Nyx Markets

🇨🇳 China’s crude supply chain just shifted fast

In May, China’s crude imports from the Middle East reportedly fell 56% year-on-year.

That is a huge move.

Some major suppliers almost disappeared from China’s import list:

• Kuwait fell to zero
• Iraq dropped 95%
• UAE fell 87%
• Oman dropped 45%

But China did not stop buying crude.

It simply found new barrels.

Brazil became a big winner.
South Sudan even entered China’s top 10 suppliers for the first time.

This is the lesson for new brokers:

Oil does not stop moving when supply routes break, it reroutes.

But here’s the important part.

Not every crude is the same.

A refinery that normally uses Middle Eastern crude cannot always switch perfectly to Brazilian, African, or Latin American crude.

Different crude means different:

• Quality
• Sulphur
• Yields
• Freight costs
• Refinery performance
• Buyer preference

So when you’re brokering oil, don’t just think:

“I have buyer. I have seller.”

Think:

Does this exact barrel work for this exact buyer?

That is where real brokerage starts.

China’s shift shows one thing clearly:

When the market changes, opportunity appears.

The brokers who understand flows, grades, routes, and buyer needs will always be ahead of the ones just forwarding SCOs in Telegram groups.

Market Update: Why the Next 7–10 Days Matter More Than the Last 72 Hours

If anyone is on the fence, now is the time... The oil market has moved from a "deal might happen" environment to a "deal is being priced in" environment.

That's a very important distinction.

Over the past few days, markets have reacted positively to reports of a preliminary US-Iran agreement and the potential reopening of the Strait of Hormuz. Crude has sold off, equities have rallied, and traders are increasingly pricing in a smoother path back to normality.

However, there is a major difference between a political announcement and a functioning physical market.

The physical side of the industry still needs to catch up. We're yet to see full confirmation through:

• Normal tanker movements

• Insurance coverage returning to standard levels

• Freight rates stabilising

• Port nominations increasing

• Cargoes loading and discharging without disruption

Right now, the paper market is pricing peace. The physical market is still waiting for proof and this creates opportunity.

The next 7–10 days will be critical. If vessel traffic normalises and cargoes start flowing freely again, the market's current pricing may be justified.

If not, we could see another sharp repricing as traders realise physical constraints remain.

For brokers, this is exactly why understanding the difference between headlines and physical execution matters.

Most people watch the news, professionals watch the cargoes.

Market Update: Trump Announces Iran Deal, Don't Make the Rookie Mistake...

Over the weekend, President Trump announced that the US and Iran have reached a tentative peace agreement, with both sides indicating that the Strait of Hormuz is expected to reopen and a broader framework will be signed in the coming days. Key details are still being negotiated, but the immediate market reaction has been clear: oil prices have fallen and risk premiums have started coming out of the market.

Most people will look at this and think:

"The opportunity is over."

They're wrong.

The biggest opportunities in physical commodities rarely come from the headline itself.

They come from the confusion that follows.

Questions every trader, supplier, buyer, refinery and logistics company is asking right now:

• How quickly does Hormuz actually normalize?

• Will sanctions relief materialize?

• How much Iranian product returns to market?

• Which contracts need repricing?

• Which buyers delayed purchases waiting for clarity?

• Which sellers are suddenly sitting on inventory they expected to move at higher prices?

That's where brokers make money.

Volatility creates urgency.
Urgency creates transactions.
Transactions create commissions.

The reality is that physical markets don't switch from "crisis" to "normal" overnight. There will be weeks, and likely months, of counterparties repositioning themselves as the market digests this news.

For those of you inside this community:

This is not the time to sit back and watch the news.

This is the time to:

• Speak with buyers.

• Speak with suppliers.

• Understand who has product.

• Understand who needs product.

• Learn how deals actually move.

Some of the biggest commissions are earned when everyone else is busy debating the headlines.

The market is moving.

Make sure you're in it. 🚀

--

ANY QUESTIONS DM ME HERE OR ON TG @theoilbrokeracademy

Team,

Over the next few weeks, we're going to be making a serious push.

The market is becoming increasingly active. Volatility, supply uncertainty, shifting trade flows, financing needs, and geopolitical tensions are creating opportunities that simply don't exist during quiet periods.

This industry rewards the people who are present when things start moving, not the people who show up after everyone else is already making money.

If you've been sitting on the sidelines, lurking in the community, or waiting for the "perfect time" to start outreach, build relationships, and learn the process, this is your wake-up call.

The brokers who close deals over the next 6–12 months won't necessarily be the smartest people in the room. They'll be the ones who stayed active, stayed visible, followed up consistently, and put themselves in the path of opportunity.

As a result, we're going to be increasing activity across the community:

• More market updates

• More deal discussions

• More training

• More live sessions

• More accountability

But this only works if you participate.

Ask questions. Share conversations. Post updates. Help each other. Build relationships.

The next few months could be some of the most interesting conditions we've seen in years. Make sure you're positioned to take advantage of them.

-

You can reach me here or on telegram @theoilbrokeracademy