Geopolitics

China rolls out new measures to attract and stabilize foreign investment, focusing on opening more service sectors.

Global seaborne LNG trade saw a sharp increase until 2022, primarily due to Europe diversifying away from Russian gas.

LNG bunker fuel prices have climbed globally, driven by US-Iran tensions and supply concerns in the Strait of Hormuz.

A Memorandum of Understanding between Washington and Tehran sets a 60-day framework for a final settlement.

A proposed 20% fee on Strait of Hormuz cargo highlights risks to global oil supply and potential shipping disruptions.

Asian buyers may shift demand to Australian wheat following disruptions to grain harvests and shipping in Russia and Ukraine

Japan's industrial output in May 2026 was revised sharply lower, indicating persistent supply chain and energy cost risks

The U.S. military deployed autonomous maritime systems in combat for the first time near the Strait of Hormuz.

A leading US oil port expects sustained high levels of crude exports, driven by ongoing geopolitical factors.

The US has reinstated its blockade on Iran after a tariff reversal, as a second death from VLCC attacks is confirmed

Saudi Arabia's Yanbu port is operating near maximum capacity for crude oil loadings due to Red Sea tensions and export goals

Global fuel supplies are tightening due to escalating tensions in the Strait of Hormuz, threatening higher prices for consumers.

Iran is signaling a potential expansion of its maritime pressure, possibly using Houthi forces to disrupt Red Sea shipping.

The Trump administration has abandoned its proposed 20% fee on cargo transiting the Strait of Hormuz.

Hapag-Lloyd's CEO opposes a proposed 20% security fee on cargo transiting the Strait of Hormuz, calling it fundamentally wrong.

Air cargo rates remain elevated due to geopolitical pressures and rising fuel costs, though capacity flexibility limits volatility

Restoring oil tanker traffic in the Strait of Hormuz to pre-conflict levels may require a larger U.S. military commitment

Three more tankers were struck by missile attacks near the Strait of Hormuz, escalating maritime conflict.

Geopolitical risks and changing trade patterns are reshaping European airfreight networks, driving a shift towards flexible capacity…

Global air freight rates declined for a third straight week, though prices remain elevated year-on-year due to Gulf conflict.

DP World plans a new UAE east coast port to reduce reliance on the Strait of Hormuz for maritime trade access

China has temporarily banned helium exports, causing a rally in Chinese industrial gas stocks due to its strategic importance.

Floating storage of Iranian crude and condensate in East Asia declined in June as US sanctions relief cleared cargoes

China's GDP deflator is projected to turn positive in Q2, indicating improving price dynamics and economic stability

German companies are increasingly looking to invest abroad or relocate operations due to high costs and slow growth.

Chinese Premier Li Qiang advocates for stronger counter-cyclical economic policies to tackle slowing growth.

China has again refuted US claims of maritime coercion against Panama, emphasizing ongoing geopolitical tensions.

Syrian authorities have outlined plans for Russia's continued and expanded presence at the port of Tartus.

The US has reinstated a naval blockade on Iranian shipping in the Gulf, ensuring open transit through the Strait of Hormuz.

Trump's Jones Act waiver has ignited a policy debate, with oil/gas groups citing cost reductions and maritime advocates warning of threats.