Israel–Iran Conflict

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

Former President Trump threatened military action against Iran after Houthi forces attacked Saudi oil tankers in the Red Sea.

Maersk adds a $1,000 per container surcharge for all cargo transiting the Strait of Hormuz, effective July 23, 2026

Kuehne+Nagel's airfreight revenue surged in Q2, fueled by Middle East conflict-driven rate increases and semiconductor demand

South Korea is considering the Suez Canal as an emergency crude oil import route if the Red Sea faces a full blockade.

El Niño is creating new risks for global agricultural markets, adding to ongoing disruptions in the Strait of Hormuz.

Iran warns of regional oil sales halt if its exports are blocked, linking security to US forces' withdrawal

South Korea is bolstering its crude oil reserves in response to Red Sea and Black Sea maritime disruptions.

European natural gas prices are rising due to Middle East hostilities, sparking concerns over winter LNG supply security.

Rotterdam's port handled 212 million tonnes of cargo, with increased oil imports balancing reduced container traffic amidst global crises

Renewed tensions in the Strait of Hormuz are causing shipping companies to re-evaluate payment strategies for maritime operations

Abu Dhabi is investing $6.2 billion in the Umm Shaif gas development to boost production by over 600 million standard cubic feet per day.