Geopolitics

The EU's new Fertiliser Action Plan aims for long-term reform, focusing on affordability, transparency, and decarbonization.

European natural gas futures saw a rebound to €47.1/MWh amidst persistent Middle East geopolitical uncertainty.

European stock markets declined at the open following an escalation in hostilities in the Gulf, potentially imperiling a ceasefire.

US-Iran negotiations are driving dollar volatility, with recent developments creating market uncertainty and potential freight impacts

Kazakhstan and Kenya are exploring a new logistics corridor to link the African and Asian continents, boosting trade.

Oil prices surged over 2% after Iran and the U.S. exchanged strikes, escalating Middle East tensions.

The EU plans to expand import quotas and tariffs to shield its critical industrial sectors from Chinese competition.

Australia's proposed gas reservation framework faces industry backlash, raising concerns about investment and export reliability

A US maritime group is advocating for the termination of a Jones Act waiver, citing harm to domestic shipping jobs.

Renewed interest in nuclear-powered containerships emerges as geopolitical factors drive longer shipping routes and demand for alternative…

The U.S. Treasury has sanctioned Iran's new Persian Gulf Strait Authority, escalating the dispute over Hormuz transit

New U.S. military strikes in Iran targeted a site perceived to threaten commercial maritime traffic in the Strait of Hormuz

Donald Trump dismissed reports of a potential Iran-Oman deal to manage shipping in the Strait of Hormuz, signaling no immediate resolution.

LNG charter rates are climbing as Asian buyers seek Atlantic basin cargoes to offset Middle East Gulf supply reductions.

Middle East LNG exporters face years of resolving contractual disputes and restoring missed deliveries after the Strait of Hormuz reopens

An Iraqi supertanker's transit through the Strait of Hormuz indicates a potential easing of oil supply constraints.

India's economy faces a slowdown due to sustained Middle East supply disruptions, particularly affecting energy and fertilizer imports.

Oil markets are volatile due to Iran's potential plan to impose a permanent fee on ships transiting the Strait of Hormuz.

US gasoline futures fell to a five-week low on reports of a potential Iran war resolution, raising hopes for the Strait of Hormuz.

A Dallas Fed official warned that extended closure of the Strait of Hormuz might require global energy consumption cuts.

Oil from the U.S. Strategic Petroleum Reserve was sent to California for the first time, amidst Middle East disruptions

Ten Indian sailors detained in Iran since July 2025 on an oil tanker have been released after diplomatic engagement

CMA CGM has redesigned its logistics network and introduced multimodal corridors to ensure cargo delivery to Gulf nations

Geopolitical tensions from US-Israeli actions in Iran are expected to impact global shipping markets through H2, accelerating economic…

The Dutch ILT warns that geopolitical tensions, drone technology, and environmental pressures pose new risks to aviation safety.

Canadian ports have significantly dropped in global shipping capacity due to their inability to handle mega-vessels

Adnoc completed another LNG shipment from the Persian Gulf to India, transiting the Strait of Hormuz, continuing increased energy exports

South Korea's Foreign Ministry indicated an Iranian anti-ship missile likely hit an HMM cargo ship in the Strait of Hormuz.

Canada is investing in transport infrastructure and pursuing trade deals to reduce reliance on US trade.

Anglo-Eastern's Global Security Desk is actively assessing daily risks for vessels and crew due to the Strait of Hormuz closure