Kuwait declares force majeure — OPEC producer can't ship its own oil

Kuwait Petroleum Corporation has invoked force majeure on crude and refined-product shipments after the renewed Hormuz disruption prevented vessels from entering the Persian Gulf. This is not a niche producer struggling — Kuwait pumps nearly 2.5 million barrels per day and sits inside the Gulf. It physically cannot get its oil to market. When an OPEC founder member declares force majeure because the world’s most important shipping lane is a war zone, you are not looking at a supply disruption. You are looking at a supply rewrite.