EU Steel Industry Faces Overcapacity and Protectionism, New Trade Measures Expected
The EU steel industry grapples with weak demand and global overcapacity, leading to increased protectionism and new trade measures
Articles tagged with the Geopolitics topic across every transport mode.
The EU steel industry grapples with weak demand and global overcapacity, leading to increased protectionism and new trade measures
Oil prices were mixed due to higher OPEC+ output and Gulf exports, offset by Strait of Hormuz geopolitical uncertainty
Canada is developing a new oil pipeline to its Pacific coast to boost exports to Asia and reduce reliance on the US

Ten Japan-linked vessels have departed the Strait of Hormuz after being stranded for months due to regional tensions.

Middle East conflict disruptions have highlighted the urgent need for greater resilience in the high-growth airfreight sector
Record heatwaves in Europe are increasingly impacting critical logistics infrastructure, causing delays and capacity reductions.
VLCC freight rates are shifting from geopolitical risk premiums to pricing based on vessel utilization and supply-demand.
Vessel transits through the Strait of Hormuz dropped to a four-day low on July 2 due to persistent regional tensions.
Global dry bulk fertilizer shipments fell 19% in May 2026, largely due to the Strait of Hormuz disruption.

A cargo vessel in the Red Sea reported an attack by armed assailants, underscoring persistent security risks in the region

Maritime trade between Iran and Qatar has resumed after a five-month suspension following an interim deal.
European crude oil markets are seeing ample supply, pushing differentials down to pre-war levels despite geopolitical risks
The ClarkSea Index rose 61% in H1 2026 to $38,717/day, reflecting strong charter markets and geopolitical impacts
A temporary US-Iran ceasefire in June led to a cautious recovery in the Middle East tanker market, boosting regional transit.
The ship sale and purchase market remains stable despite geopolitical concerns in the Middle East and Strait of Hormuz.
Iran has rejected a France-Oman demining plan for the Strait of Hormuz, claiming sole responsibility for the waterway's security.

China has launched its annual Arctic summer expedition with four research vessels, prompting increased US scrutiny over its polar presence

Hormuz traffic is recovering after a ceasefire, but thousands of crew are still stranded, impacting oil markets and insurance costs

China urges unimpeded shipping through the Strait of Hormuz as European powers consider Iranian and Omani transit fees
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
Shipping through the Strait of Hormuz is resuming, leading to lower costs after recent US-Iran tensions.
Chinese companies are prioritizing supply chain resilience, AI adoption, and new market access for long-term growth.
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
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