Press

HUAX in the press

Selected reporting, interviews and analysis citing HUAX data, research or commentary.

Cited directly by The Wall Street Journal, The Times, The National, Yahoo Finance, Energy Intelligence, Seatrade Maritime News, AGBI, BILD and Shipping Italy. Arsenio Longo has also appeared live on the BBC four times.

Labels show the HUAX contribution

The Wall Street Journal

Vessel and cargo analysis

U.S. Says Oil Is Pouring Through Hormuz. Trackers Can’t Find It. (opens in a new tab)

The Wall Street Journal used HUAX vessel and cargo analysis in examining the discrepancy between official US oil-flow estimates and the observable commercial shipping picture.

“I can't get to 10 million barrels a day from the vessel and cargo picture available to me.”

Arsenio Longo, HUAX

Coverage archive

64 entries · 2026

Coverage citing HUAX, newest first
DatePublicationHeadlineTypeSource
2026
AGBISaudi oil exports from eastern ports climb (opens in a new tab)Citationagbi.com
The NationalUAEShip traffic in Bab Al Mandeb strait halves as Houthis seize control of key island (opens in a new tab)Arsenio was quoted on the strategic importance of Perim and Dhubab for commercial shipping and the resulting pressure on traffic through Bab al-Mandab.Citationthenationalnews.com
AGBIArctic shipping corridor offers alternative to Red Sea route (opens in a new tab)HUAX provided analysis of the Northern Sea Route and where it could compete for high-value and time-sensitive cargo between northern China and Europe.Citationagbi.com
Insurance EdgeFrom the Strait to the Shopping Basket: What Hormuz Can, and Cannot, Tell Us About Inflation (opens in a new tab)Republicationinsurance-edge.net
Energy IntelligenceSaudi Arabia Leans More Heavily on Sumed as Hormuz Flows Lag (opens in a new tab)Energy Intelligence made extensive use of proprietary HUAX analysis of the Yanbu–Ain Sukhna shuttle system.Citationenergyintel.com
AGBISaudi shuttling oil through Hormuz after pipeline closure (opens in a new tab)HUAX analysis of Saudi crude movements through Hormuz following the closure of the East-West Pipeline, including the emerging use of short-haul tanker movements and offshore transfers outside the Gulf.Citationagbi.com
AGBIHow Gulf oil is being shuttled through Hormuz (opens in a new tab)Citationagbi.com
AGBI‘Operationally hazardous’ Red Sea remains open to shipping (opens in a new tab)Citationagbi.com
AGBIGulf-China supertanker freight nears 30% of oil price (opens in a new tab)Citationagbi.com
Energy IntelligenceUS-Iran Escalation Tests Hormuz Risk Tolerance (opens in a new tab)Arsenio was quoted on changing NOC risk tolerance, controlled tanker movements through Hormuz and offshore cargo handovers.Citationenergyintel.com
Pole Star GlobalFrom the Strait to the Shopping Basket: What Hormuz Can, and Cannot, Tell Us About Inflation (opens in a new tab)Joint research by Arsenio Longo / HUAX and Saleem Khan / Pole Star Global.Joint researchpolestarglobal.com
The Wall Street JournalUSU.S. Says Oil Is Pouring Through Hormuz. Trackers Can’t Find It. (opens in a new tab)The Wall Street Journal used HUAX vessel and cargo analysis in examining the discrepancy between official US oil-flow estimates and the observable commercial shipping picture.Citationwsj.com
Sina FinanceChina“消失的石油”?霍尔木兹通航数据成谜,美方与商业数据分歧显著 (opens in a new tab)Chinese financial coverage of the dispute over actual Hormuz oil flows directly cited HUAX’s estimate of approximately 2–5mn b/d, alongside Kpler, Vortexa and other market estimates.Pickupfinance.sina.com.cn
AGBIShipowners could rethink Red Sea after deadly Houthi attack (opens in a new tab)HUAX analysis on how the attack could affect shipowner risk appetite and commercial traffic through the Red Sea.Citationagbi.com
AGBIIran route is dominant Hormuz channel but shuttling grows (opens in a new tab)Citationagbi.com
