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Show HN: I simulated closing the Strait of Hormuz on real oil trade data

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SCN Global Flow Monitor ยท Supply Chain Network Dynamics ยท Global Crude Oil Trade
๐Ÿ“„ Read the paper - arXiv:2607.17491

  • Destabilized Nodes - Systemic Deficit (MMbbl/wk) - Throughput Q(T)/Q(0) - Clearing Price p(T)
  • โ˜ฐ Scenario
  • โœ• Disruption Scenario Shock Target
  • Scenario Preset: Historical analog (70% ยท 12 wks), Severe disruption (30% ยท 26 wks), Extreme stress test (10% ยท 52 wks), Custom
  • Capacity Retained: 30%
  • Demand Elasticity ฮต: 0.10
  • Supply Elasticity ฮท: 0.10
  • Horizon: 26 wks
  • RUN SHOCK SIMULATION
  • Shock target: Collapse >60%, Degraded 10-60%, Insulated Overland / pipeline, Fixed, Endogenous
  • โ–ถ Week 0.0 $75.00 [1 wk/s, 2 wk/s, 4 wk/s, 8 wk/s]

SIMULATION - stress test, not a forecast ยท UN Comtrade 2025 reported flows (sanctioned / unreported trade not represented) ยท arXiv:2607.17491

Analytics

  • Market Price p(t)
  • Downstream Flow Losses
  • Emergency Stockpile Drawdown (% remaining)

Model & calibration

Supply Chain Networks - fluid-stochastic network clearing, Skorokhod inventory dynamics, endogenous pricing with strategic trade rebalancing. Stockpile-depletion events shown for net-importer emergency buffers; exporter buffers are elastic-supply accounts (see paper ยง5.2). Capacity-retained settings bundle bypass infrastructure (e.g., East-West & Habshan-Fujairah pipelines for Hormuz). No rationing policy is modeled: buffers drain mechanically.

arXiv:2607.17491 - arxiv.org/abs/2607.17491

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