Israel–Iran Conflict

Yemen's Houthi movement aims to replicate Iran's Strait of Hormuz strategy by disrupting Red Sea shipping

Container ship delays increased in Q2 due to service changes caused by the Strait of Hormuz closure.

Tanker crossings in the Strait of Hormuz have dropped significantly, with vessels opting for the Iranian route.

High bunker prices and the Strait of Hormuz crisis are accelerating shipping decarbonization efforts to cut costs and boost efficiency

Global LPG markets saw a temporary recovery in July, boosted by US exports, before a US-Iran vessel incident curtailed progress

Donald Trump shared AI-generated images on Truth Social showing US forces seizing and destroying Iranian oil tankers.

The Drewry World Container Index fell by 4% for the second week, driven by increased capacity and US tariff concerns

Kuehne+Nagel CEO Stefan Paul asserts the Gulf landbridge cannot substitute Hormuz shipping due to port congestion and renewed attacks

CMA CGM is implementing an emergency fuel surcharge globally from August 1 due to escalating Middle East tensions and rising energy costs

Saudi Arabia's oil exports are increasingly dependent on the Suez Canal due to rising Red Sea risks.

Copper futures stabilized above $6.3 per pound following reduced Middle East tensions and diplomatic efforts.

China's reduced crude imports have helped stabilize global oil prices, but shrinking inventories could still lead to price spikes.

European stock markets rallied as crude oil prices fell, easing inflation concerns ahead of key central bank decisions.

The US dollar shows increased strength before the FOMC decision, as EUR/USD drops due to Middle East tensions.

Iran will reportedly halt attacks if the US continues its pause on air strikes after a two-week bombing campaign

The US is reinforcing sanctions on Iran, disabling vessels as Iranian tankers, with 45 million barrels of crude, await transfers off…

Shipping traffic through the Bab el-Mandeb Strait fell after Houthi attacks on Saudi oil installations.

Escalating geopolitical tensions in the Strait of Hormuz and Bab el-Mandeb threaten global shipping routes and freight operations

The Iran conflict has reportedly broadened to include the Red Sea and Caspian Sea, despite a pause in US airstrikes

The U.S. military engaged a merchant vessel attempting to breach its blockade of Iranian ports amid ongoing regional tensions

Saudi Arabia's crude oil exports saw a significant drop in early 2026, primarily due to Middle East geopolitical tensions

Shipping risks in the Strait of Hormuz remain high, with reduced AIS traffic and elevated war-risk premiums impacting operations

Escalating conflict in Iran has disrupted plastic supply chains, leading to higher prices and a stop-start recovery for materials.

Geopolitical tensions have led to higher oil prices, increasing costs for consumer goods and freight.

Tanker crossings in the Strait of Hormuz reached a two-month low amidst regional shipping risks and rising oil prices

Global container freight rates have fallen for two consecutive weeks, influenced by reduced US demand and increased vessel supply

Oil prices surged, with Brent crude breaking above $100/bbl due to escalating Middle East tensions and supply risks.

Iran's military command warns of blocking all West Asian oil exports and targeting energy infrastructure if the US attacks.

Ocean freight rates from South Asia to the US and Europe surged by 50% in two weeks due to capacity cuts and Hormuz tensions

Dubai crude oil prices have surged, raising inflation concerns for South Korea and increasing the likelihood of interest rate hikes