Seatrade Maritime NewsSaudi tanker on fire after Houthi strike in Red Sea (opens in a new tab)Arsenio was quoted on the strategy of “selective disruption” and the implications for owners, insurers and war-risk pricing.Citationseatrade-maritime.com
AGBIRed Sea shipping adopts Hormuz playbook (opens in a new tab)HUAX analysis of AIS and vessel-behaviour patterns first observed during the Hormuz crisis increasingly appearing in the Red Sea.Citationagbi.com
Pravda.RuRussiaРоссия снова извлекает выгоду на рынке нефти после ударов хуситов в Красном море (opens in a new tab)Pravda.Ru directly identified Arsenio as founder of HUAX and carried the HUAX description of the Houthi approach as “selective disruption” in its reporting on attacks against Saudi-linked shipping.Pickuppravda.ru
AGBIHouthi embargo threat creates perfect storm for shipping (opens in a new tab)HUAX analysis of the combined pressure created by disruption at Hormuz and increased shipping risk around Bab al-Mandab.Citationagbi.com
BILDGermanySaudi-Arabien im Visier: Terrormiliz blockiert nächste wichtige Öl-Route (opens in a new tab)HUAX discussed Saudi reliance on Yanbu and the potential implications for insurance, transport costs and vessel routing.Citationbild.de
Insurance EdgeThe Waiting Room off Johor: Iranian Tankers and the Maritime Grey Zone East of Singapore (opens in a new tab)Republicationinsurance-edge.net
AGBIHormuz crossings resume via Omani corridor despite patrols (opens in a new tab)Citationagbi.com
HUAX / Pole Star GlobalThe Waiting Room off Johor: Iranian Tankers and the Maritime Grey Zone East of SingaporeJoint analysis of Iran-linked tanker behaviour around the Eastern Outer Port Limits.Joint researchHUAX Journal
AGBIShipowners reluctant to risk the Strait of Hormuz (opens in a new tab)HUAX highlighted the response to an IOC tanker tender as a practical market test of shipowner risk appetite.Citationagbi.com
Shipping ItalyItalyLongo (Huax Maritime Intelligence): oltre la ‘black-box’ del rischio marittimo (opens in a new tab)An in-depth interview with Arsenio and Mariagrazia covering HUAX, Hormuz, AIS integrity, shadow-fleet behaviour, sanctions risk, behavioural maritime intelligence and superyacht tracking.Interviewshippingitaly.it
Energy IntelligenceUS Issues 60-Day Sanctions Waiver for Iranian Crude, Products (opens in a new tab)Arsenio was quoted on whether OFAC could treat Iran’s new PGSA transit process as part of licensed maritime movement or whether separate guidance might be necessary.Citationenergyintel.com
Yahoo FinanceUS‘It will take time’: Oil markets have a long way back, even with a US-Iran peace deal on the table (opens in a new tab)HUAX was quoted on shipowner confidence, insurance assumptions and the fragility of any return to normality in Hormuz.Citationnz.finance.yahoo.com
Seatrade Maritime NewsThe rise of AIS ‘trolling’ in the Strait of Hormuz (opens in a new tab)Extensive direct HUAX commentary distinguishing manipulated voyage or identity fields on genuine vessels from synthetic AIS contacts and explaining the operational cost of a polluted maritime picture.Citationseatrade-maritime.com
BILDGermanyManipulierte Schiffsdaten mit Spott gegen Revolutionsgarden aufgetaucht (opens in a new tab)Coverage of manipulated AIS identities and unusual destination-field messages associated with the Hormuz crisis, with HUAX analysis of their implications for maritime situational awareness.Citationbild.de
AGBILibya crude commands premium, US import data shows (opens in a new tab)HUAX discussed direct Libya–US crude movements, their variability and the role of Mediterranean refining and onward product flows.Citationagbi.com
AGBIMore oil tankers cross Hormuz – but many vessels ‘go dark’ (opens in a new tab)HUAX provided vessel-behaviour analysis as visible tanker movements increased while AIS-dark activity remained a significant part of the picture.Citationagbi.com
