6 questions answered in 2 published briefs · Updated 1 Oct 2026
“74–196 million barrels could leave Saudi Arabia in six weeks with the shuttle running, but none bought on 25 September was on file to land that soon.”
The brief’s reading of the evidence; not a registered forecast.Primary Saudi Arabia Affected Japan, Republic of Korea, China, India, Islamic Republic of Iran, Oman, United Arab Emirates, Egypt, Yemen, United States of America
“Adding the shortest timed voyage (Ulsan 21 days, Zhanjiang 18, Sikka 3), the first cargo reaches Korea after 58 days, China after 55 and India after 40 at the earliest.”
The brief’s reading of the evidence; not a registered forecast.Primary Saudi Arabia Affected Republic of Korea, China, India
“Repriced cargo by cargo: by mid-2026 LNG kept under a tenth and crude under a quarter of their late-2025 flow through the Strait, and by 28 September crude, on Kpler's pre-war baseline, was back; products were not.”
The brief’s reading of the evidence; not a registered forecast.Primary Islamic Republic of Iran, Oman Affected Saudi Arabia, United Arab Emirates, Iraq, Kuwait, Qatar, Bahrain, China, India, Japan, Republic of Korea
“On the Kiel Institute's model of a full closure, US welfare falls by 0.07 per cent while losses in South Asia and Africa are 10 to 20 times larger in percentage terms.”
The brief’s reading of the evidence; not a registered forecast.Primary Islamic Republic of Iran, Oman Affected United States of America, India, Republic of Korea, Japan, China
“The two largest strategic holders behind the Strait were not part of it. EIA estimates China's strategic stock at 1,492 million barrels in the second quarter of 2026 and India's at 21 million; neither country is an IEA member.”
The brief’s reading of the evidence; not a registered forecast.Primary Islamic Republic of Iran, Oman Affected China, India, Japan, Republic of Korea
“A right to refuse is not a price: it withdraws crews one at a time, with no published rate.”
The brief’s reading of the evidence; not a registered forecast.Primary Islamic Republic of Iran, Oman Affected India, Philippines
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Each answer is quoted verbatim from the brief. Answers with a register ID are our estimates, scored when they resolve; the others are the brief’s reading of the evidence, not forecasts.
Regions in these questions Asia · East Asia · Middle East · North America · South Asia
No published brief has India as its subject yet; the questions above name it as affected.
Each is our estimate, scored when it resolves. Published briefs only; the full register lists every one.
No registered forecast is attached to these questions yet.
| ID | Forecast | Our estimate | Issued | Resolves by | Status |
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Q 023 · Edition 1.0
T 003 · Edition 1.0
General research for general circulation; not investment, legal or tax advice and not tailored to any reader. Every probability is our estimate, scored when it resolves.
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