Geopolitics

The 2027 Transport Logistic Southeast Asia event will focus on supply chain resilience due to global trade disruptions.

Record tanker orders, Russia's Arctic corridor, and EU sanctions indicate a structural shift in global shipping.

EU transport ministers are drafting new guidelines to assess and control foreign investments in European ports, focusing on China's…

Investment funds scaled back their net-long positions in Dutch TTF gas futures by 11% in May due to geopolitical uncertainty.

US crude oil exports hit a record 5.6 million b/d in May as Strait of Hormuz disruptions shifted global demand.

Iraq and the UAE are fast-tracking oil pipeline expansions to decrease dependency on the Strait of Hormuz for crude exports.

Container freight rates are expected to continue rising through July due to peak season demand and geopolitical factors.

IMO Secretary-General raises concerns about vessels transiting the Strait of Hormuz without credible security guarantees.

EU imports of Russian Arctic LNG continue to climb in 2026, with Spain leading May purchases despite new restrictions

A Chinese conglomerate has initiated arbitration over the forced sale of its Port of Darwin lease, signaling a broader strategic play.

Oil prices held steady as renewed U.S.-Iran hostilities created market uncertainty, with an expected U.S. stock draw offering support

The multipurpose and heavy lift shipping sector shows enhanced resilience against ongoing global disruptions, adapting business models.

The US government is reportedly considering reinstating Section 301 port fees on Chinese-linked vessels, impacting shipping costs.

Ocean freight rates are rising due to increased fuel costs, influenced by recent geopolitical tensions.

Undercover reporters have confirmed Russian paramilitary personnel on oil tankers, raising maritime security concerns.

CMA CGM's chief executive cautioned against assuming a return to pre-war conditions in the Strait of Hormuz

The oil market expects a supply shortage if the Strait of Hormuz closes, shifting to oversupply upon its reopening

South Korea is reviewing an LNG price cap to control electricity rate hikes, impacting KOGAS's financial stability.

The World Economic Forum warns that the emerging El Niño weather pattern could cause systemic market disruptions.

European natural gas prices edged lower as a fragile ceasefire between Israel and Iran eased geopolitical tensions

The EU has started stop and search operations in the Mediterranean, focusing on the 'dark fleet' to boost maritime security.

India's ship safety certifier has revoked over 200 vessel certifications due to suspected sanctions evasion activities.

Global conflicts are significantly impacting project cargo and heavy-lift logistics, driving up risks and costs.

Kuwait is offering crude oil to Asian refiners for the first time since the Iran war began, indicating a resumption of oil flows.

More vessels are transiting the Strait of Hormuz undetected by public tracking systems, indicating increased opaque maritime activity

The IMO chief warns that the Strait of Hormuz remains too dangerous for safe passage, despite claims of rising traffic

US Energy Secretary observed a meaningful rise in ship traffic and oil exports via the Strait of Hormuz despite US-Iran tensions

The U.S. trade deficit narrowed in April due to higher oil exports and increased imports of AI-related products.

Russia's navy performed military drills in the Baltic Sea, including missile launches, during concurrent NATO exercises.

China is building a legal framework to control global supply chains, aiming to secure resources and mitigate external disruptions