AGBIUS lifts blockade as Iranian tankers reappear in Gulf (opens in a new tab)Citationagbi.com
Pole Star GlobalVolume Surge in the Panama Canal: How the Hormuz Crisis Is Redrawing Global Trade Routes (opens in a new tab)Joint analysis of changes in global maritime routing associated with the Hormuz crisis.Joint researchpolestarglobal.com
Yahoo FinanceUSOil plunges as Trump says US is in ‘final stages’ on deal with Iran, tankers cross through Hormuz Strait (opens in a new tab)HUAX analysed the apparent controlled-lane pattern and noted that returning tanker movements appeared shaped by clearance, route discipline and political acceptability.Citationau.finance.yahoo.com
Yahoo FinanceUSOil prices rise as tensions flare in Middle East, Trump says US-Iran ceasefire is ‘on life support’ (opens in a new tab)HUAX described Hormuz as evolving from a simple open/closed binary into a layered and selectively managed access system.Citationau.finance.yahoo.com
AOLUSOil prices rise as tensions flare in Middle East, Trump says US-Iran ceasefire is ‘on life support’ (opens in a new tab)Several Yahoo Finance pieces quoting HUAX were subsequently carried by AOL, including reporting on Hormuz access, tolls and changing tanker behaviour.Pickupaol.com
Yahoo FinanceUSTrump says the US will ‘guide’ ships through the Strait of Hormuz — here’s why that might not work (opens in a new tab)Arsenio explained that without naval escorts, vessel owners would not necessarily treat the initiative as a normal reopening and that commercial confidence remained limited.Citationfinance.yahoo.com
AGBIShipping leaders concede Iran-run Hormuz is a possibility (opens in a new tab)Citationagbi.com
AGBIIran formalises Hormuz ship approvals and transit tolls (opens in a new tab)Citationagbi.com
BILDGermanyTrotz Blockade und Seeminen: Russen-Jacht schippert durch Straße von Hormus (opens in a new tab)Coverage of superyacht NORD crossing the Strait of Hormuz. HUAX identified it as the first publicly documented private superyacht known at the time to have completed such a crossing under the prevailing restrictions.Citationbild.de
Insurance EdgeThe List: How Iran Managed Access to the Strait of Hormuz and Where That System Broke Down (opens in a new tab)Republicationinsurance-edge.net
Digital ShipHormuz access system exposed through AIS data (opens in a new tab)Dedicated coverage of the HUAX/Pole Star investigation into vessel access and AIS behaviour in Hormuz.Coveragethedigitalship.com
Pole Star GlobalThe List: How Iran Managed Access to the Strait of Hormuz and Where That System Broke Down (opens in a new tab)Joint HUAX/Pole Star research examining vessel-access patterns through Hormuz.Joint researchpolestarglobal.com
Insurance EdgeMore Iran/Gulf Analysis From Pole Star Global and HUAX (opens in a new tab)Republicationinsurance-edge.net
Yahoo FinanceUSTrump demanded a ‘complete’ reopening of the Strait of Hormuz. Here’s where things actually stand. (opens in a new tab)HUAX was quoted on unusual AIS destination broadcasts such as “CHINESE OWNER&CREW” and on the continued thinness of commercial traffic.Citationfinance.yahoo.com
Sina FinanceChina伊朗怒斥美以破坏停火,股市反弹戛然而止!两类资产应声暴涨,不确定性激增 (opens in a new tab)Additional Chinese-language coverage directly attributed Arsenio and HUAX on the lack of a broad return of shipping following the announced reopening of Hormuz.Pickupfinance.sina.com.cn
The NationalUAECeasefire ‘provides opening’ for Houthis to use Tehran tollbooth formula to choke shipping (opens in a new tab)Extensive HUAX citation on selective-access practices, the operating environment around Hormuz and the increasing use of AIS destination fields as signalling.Citationthenationalnews.com
