Geopolitics

OFAC has warned shipping companies about sanctions risks in the Strait of Hormuz, emphasizing that exposure begins before payment.

Qatar has restarted LNG exports through the Strait of Hormuz after a brief suspension due to a recent tanker attack

Shipping in the Strait of Hormuz remains uncertain due to conflicting claims over traffic management between Iran and the US

A report indicates Russian 'shadow fleet' vessels are linked to drone incursions within the EU, raising maritime security concerns

Chinese companies are prioritizing supply chain resilience, AI adoption, and new market access for long-term growth.

Shipping through the Strait of Hormuz is resuming, leading to lower costs after recent US-Iran tensions.

Petrobras CEO Magda Chambriard suggests oil prices will stabilize between $72 and $75 per barrel, despite Middle East conflict.

Oil prices fell to a four-month low after mediators reported progress in talks to end the conflict affecting the Strait of Hormuz

Oil flows through the Strait of Hormuz have risen to over 10 million barrels daily, supported by US military presence

A Peruvian court has affirmed government oversight of a Chinese-owned port near Lima, supporting US regional influence.

China's WTO entry increased pollution mainly via coal power plants, not directly from exporters or their supply chains

Oil prices edged down after indirect U.S.-Iran talks in Doha concluded without a major breakthrough but maintained dialogue.

Iran has exported over 40 million barrels of crude oil and is selling it at a 20% premium after the US blockade was lifted

Goldman Sachs forecasts a global oil market surplus as Middle East tensions ease and Strait of Hormuz shipping normalizes

China-Russia trade volume surged by 22.9% in early 2026, indicating a shift in global supply chains

Investment in green projects faces hurdles from infrastructure, policy uncertainty, and geopolitical risks, slowing the energy transition

All seven Norden-chartered vessels have now safely exited the Persian Gulf, following earlier reports of the first ship's departure

The Maritime Attention Index (MAI) shows prolonged global attention on shipping risks, particularly in the Strait of Hormuz.

Global disruptions like the pandemic and Red Sea crisis have unexpectedly boosted container shipping profitability by absorbing excess…

The ship recycling sector is in a holding pattern, awaiting clearer market signals following recent Middle East developments

A major increase in crude tanker scrapping is anticipated due to an aging fleet, newbuild orders, and regulatory pressures.

The protracted Ukraine conflict, now in its fifth year, is increasingly shaping global market dynamics.

Indian seafarers are reluctant to re-enter the Persian Gulf due to regional conflict, impacting global maritime crewing.

The US will conduct annual reviews of the USMCA, foregoing a longer renewal and potentially leading to ongoing trade negotiations

US authorities are targeting a Mexican cartel's expanding cross-border fuel smuggling operations.

The MPV and project cargo market faces instability from geopolitical tensions and government policy shifts impacting demand and operations

Indirect technical talks between the US and Iran in Doha addressed shipping through the Strait of Hormuz and a ceasefire

Russia's upcoming suspension of rail crossings with Finland, Estonia, and Latvia will affect regional freight and logistics

Russia has begun importing gasoline by sea from India to alleviate internal fuel shortages caused by Ukrainian attacks.

Air cargo rates are easing from earlier conflict-driven highs, but Middle East disruption continues to affect capacity and routing.