Geopolitics

Disruptions in the Strait of Hormuz impacted alumina flows to the Arabian Gulf, while global aluminium exports surged.

Global supply chains face structural volatility from geopolitics, shifting trade, and climate, impacting Latin America's costs and…

Black Sea wheat prices climbed to a three-week high due to intensified Russia-Ukraine attacks on shipping infrastructure

Covert maritime intelligence is being used to monitor Russia's shadow fleet, operating outside conventional shipping regulations

Antwerp-Bruges port saw a 2.4% cargo throughput drop in H1 2026 due to geopolitical tensions and weak demand

Oil loadings at the Caspian Pipeline Consortium's Black Sea terminal are suspended after drone attacks on two tankers

Iraq is rerouting fuel oil exports through Syria via an extensive trucking operation, avoiding the Strait of Hormuz.

The U.S. Coast Guard is tracking two Chinese research icebreakers transiting through the Bering Sea towards the Arctic.

A global diesel supply deficit is developing, potentially increasing tanker demand and freight rates for refined products

Russia's diesel export ban is set to drive up global prices, with European buyers potentially turning to the US for supply

Global financial markets may be underestimating the potential impacts of a strong El Niño weather event, according to Marex Solutions CEO.

Russian forces reportedly struck Mykolaiv while Ukraine maintains its maritime attacks, signaling continued regional conflict.

The United States and Iran have escalated tensions by striking each other's infrastructure, including bridges and power plants

Azerbaijan is becoming a vital Eurasian logistics hub, connecting Central Asia, Europe, and the Middle East via the Middle Corridor.

Russian drone strikes caused fatalities and damaged foreign-flagged ships at Ukrainian Black Sea ports, intensifying trade route pressure

Security risks for commercial shipping now extend across the entire Gulf region, beyond the Strait of Hormuz, INTERTANKO warns

A recent tanker attack in the Strait of Hormuz, alongside fears of renewed Houthi activity, threatens dual maritime chokepoint disruption.

Renewed piracy and conflict in Yemen are jeopardizing carrier efforts to restore Red Sea and Suez Canal shipping routes.

Cathay Cargo has delayed restarting Middle East freighter operations due to escalating US-Iran conflict, mirroring Cargolux's earlier…

Bangladesh's Petrobangla expects a 50% cut in 2026 LNG imports from QatarEnergy due to Middle East conflict

Copper futures fell to a one-week low as escalating US-Iran conflict led to a broad sell-off in metals markets

Middle East conflict and Strait of Hormuz disruptions are significantly impacting global LNG markets, affecting trade routes and supply.

Goldman Sachs warns of tightening oil markets and rising Brent prices due to renewed tanker attacks in the Strait of Hormuz.

European natural gas prices hit a four-month peak of €55.7 per MWh as US-Iran attacks escalated in the Persian Gulf.

European lawmakers are calling on a Danish shipyard to halt maintenance for Russian Arctic LNG carriers, impacting Yamal exports

US-sanctioned tankers carrying Iranian cooking fuel are altering courses in the Gulf of Oman due to an intensified US blockade

TIACA highlights persistent market disruptions affecting air cargo, including the Ukraine conflict and a new conflict zone

Tanker operators are considering the US Gulf Coast as an alternative amid rising tensions in the Strait of Hormuz.

Tanker markets have returned to a "wartime pattern" due to recent Middle East strikes, impacting rates and routing flexibility

US Central Command launched further strikes on Iran's southern coast, maintaining high Brent crude prices amidst escalating Middle East…