Geopolitics

UAE oil exports rebounded to 85% of pre-Iran conflict levels in early June, leveraging pipelines and alternate routes.

Iran's oil industry expects a slow recovery in crude output and exports, despite ongoing talks to lift sanctions.

The Versailles MOU has dramatically shifted maritime risk, causing Brent crude prices to fall 30% to $77.

Geopolitical uncertainties, especially regarding the Strait of Hormuz, are expected to maintain volatility in container shipping.

IRU calls for enhanced legal certainty for civilian road transporters involved in European military logistics during crises

Nord Stream 2's owner is suing the EU to annul the bloc's binding phase-out of Russian gas imports

Oman introduced two temporary shipping lanes near the Strait of Hormuz to facilitate safe vessel passage without tolls

An arbitration tribunal has been formed to resolve a dispute regarding revoked permits for an LNG terminal in Panama.

Dutch Minister Sjoerd Sjoerdsma criticized US proposals to further limit ASML's exports to China, advocating for cooperative export…

Geopolitical events in the Middle East highlight fossil fuel market volatility, driving supply chain electrification efforts

The maritime industry is cautioned against sidelining the social pillar of ESG due to current geopolitical and economic pressures.

Ukraine's military claims to have destroyed Russian drone boats illegally equipped with Starlink terminals, impacting Black Sea operations

Middle East conflict and Hormuz blockade are pushing marine fuel prices higher, increasing the appeal of alternative fuels

Venezuela's shipping sector is reopening as sanctions ease, creating new opportunities and challenges for logistics operations

India's coal imports are showing divergent trends, with thermal coal decreasing but Russian coal arrivals increasing.

China's Fujian aircraft carrier sailed through the Taiwan Strait, a sensitive waterway, for the first time since April

Political instability is reshaping operational strategies, investments, and decarbonization efforts across global shipping, according to a…

IMO and Oman have launched a phased evacuation protocol to improve safety for vessels transiting the Strait of Hormuz

A large-scale operation is underway to free vessels and 11,000 seafarers stranded in the Strait of Hormuz.

Iran and Oman have begun formal talks on the future administration of navigation in the Strait of Hormuz.

Vessel transits in the Strait of Hormuz have increased significantly since late February after a US-Iran MoU.

Karachi Gateway Terminal plans a significant investment to boost capacity and leverage new cargo flows from regional conflicts

Questions over who will control the Strait of Hormuz and potential tolls could disrupt peace talks and shipping.

Geopolitical and economic instability, coupled with regulatory uncertainty, are the top risks for the maritime industry.

LNG shipping stocks fell as geopolitical tensions eased in the Strait of Hormuz, impacting market perception of risk.

A persistent aluminum supply deficit continues globally, despite reduced geopolitical risks in the Middle East.

China's new rare earth export restrictions on US firms could complicate trade and widen price gaps, pushing for alternative supply chains

A sweeping Jones Act waiver by the U.S. Department of Homeland Security in 2026 has opened domestic shipping to foreign vessels

The US supplied autonomous drones to the Philippines to enhance maritime surveillance capabilities and address regional challenges

The Port of Liverpool has experienced a 200% increase in fertiliser import inquiries due to Strait of Hormuz supply chain uncertainty