Geopolitics

The US has become the world's largest oil exporter, altering a long-standing global energy market dynamic

Hong Kong introduces new tax breaks, including a reduced profits tax rate for commodity traders, to bolster its maritime and commodities…

Taiwan's coast guard affirmed its maritime sovereignty, rejecting Chinese jurisdictional claims after recent patrols concluded.

Iran's IRGC claims hitting two ships and declares the Strait of Hormuz closed to all vessels, including tankers

The U.S. Treasury Department unveiled a new framework to re-open Venezuela's energy and mining sectors to U.S. and allied companies

Geopolitical events have reshaped tanker markets, causing longer voyages and tighter fleet supply, leading to increased freight volatility

Korean steel exports are expected to grow, fueled by the increasing demand from AI data center construction.

The EU is boosting electrification to secure energy, improve competitiveness, and cut emissions, driven by Strait of Hormuz risks.

The US government has sanctioned Iranian LPG exports to disrupt funding for its military and proxy groups.

Europe's transport fuel supply is resilient but vulnerable, with a significant portion of imports from the Middle East Gulf.

Donald Trump indicated the U.S. would attack Iran without a peace deal and claimed secret military escorts for oil shipments.

Container shipping costs from Asia to the US have doubled due to the Iran war, rising fuel prices, and increased importer demand

A U.S. naval operation in the Gulf of Oman has left two seafarers missing and one injured after disabling a tanker.

A Florida trading company is in advanced talks to send Cuba the largest US fuel cargo since the Cold War embargo.

Democratic senators are pushing to reinstate a tax on Chinese ships using US ports after a temporary suspension ends.

Oil tanker transits through the Suez Canal surged in April, driven by the closure of the Strait of Hormuz.

The 2027 Transport Logistic Southeast Asia event will focus on supply chain resilience due to global trade disruptions.

Record tanker orders, Russia's Arctic corridor, and EU sanctions indicate a structural shift in global shipping.

EU transport ministers are drafting new guidelines to assess and control foreign investments in European ports, focusing on China's…

Investment funds scaled back their net-long positions in Dutch TTF gas futures by 11% in May due to geopolitical uncertainty.

US crude oil exports hit a record 5.6 million b/d in May as Strait of Hormuz disruptions shifted global demand.

Iraq and the UAE are fast-tracking oil pipeline expansions to decrease dependency on the Strait of Hormuz for crude exports.

Container freight rates are expected to continue rising through July due to peak season demand and geopolitical factors.

IMO Secretary-General raises concerns about vessels transiting the Strait of Hormuz without credible security guarantees.

EU imports of Russian Arctic LNG continue to climb in 2026, with Spain leading May purchases despite new restrictions

A Chinese conglomerate has initiated arbitration over the forced sale of its Port of Darwin lease, signaling a broader strategic play.

Oil prices held steady as renewed U.S.-Iran hostilities created market uncertainty, with an expected U.S. stock draw offering support

The multipurpose and heavy lift shipping sector shows enhanced resilience against ongoing global disruptions, adapting business models.

The US government is reportedly considering reinstating Section 301 port fees on Chinese-linked vessels, impacting shipping costs.

Ocean freight rates are rising due to increased fuel costs, influenced by recent geopolitical tensions.