It's the Financial Times, purveyors of fine bullshit. Unless the oil in question is supplied under a long-term contract under current market prices (but at the market prices prevailing just a couple of years ago), it's just fear, uncertainty and doubt.

Maybe we should rename the FT the FudT.

A society committed to the notion that government is always bad will have bad government. And it doesn't have to be that way. — Paul Krugman