EGYregion MENA · stress 0.69

[ 04 ]  $_SCENARIOS · related register

// HORMUZ-2026ELEVATED · prob 0.34// SANCTIONS-Q3WATCH · prob 0.58// WHEAT-2026MONITORING · prob 0.22// MALACCA-2026WATCH · prob 0.18// EU-COLDSNAP-2026WATCH · prob 0.41// MONSOON-2026WATCH · prob 0.27// BLACKSEA-HALT-2026ELEVATED · prob 0.31// GULF-REFINERY-2026WATCH · prob 0.23// SAHEL-FAMINE-2026ELEVATED · prob 0.62// SNAPBACK-2026WATCH · prob 0.36// PAKISTAN-FX-2026WATCH · prob 0.33// GULF-HURRICANE-2026MONITORING · prob 0.44// RAREEARTH-2026WATCH · prob 0.38// IRAQ-GRID-2026WATCH · prob 0.29// IBERIA-GRID-2026WATCH · prob 0.30// FR-NUCLEAR-2026MONITORING · prob 0.24// EU-GAS-2026ELEVATED · prob 0.46// EU-INDUSTRY-2026WATCH · prob 0.52// BALKANS-GRID-2026WATCH · prob 0.41// UA-GRID-2026ELEVATED · prob 0.55// NORTHSEA-2026MONITORING · prob 0.33// NORDIC-HYDRO-2026WATCH · prob 0.37// PANAMA-2026WATCH · prob 0.44// CARIBBEAN-FUEL-2026ELEVATED · prob 0.48// CUBA-GRID-2026ELEVATED · prob 0.57// ANDEAN-HYDRO-2026WATCH · prob 0.40// US-GULF-2026WATCH · prob 0.36// EASTASIA-LNG-2026WATCH · prob 0.45// CENTRALASIA-2026WATCH · prob 0.43// LEVANT-2026ELEVATED · prob 0.54// SOUTHASIA-FERT-2026ELEVATED · prob 0.50// SEASIA-GRID-2026WATCH · prob 0.42// CAUCASUS-2026MONITORING · prob 0.31// SAF-GRID-2026ELEVATED · prob 0.53// SAHEL-2026ELEVATED · prob 0.56// WAFRICA-POWER-2026WATCH · prob 0.47// EAFRICA-FX-2026WATCH · prob 0.46// MAGHREB-2026MONITORING · prob 0.30// CAFRICA-OIL-2026MONITORING · prob 0.34// ISLANDS-2026WATCH · prob 0.44// PACIFIC-FUEL-2026ELEVATED · prob 0.49// ANZ-ENERGY-2026MONITORING · prob 0.30// PACIFIC-CYCLONE-2026WATCH · prob 0.40// ALPINE-SWE-2026 · prob 0.62// EU-FOREST-2060 · prob 0.45// RIPARIAN-2026 · prob 0.50