WORLD SYSTEM BRIEF
FLOWS · BOTTLENECKS · LEVERAGE
ENTITIES · 2026-09-30 · ENTITIES

ENTITIES

Tracked objects and their latest recorded state.

Brazil beef → China
quota exhausted · +55% tariff
1 ISSUE
Cheniere → Petrobras LNG
22-year SPA · 0.8 mtpa · FOB
1 ISSUE
COSCO → Zippel
possible prohibition
2 ISSUES
East-West Pipeline
recovering / partial
3 ISSUES
EU methane import rules
possible delay to 2028
2 ISSUES
European grid guarantees
€700m guarantee portfolio
1 ISSUE
Gulf crude export flow
recovering; still impaired
1 ISSUE
Gulf of Oman STS
large-scale adaptation; capacity-limited
2 ISSUES
Hormuz
persistent constraint · easing
3 ISSUES
LNG Canada Phase 2
committed / FID taken
1 ISSUE
LNG Canada upstream
upstream capacity response visible
1 ISSUE
Nvidia → China
possible policy relaxation
2 ISSUES
US SPR → refiners
new loan offer up to 40m barrels
1 ISSUE