Drone Attacks Suspend CPC Caspian Oil Loadings, Major Export Route Disrupted
🛢️ CASPIAN — Iran's targeting doctrine just jumped a sea. 📌 LOOK CLOSER: CPC moves ~1.3M bpd of Kazakh crude through Novorossiysk — a Black Sea route explicitly outside the Gulf theater. Suspending loadings here signals either Iranian proxies expanding strike range or a separate actor exploiting the chaos. Either way, a second major export corridor goes offline while Hormuz is already near-paralyzed. European refiners dependent on CPC grades now face simultaneous supply disruptions on both flanks.
