Geopolitics

A renewed naval blockade in the Strait of Hormuz has cut dry-bulk transits by half after recent vessel attacks.

Copper futures hit a record high of $6.7 per pound due to tight supply and strong demand, following DR Congo's export ban

Saudi crude oil shipments to the U.S. have stopped for months due to U.S.-Iran conflict in the Persian Gulf.

A proposed deal for Iran to control Strait of Hormuz ship entry is unworkable due to U.S. sanctions and insurance restrictions

The US and Canada are in talks to avoid new 50% tariffs on Canadian goods, set to begin on August 19th.

A tanker reportedly aborted its passage through the Strait of Hormuz after two explosions were reported near Bandar-e-Jask, Iran

A Ukrainian cargo plane at Leipzig Airport was reportedly carrying military ammunition when an explosive drone was found nearby

Oil prices are currently reflecting an anticipated US-Iran peace agreement that has not materialized, leading to a divergence from…

Global wheat prices are increasing due to Black Sea tensions and droughts in key agricultural regions.

Oil prices are falling after Iran and Oman announced a deal to resume energy flows through the Strait of Hormuz.

Red Sea disruptions and a CPC pipeline halt are reshaping global oil flows, impacting prices and arbitrage opportunities.

Ukraine's Naftogaz is well-prepared for winter gas supply, drawing on wartime experience despite Russian energy attacks

A new shipping route deal between Iran and Oman in the Strait of Hormuz has weakened the dollar against other currencies.

Russia has sent an unprecedented convoy of oil tankers into the Arctic, utilizing one of the most northerly commercial shipping routes.

Iran seeks greater control over commercial shipping in the Strait of Hormuz through ongoing negotiations with Oman.

Dorian LPG, a VLGC operator, reported strong Q1 FY27 financial results, attributing success to geopolitical disruptions

Disruptions in the Strait of Hormuz have led to sharp declines in global exports of energy and industrial products.

Ukrainian drone attacks are now targeting Western-affiliated tankers in the Black Sea, while Saudi crude diversions are rising

China is increasingly prioritizing aluminum due to its strategic importance in AI, renewable energy, and advanced manufacturing.

Gulf oil and condensate exports held steady in July, though 40% below pre-war levels, with a late-month slowdown

Attacks on Black Sea shipping and export terminals are disrupting global grain and oil supplies, turning the region into a chokepoint

European natural gas prices are stable near three-week lows as traders weigh Middle East diplomatic progress against supply risks.

Iran and Oman have reportedly reached an understanding on the precise geographic coordinates for a shipping route through the Strait of…

Kazakhstan is boosting European trade through two new Middle Corridor rail initiatives, enhancing Eurasian connectivity.

Most vessels transiting the Bab el-Mandeb Strait are now using AIS messages to communicate their status, not just their destination.

Tanker traffic in the Strait of Hormuz remains subdued, even with ongoing peace negotiation reports and presidential assurances.

The US aims to announce an interim deal to reopen the Strait of Hormuz, but Iran warns of potential delays.

A strike by Argentine river pilots has halted grain exports, disrupting global corn and soybean supply chains.

Egypt led all destinations for US LNG cargoes in July, receiving a record 21 shipments due to Persian Gulf disruptions.

Soybean futures dropped to a five-week low, driven by falling crude oil prices and speculation of a US-Iran deal.