Israel–Iran Conflict

Gulf stock markets fell as U.S. military actions against Iranian targets heightened regional tensions.

Shipping traffic in the Strait of Hormuz and Bab el-Mandeb has risen, reflecting how vessels are navigating security challenges

The JWC has expanded its Red Sea high-risk zone to Jizan, while Lloyd's suspends insurance for Saudi tankers

India advocates for immediate de-escalation in West Asia and condemns attacks on commercial vessels in the Strait of Hormuz

Indian oil importers are strategizing for Q4 crude procurement amid heightened concerns over Strait of Hormuz and Bab al-Mandab disruptions

Iraq's crude oil exports fell to around 500,000 bpd in May and June due to the Strait of Hormuz closure

Oil prices climbed after US strikes on Iran and a significant drop in US crude stockpiles, pushing Brent futures above $93.

A QatarEnergy LNG tanker has successfully navigated the Strait of Hormuz for the first time in several weeks.

BIMCO forecasts El Niño will create a new demand shock for dry bulk shipping, compounded by Strait of Hormuz uncertainty

Oil prices rose after US and Saudi strikes in Iraq, with Middle East tensions and US inventory draws supporting the increase

The U.S. Treasury Department has issued new sanctions against Iran's shipping and oil monetization efforts, affecting entities and tankers

The U.S. Treasury Department sanctioned two entities for allegedly extorting commercial vessels in the Strait of Hormuz.

European equities held steady as strong earnings reports from key sectors offset rising oil prices and a tech stock sell-off

ADNOC is continuing LNG exports from its Persian Gulf plant despite regional tensions affecting Strait of Hormuz traffic.

VLSFO availability in Singapore has tightened, with lead times extending due to low inventories and US-Iran hostilities

Oman reportedly proposed a plan to Iran for shared management and voluntary fees in the Strait of Hormuz, backed by Gulf states

Attacks on oil tankers in the Strait of Hormuz are escalating, raising concerns for European oil markets.

Dutch fuel prices decreased slightly after global oil prices dropped due to a reported US-Iran conflict de-escalation

Iran is holding security discussions with Saudi Arabia and Oman concerning the Strait of Hormuz amidst persistent tanker attacks.

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.