Yahoo FinanceUSBitcoin, solana surge as Iran looks to charge tolls for Strait of Hormuz passage to be paid in crypto (opens in a new tab)HUAX was quoted on the lack of a broad return of shipping despite the announced reopening and on continuing local scepticism about stability.Citationfinance.yahoo.com
AGBIMaritime rules under strain as chokepoint tensions spread (opens in a new tab)Citationagbi.com
AGBIUAE’s Opec exit deepens Gulf rift as war reshapes energy order (opens in a new tab)Citationagbi.com
AGBISomalia attacks raise fears of piracy resurgence (opens in a new tab)Citationagbi.com
Pole Star GlobalTwo Weeks, No Guarantees: What the Fragile Hormuz Ceasefire Means for Shipping (opens in a new tab)Joint Pole Star Global / HUAX maritime analysis.Joint researchpolestarglobal.com
Business InsiderGermanyStraße von Hormus: Wie Geistertanker Irans Blockade umgehen (opens in a new tab)Business Insider Germany cited Arsenio’s HUAX analysis of the JAMAL “zombie vessel” pattern and the suspected shuttle/transfer model.Pickupbusinessinsider.de
BILDGermanyAngst vor Huthi-Angriffen: Mit diesem Trick schützen sich Öltanker (opens in a new tab)Coverage of vessels broadcasting political or national-affiliation messages through AIS destination fields in response to perceived targeting risks.Citationbild.de
BILDGermanyZombie Schiffe schleusen Öl durch die Straße von Hormus (opens in a new tab)HUAX explained the use of retired or scrapped vessel identities and reconstructed suspicious tanker movements.Citationbild.de
New York PostUSCertain oil tankers are safely transiting the Strait of Hormuz — here’s how (opens in a new tab)US coverage directly cited HUAX findings on coordinated AIS signals and China- and India-linked vessel movements.Citationnypost.com
MoneycontrolIndiaIran’s Hormuz blockade cracked? How ships are using ‘secret code’ to slip through world’s most dangerous oil route (opens in a new tab)HUAX was directly cited for identifying coordinated vessel signalling and selective passage through the Strait.Citationmoneycontrol.com
VOIIndonesiaGunakan Identitas Palsu, ‘Kapal Zombie’ Angkut Minyak Melalui Selat Hormuz (opens in a new tab)VOI carried the HUAX “zombie ship” findings in Indonesian-language coverage, directly identifying Arsenio as founder of HUAX and reproducing the core findings concerning the false JAMAL identity and offshore transfer pattern. VOI also published versions of the same reporting in additional languages, including Chinese, Japanese, French and Korean.Pickupvoi.id
The NationalUAE‘Zombie ship’ uses fake ID to shuttle Iranian oil through Strait of Hormuz (opens in a new tab)A major HUAX investigation using vessel identity, AIS, draught and movement analysis to reconstruct a suspected repeat shuttle and ship-to-ship transfer operation off Oman.Citationthenationalnews.com
Yahoo FinanceUSOil prices steady after President Trump offers tankers protection through Strait of Hormuz (opens in a new tab)Arsenio discussed why the proposal did not by itself resolve war-risk and commercial-insurance concerns.Citationfinance.yahoo.com
The TimesUKHidden codes keep Iranian oil flowing through Strait of Hormuz (opens in a new tab)The Times used HUAX research on coordinated AIS signalling, selective access and India- and China-linked vessel movements.Citationthetimes.com
BBCUKArsenio has appeared live on the BBC four times.Live TVNo link
NetEase / 163.comChinaHUAX analysis was also picked up in Chinese-language coverage on NetEase/163.com.PickupNo link
Ansarollah.com.yeYemenHUAX-related reporting was also picked up on Ansarollah.com.ye, illustrating how the analysis travelled beyond commercial maritime and financial media into the wider regional information environment.PickupNo link

Our work is based on vessel movements, observable behaviour and quantitative analysis, rather than on political narratives.

A dash in the source column marks entries without a public link.

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