I don’t know you figure there’s double counting from that article: the shuttles to Fujairah are transiting the strait.

I’m also dubious about the gross figures but I do think it’s an interesting possibility (if they are correct then there’s an uncharacteristic overshoot in pricing, which seems suspicious). But ppl in the industry seem to take Kpler seriously — I just saw them at Gastech last month.

I can’t find the referenced report (it could be just a subscriber note) but here’s a blog entry on how they count: https://www.kpler.com/blog/explainer-the-nuances-of-reading-...

We need to move the global economy off fossil fuels and and an opex-driven fuel system in general. Fortunately that shift is finally well under way, except in the US.