Countries
In-depth assessments of 21 countries: production, transit vulnerability, reserves, political risk.
United States
October 13 review: US Gulf oil shut-ins estimated at 604,503 b/d; delivered recovery unverified. Historical country context is dated June 10.
United Kingdom
United Kingdom profile: London as the epicenter of global marine and war-risk insurance (Lloyd's), shipping services, and coalition diplomacy through the Strait of Hormuz crisis.
UAE
UAE energy profile: the Habshan-Fujairah pipeline to the Gulf of Oman, the region's primary Strait of Hormuz bypass, reported largely inoperative since mid-July following nearby tanker strikes. Iran fired two ballistic missiles toward UAE territory Aug 18, the first missile attack on the UAE homeland of the crisis; the UAE cut all economic ties with Iran on Aug 19.
Saudi Arabia
October 14: Saudi Arabia says an Aramco office building was attacked. No casualties or supply impact were reported at the morning cutoff.
India
India energy profile: heavy crude-import dependence on the Gulf, exposure to Strait of Hormuz price and freight shocks, and the world's largest pool of merchant seafarers crewing global tanker fleets. On July 16, the DGS advisory watched since June escalated into an actual ban on Hormuz transits for Indian crews.
Japan
Japan energy profile: near-total crude-import dependence on the Gulf via the Strait of Hormuz, one of the world's largest strategic petroleum reserves, and exposure to oil-price and supply shocks.
South Korea
South Korea energy profile: a major crude importer and refined-product exporter dependent on Gulf oil via the Strait of Hormuz, with large strategic reserves buffering supply shocks.
Singapore
Singapore energy profile: Asia's leading oil refining, trading, and bunkering hub, dependent on Gulf feedstock via the Strait of Hormuz and exposed to supply and freight shocks.
Iran
Iran country brief: the first direct US-Iran contact of the crisis, Witkoff and Kushner meeting Araghchi for three hours on the UNGA sidelines Sep 22, cuts TankerBrief's own settlement-collapse probability from 95-97% to 84-90%. Pezeshkian's UNGA address softens his Sep 12 line that direct talks are an insurmountable barrier without naming the channel. Iran's own condition, a seven-day reopening if Washington lifts the port blockade, stays unmet as the US redirection tally keeps climbing. Also covers Kharg Island exports, IRGC Hormuz control, and Iran's role as the central actor in the crisis.
Israel
Israel energy profile: Leviathan and Karish offshore gas, refined-product import exposure, the conflict with Iran, and the Lebanon front as the key regional escalation trigger.
Qatar
Qatar, October 8: a tanker was struck ~51nm north of Madinat ash Shamal inside Qatar's EEZ, the first deep-Gulf attack since September 9. Energy profile of a top-two LNG exporter by 2025 volumes and its Hormuz exposure.
Iraq
Iraq energy profile: Basra and southern Gulf crude exports dependent on the Strait of Hormuz, the Kirkuk-Ceyhan pipeline as the sole alternative route, and a widening security picture after Iranian drones struck KRG PM Barzani's office near Erbil on Aug 17, the first attributed Iranian strike on KRG leadership, while the postponed militia retaliation threat against US and Saudi forces stays live.
Kuwait
Kuwait, October 5: Reuters reports Kazimah III was hit October 1, with crew safe. OPEC+ holds November production targets.
Bahrain
Bahrain energy and security profile: US 5th Fleet (NAVCENT) HQ, the Sitra refinery, and Alba aluminium smelter, plus Bahrain's role in the Strait of Hormuz crisis and the Gulf naval blockade.
Oman
Oman energy profile: Gulf-of-Oman bypass ports at Sohar and Duqm outside the Strait of Hormuz, and Muscat's mediation of the Iran-Oman Hormuz corridor talks. Tehran now says the bilateral understanding is finalized and that the two will decide how to announce or register it, which would settle the corridor question without a GCC signature. Oman ratified the Law of the Sea Convention and Iran never did, so the mediator carries the legal exposure its partner does not.
Yemen/Houthis
Yemen and the Houthis (Ansar Allah): the Bab el-Mandeb strait and Red Sea as the second chokepoint risk to global oil and shipping. As of Sep 11 the movement physically holds Perim (Mayyun) Island at the strait's narrowest point, along with Mocha, Dhubab and the Hanish group, converting an episodic attack campaign into positional control of a waterway that had been the relief valve for a closed Strait of Hormuz.
Egypt
Egypt energy profile: the Suez Canal and SUMED pipeline as Strait of Hormuz alternative oil routes, its natural-gas balance, and its mediating role in the Gulf crisis. A drone struck two LNG vessels at Egypt's Damietta port Jul 29, the first attack on Egyptian soil this war.
Pakistan
Pakistan energy profile: heavy oil and LNG import exposure, fragile foreign-exchange reserves, and its role as a lead mediator in the Strait of Hormuz crisis.
Bangladesh
Bangladesh energy profile: near-total oil and LNG import dependency, thin foreign-exchange reserves under an IMF program, and acute exposure to Strait of Hormuz supply and price shocks.
China
China energy profile: the largest buyer of sanctioned Iranian crude via the shadow fleet, teapot refiners, and yuan settlement, now facing a formally announced Treasury sanctions offensive against the banks, refiners, and shipping networks sustaining Iran's oil trade, with a roughly 1.2-billion-barrel strategic reserve cushioning Strait of Hormuz disruption.
Russia
Russia energy profile: the prime beneficiary of Strait of Hormuz disruption, with discounted Urals crude flowing to India and China as Gulf barrels are blocked.