AmericasMerey / HamacaInflow
Venezuela → United States
560 kb/d sep 2026 · 90 kb/d in 2025
The post-Maduro redirect. July 2026 USGC receipts hit a record ~608 kb/d.
Physical trade
Gold leaves. Steel arrives.
Country-to-country crude and LNG. Click a country to isolate what it sends and what it takes. 2025 is the last peacetime year; September 2026 is after Maduro and after Hormuz.
United States crude out
3.74 mb/d
6.25 mb/d inbound crude.
United States crude in
6.25 mb/d
Net -2.51 mb/d.
LNG out
127 bcm
0 bcm inbound LNG.
WTI Cushing
$103
United States · Brent $107
Inflows and outflows
The molecules changed destination.
Line weight is volume. Particles run exporter to importer. Gold is what the selected country sends; steel is what it takes.
OutflowInflowCrudeLNG
United States · particles run exporter → importerUnited States outflows 3.74 mb/d crude, 127 bcm LNG. Inflows 6.25 mb/d crude, 0 bcm LNG.
United States · In + out
Outflows
Inflows
Monthly bpd
The same corridor, month by month.
July 2025 through September 2026. The January jump is Caracas. The February line is the Iran war; March is the first full month of shut-in Gulf barrels.
Selected corridor
Venezuela → United States
560 kb/d
3 January 2026 · Maduro ousted
28 February 2026 · Iran war started
2025 vs now
Who gained the molecules.
Top corridors in the filter above. Crude in kb/d (1.0 = 1 mb/d); LNG in bcm when that molecule is selected.
Into a capital
The import slate, rewritten twice.
Stack the barrels arriving in China, the US, India, Japan or northwest Europe. Maduro takes Venezuela off China’s list. The Iran war takes the Gulf off everyone’s.
3 January 2026 · Maduro ousted
28 February 2026 · Iran war started
Mapped inbound crude only, kb/d (axis in thousands). Not a complete import balance — LNG, products and unlisted grades are off this board.
Local crude
Each capital has a different tape.
WTI and Brent for the United States, Shanghai INE for China, Dubai for Japan, Merey for Venezuela. Dashed Brent sits on every non-Atlantic chart. Markers: Maduro ousted 3 January; Iran war 28 February.
United States
WTI Cushing
$103.0
3 January 2026 · Maduro ousted
28 February 2026 · Iran war started
The US print is WTI at Cushing; Brent is the waterborne cousin on the same chart. Hormuz hits Brent first, WTI with a lag and a smaller spike.
The raid and the concession sit on the delivery timeline. The GPU waterborne book is on Transit. Spot tape is on Markets.