Oil, Gas and Refinery Sectors - updates

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ghazi52 said:
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From above:

"The Committee was informed that the country remains adequately positioned in terms of fuel availability, with March requirements fully secured. It was further noted that, based on current cargo planning and supply arrangements, coverage is available up to mid-April and efforts are underway to extend coverage further towards the end of April. Overall stock levels and scheduled imports indicate that the country maintains comfortable inventories of crude oil and key petroleum products for March, with sufficient planning in place to ensure continued availability during April."

www.unz.com

Choke Point: The Global Economic Consequences of The Persian Gulf Shutdown

How the disruption of oil, liquefied natural gas, and urea exports will cascade through the world economy
www.unz.com www.unz.com

Pakistan: The Fragile State Scenario

Pakistan faces severe exposure on oil and LNG, and significant exposure on urea. Critically, Pakistan begins any crisis from a position of chronic fiscal and foreign exchange weakness. A Gulf shutdown would rapidly exhaust its ability to finance import bills, potentially triggering sovereign default, currency collapse, and widespread civil unrest. Pakistan’s nuclear arsenal makes its potential destabilisation a matter of global security concern, not merely an economic one.

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Davey Crockett said:
From above:

"The Committee was informed that the country remains adequately positioned in terms of fuel availability, with March requirements fully secured. It was further noted that, based on current cargo planning and supply arrangements, coverage is available up to mid-April and efforts are underway to extend coverage further towards the end of April. Overall stock levels and scheduled imports indicate that the country maintains comfortable inventories of crude oil and key petroleum products for March, with sufficient planning in place to ensure continued availability during April."

www.unz.com

Choke Point: The Global Economic Consequences of The Persian Gulf Shutdown

How the disruption of oil, liquefied natural gas, and urea exports will cascade through the world economy
www.unz.com www.unz.com

Pakistan: The Fragile State Scenario

Pakistan faces severe exposure on oil and LNG, and significant exposure on urea. Critically, Pakistan begins any crisis from a position of chronic fiscal and foreign exchange weakness. A Gulf shutdown would rapidly exhaust its ability to finance import bills, potentially triggering sovereign default, currency collapse, and widespread civil unrest. Pakistan’s nuclear arsenal makes its potential destabilisation a matter of global security concern, not merely an economic one.

View attachment 186242
Click to expand...

Out dated, this was true in 2022 not anymore. Pakistan in fact is desperate to get rid of surplus LNG cargos. This war may help Pakistan renegotiate LNG deal with Qatar.
 
Bilal said:
Maybe we should find that offshore oil real quick.
Click to expand...
Aint happening, we are far to vulnerable to market shock. Bangladesh, S.Korea, Pakistan, all of us are F'd.

Bajao Tallian jang ki aur. 🤣
 
Human being is resilient, but that's average, Pakistanis' are above average, so you guys will figure it out. Good thing is certain someone pushed Pakistanis to plant enough trees some years ago (billion tree tsunami), back to cooking on wood fire :(.

Pakistan does have good mustard crops, may be stop massaging it on the hair and everywhere else and instead use it for where it's most profitable. Like below,
It's already been tested and used. so there is that, but then Pakistan is 3rd largest producer of mustard oil and still imports 80% of mustard oil. So definitely need to prioritize the uses of it.
 

Four gasoline, crude oil and LPG vessels arrive at Karachi ports​

News Desk20/03/2026
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Four vessels carrying gasoline, crude oil and liquefied petroleum gas (LPG) arrived at Karachi’s ports over the past 24 hours, supporting Pakistan’s fuel supply chain amid ongoing disruptions in the Gulf region.

According to a news report, port authorities confirmed that all shipments reached safely despite escalating tensions affecting energy infrastructure across Iran, Qatar, the United Arab Emirates, Saudi Arabia and Kuwait.

At Port Qasim, MT Sunny Liger docked at the FOTCO Terminal with 25,000 metric tons of motor gasoline sourced from Fujairah in the UAE. MT NCC REEM also berthed at the same terminal, delivering 37,073 metric tons of gasoline from Yanbu, Saudi Arabia.

MT Gas Aurora arrived at the EVTL Terminal carrying 2,590 metric tons of LPG from Oman.

At Karachi Port Trust (KPT), MT Karachi docked at the oil terminal with 73,000 metric tons of crude oil imported from Das Island in the UAE.

The combined inflow of fuel cargo comes at a time of heightened uncertainty in global energy markets, with disruptions linked to ongoing conflict in the Gulf region.

