Israel–Iran Conflict

The US has reinstated sanctions on Iranian oil exports, revoking a temporary waiver after recent tanker attacks in the Strait of Hormuz.

The Bank of England warns that multiple financial risks, including geopolitical tensions, could materialize concurrently.

NATO allies and Gulf Arab ministers will discuss maritime security in the Strait of Hormuz, with France and Britain outlining plans.

Vessel attacks in the Strait of Hormuz are jeopardizing UK and France's mine clearance efforts, impacting maritime security

A third commercial tanker was reportedly struck by a drone near the Strait of Hormuz, according to UKMTO.

Oil prices rose after vessel attacks near the Strait of Hormuz sparked fears of supply disruptions through the vital route

A Qatari LNG tanker was struck by a projectile off Oman, causing a fire, with no casualties or environmental impact.

Oil prices climbed as US-Iran deal uncertainty outweighed a minor improvement in Strait of Hormuz shipping.

Japan expects increased crude oil supply from the Middle East as two supertankers departed the Strait of Hormuz

Commercial vessels in the Strait of Hormuz were hit by missiles, causing significant damage but no casualties.

A tanker was struck by an unknown projectile near the Strait of Hormuz, signaling continued maritime security challenges

Bulk carriers with sulphur cargoes in the Strait of Hormuz face severe corrosion risks from extended anchorage periods.

Renewed tanker activity at Kharg Island's crude terminals indicates increased oil loading operations in the region

A Gulf ceasefire did not prevent global air freight rates from rising through June, with the BAI00 index gaining 5.8%.

The IMO Council session in London focused on critical maritime security issues, including the Strait of Hormuz and Gulf of Aden piracy

Global container shipping schedule reliability saw a recovery in Q2 2026, peaking in May before a June decline.

Saudi Arabia has boosted oil shipments through the Strait of Hormuz after the US and Iran reached an agreement to reopen the sea lane

Oil prices were mixed due to higher OPEC+ output and Gulf exports, offset by Strait of Hormuz geopolitical uncertainty

Ten Japan-linked vessels have departed the Strait of Hormuz after being stranded for months due to regional tensions.

Middle East conflict disruptions have highlighted the urgent need for greater resilience in the high-growth airfreight sector

VLCC freight rates are shifting from geopolitical risk premiums to pricing based on vessel utilization and supply-demand.

Vessel transits through the Strait of Hormuz dropped to a four-day low on July 2 due to persistent regional tensions.

Global dry bulk fertilizer shipments fell 19% in May 2026, largely due to the Strait of Hormuz disruption.

European crude oil markets are seeing ample supply, pushing differentials down to pre-war levels despite geopolitical risks

A CMA CGM container ship, struck by a missile in the Strait of Hormuz, is severely damaged and may be scrapped.

The ClarkSea Index rose 61% in H1 2026 to $38,717/day, reflecting strong charter markets and geopolitical impacts

A temporary US-Iran ceasefire in June led to a cautious recovery in the Middle East tanker market, boosting regional transit.

The ship sale and purchase market remains stable despite geopolitical concerns in the Middle East and Strait of Hormuz.

Iran has rejected a France-Oman demining plan for the Strait of Hormuz, claiming sole responsibility for the waterway's security.

Japan is considering restarting Iranian oil imports under a U.S. sanctions waiver, facing challenges with waiver duration and shipping…