Geopolitics

Russian President Putin has approved TotalEnergies' sale of its 10% stake in the Arctic LNG 2 project

Dirty tanker exports from the Americas reached a record 14.5 million barrels per day in May, driven by the Iran War.

Greek tanker owners are positioning vessels near the Persian Gulf, hoping for high rates if the Strait of Hormuz reopens

Washington's recent policy changes could disrupt air cargo and passenger flows between Latin America and North America.

The EU is considering freezing its Russian oil price cap due to Middle East conflicts and rising crude prices.

EU LNG imports fell 8% in May, the second monthly drop, due to Middle East war disruptions affecting global energy trade.

India's fuel exports hit a record low in May due to conflicts in Ukraine and West Asia, with a rebound expected.

Asian stocks rose, led by tech, despite US-Iran tensions, with Japan's Nikkei 225 hitting a record high.

The US threatens new import tariffs on goods from 60 economies, including the EU, over forced labor concerns.

UK natural gas futures rose over 3% due to escalating Middle East conflict and diplomatic deadlock

Two oil product tankers transited the Strait of Hormuz, and an LNG carrier loaded cargo in the UAE, showing limited shipping activity

China's exports continue to grow despite global political challenges, supported by strong industrial infrastructure investment

The EU-Mercosur trade agreement is expected to reshape global freight flows, increasing trade between Europe and South America.

Leading shipowners and investors at Posidonia stressed resilience and disciplined investment amidst strong markets.

A shipping executive suggested that paying a transit fee for the Strait of Hormuz could prevent future disruptions.

Geopolitical events are profoundly impacting global shipping, altering trade flows, fleet deployment, and financial strategies.

The UK logistics sector is a key economic stabilizer, navigating tariff pressures and geopolitical disruptions to maintain supply chains

U.S. Secretary of State Marco Rubio stated that sanctions relief for Iran is tied solely to its nuclear program, not Strait of Hormuz access

Global shipping through the Middle East faces persistent challenges, with a ceasefire alone unlikely to restore normal operations

The Port of NEOM is becoming a key alternative for Gulf importers to circumvent the volatile Strait of Hormuz.

Russia's crude oil exports hit a post-2022 peak as drone attacks on refineries force more barrels onto the global market

European road freight corridors are seeing increased activity due to Middle East instability, shifting logistics routes.

Air cargo rates rose 36% year-on-year in May, driven by Middle East conflict disrupting global supply chains

An MSC container vessel was struck by two projectiles near Iraq's Umm Qasr port, raising maritime security concerns.

Capital Maritime's founder urges the scrapping of over 1,000 dark fleet ships due to environmental and economic concerns

Global demand and geopolitical tensions are causing price increases for copper and aluminum, impacting supply chains.

An MSC container ship was attacked in the Persian Gulf after departing an Iraqi port, with Iran's IRGC claiming responsibility.

U.S. containerports are adapting to geopolitical shifts that are reshaping global supply chains and altering freight movement.

US regulators propose a 25% tariff on Brazilian goods, citing unfair trade practices and increasing uncertainty for forwarders

Oil exports via the Strait of Hormuz may not reach pre-war levels due to increased risk in the Persian Gulf.