Officials said the arrivals will help maintain domestic supply levels in the short term as Pakistan continues to rely on imports to meet its energy requirements.
 

Four fuel shipments arrive at ports​


KARACHI: Four vessels laden with gasoline, crude oil, and liquefied petroleum gas (LPG) have arrived at Karachi’s...

Muhammad Ali
March 20, 2026

KARACHI: Four vessels laden with gasoline, crude oil, and liquefied petroleum gas (LPG) arrived at Karachi’s ports over the past 24 hours, providing critical support to the country’s energy supplies as the Gulf region reels from a rapidly escalating conflict that has taken a direct aim at energy infrastructure across multiple countries.

The arrivals come at a particularly tense moment, as the Gulf conflict has shifted into what analysts are describing as a direct “Energy War” between Iran and regional Gulf states, following a series of attacks on energy installations in Iran, Qatar, the United Arab Emirates, Saudi Arabia, and Kuwait, raising alarm over the security and continuity of global fuel supplies.

Despite the volatile regional backdrop, Pakistan’s port authorities have confirmed the safe arrival of all four vessels, signalling the country’s continued ability to secure its energy imports through the turbulence.

MT Sunny Liger docked at the FOTCO Terminal at Port Qasim carrying 25,000 metric tons of MOGAS (motor gasoline) sourced from Fujairah, UAE. MT NCC REEM also berthed at the FOTCO Terminal, delivering a larger consignment of 37,073 metric tons of gasoline, shipped from Yanbu, Saudi Arabia.

MT Gas Aurora arrived at the EVTL Terminal at Port Qasim carrying 2,590 tons of LPG from Oman.
 
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Similarly, MT Karachi docked at the KPT oil terminal carrying 73,000 metric tons of crude oil, sourced from Das Island in the UAE.

The combined cargo represents a substantial injection of energy resources into the country’s supply chain at a time when regional uncertainty has cast a long shadow over oil and gas supplies from the Gulf.

The timely arrival of these shipments is expected to provide short-term stability to domestic fuel supplies. The country is heavily dependent on fuel imports to meet its domestic energy requirements as the authorities are working to shield the country from an energy crisis amid the ongoing Gulf situation.
 

PNSC ensures uninterrupted energy supplies amid tensions​


Nuzhat Nazar
March 19, 2026

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ISLAMABAD: Amid growing geopolitical tensions and disruption around the Strait of Hormuz, the Pakistan National Shipping Corporation (PNSC) has ensured uninterrupted energy supplies to the country.

Sources told Business Recorder on Wednesday that the PNSC continued operations despite the High Risk Area (HRA) extension up to the Red Sea, Fujairah, and Sohar, where many foreign vessels showed reluctance to operate.

Since the escalation, the PNSC has successfully transported approximately 574,000 MT of crude (8–9 cargoes) and 61,000 MT of gasoil under PSO supplier arrangements, maintaining stable freight levels despite a 5-6 times increase.

PNSC performance highlights the critical importance of Pakistan-flagged vessels and national crew in sustaining the country’s supply chain during crises.

The Corporation encourages importers and exporters to utilize national flag services in the long run to strengthen maritime resilience and ensure continuity in challenging times.
 
This nicely explain why Pakistan isn't as affected by Iran war as Bangladesh and India. In fact this is perfect oportunity to get out of LNG contract for good.
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Mobile app-based fuel quota system finalised for motorcycles, rickshaws amid global oil crisis​

Khaleeq Kiani
March 25, 2026

ISLAMABAD: The government has finalised a mobile application-based quota system for fuel for two- and three-wheelers, which may possibly include up to 800cc vehicles, to ensure a targeted subsidy to the low-income strata and to minimise oil consumption through pricing signals.

The details of the quota-based fuel supply system have been tested and finalised by the Oil and Gas Regulatory Authority (Ogra) and the ministries of finance, petroleum and information technology, a senior government official told Dawn.

Based on these workings, the government will now take a final decision on whether the scheme should extend to small cars or remain restricted to two- and three-wheelers.

The government plan involves “a quota-based fuel supply system” to be operated through a mobile application and would be end-to-end automated.

www.dawn.com

Mobile app-based fuel quota system finalised for motorcycles, rickshaws amid global oil crisis

The government will now take a final decision whether the scheme should extend to small cars or remain restricted to two- and three-wheelers.
www.dawn.com
 
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