Azija nima alternative za arabsko nafto

13 marca, 2026 By in gospodarstvo Komentiraj

Asia’s refineries are built for Gulf crude

That’s exactly what’s disappearing from Hormuz right now

You can’t just swap in US Light Sweet.

It doesn’t run the same way.

Why there’s no easy substitute:

  • Russia: Already maxed out, can’t scale further
  • US Light Sweet: Wrong grade for Asian refineries
  • Venezuela Heavy: Extra-heavy, rarely goes to Asia
  • Canada Heavy: 96% to US, not exported to Asia

The reality is that  Asia doesn’t just need oil.

Asia needs Medium and Heavy Sour crude from the Gulf.

And right now:

  • The Strait is 80% closed
  • Refineries are burning
  • Producers are declaring force majeure
  • Tankers won’t enter the Gulf

You can’t replace it barrel for barrel because refineries are built for specific grades.

When those grades disappear, the system breaks.

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