War Risk Premium

The Strait of Hormuz is a critical chokepoint, with potential closure posing significant risks to global oil supplies and trade

Asian buyers canceled US LPG cargoes as freight costs surged following the near-closure of the Strait of Hormuz due to conflict.

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

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

Three tankers were reportedly hit by drones in the Black Sea off Turkey, prompting concerns for regional maritime security.

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

US forces targeted an Iranian drone launcher after an attack on merchant shipping, signaling heightened maritime security concerns

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.

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

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

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

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.

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

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.

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

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

A potential closure of the Strait of Hormuz could trigger a major energy supply shock, with oil prices possibly reaching $200.

Geopolitical tensions in the Middle East are hindering maritime casualty response, increasing delays and costs for shippers

Asian stock markets saw mixed results, with Japan and South Korea hitting records, while Iran geopolitical concerns persisted.

Copper futures climbed as markets anticipated a US-Iran peace agreement, with talks ongoing to reopen the Strait of Hormuz

Oil prices fell as US-Iran negotiations progressed, despite recent military exchanges, easing market concerns.

Vessels are positioning near the Strait of Hormuz, anticipating its reopening despite ongoing military strikes in Iran

The IMO has released a statement regarding the re-emergence of piracy in the western Indian Ocean and Gulf of Aden.

Shipping data from AXSMarine details Strait of Hormuz activity after a ceasefire, showing vessel traffic and operator willingness.

U.S. Central Command denied reports of the U.S. Navy resuming commercial ship escorts in the Strait of Hormuz.

Ocean carriers incurred an additional $5.5 billion in bunker costs due to the Middle East conflict and Red Sea diversions.

A Royal Navy mine-hunting mothership has departed Gibraltar, potentially heading for the Strait of Hormuz.