Surfing the 'Oil Glut': Satellites, Transponders, and the Commodities Info War

Podcast: Multipolarity · Multipolarity

Opublikowano: 2026-10-01

What can we know about the oil that gets through Hormuz? Turns out most of what we know filters through a single data point: a company called Kpler. Before the war, Kpler's numbers were solid. They combined transponder tracking with loading and unloading records, following each ship payload from port to port. But then the shadow fleet tankers switched their transponders off. No one reports their cargo any more. Now, Kpler has to fall back on satellite images. And those are redacted by the Pentagon... Now, says Philip Pilkington, we're all...