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“It won’t be tough to finish the job” – Middle East Latest
Iran has launched more attacks on vessels transiting the Strait of Hormuz, triggering more threats from the White House.
Mind the Macro
US-Iran Tensions Escalate, Oil Volatility, and Grain Route Disruptions
This edition covers the escalating US-Iran conflict impacting the Strait of Hormuz and oil prices, disruptions to Black Sea grain routes, Europe's contradictory gas market, and the container sector's long-term outlook amidst geopolitical unpredictability.
All Reports
“It won’t be tough to finish the job” – Middle East Latest
Iran has launched more attacks on vessels transiting the Strait of Hormuz, triggering more threats from the White House.
“We’re going to give this one a shot” – Middle East Latest
As US-Iran negotiations stall, tensions rise, with Iran's economy suffering under sanctions, while Trump continues to threaten escalation.
Can peace in Europe reshape shipping now?
An analysis of how a potential Russia–Ukraine peace deal could influence global energy trade flows and shipping market dynamics.
“Let’s postpone it to the later stages” – Middle East Latest
Geopolitical tensions in the Middle East are driving a contraction in global oil demand, with the IEA predicting a 420,000 bpd decline for 2026.
Satan, Mines and Rebels – Middle East Latest
On the 13th day of the war, new Ayatollah Mojtaba Khamenei issued his first public statement, while the US considers waivers on the Jones Act to reduce pressure on oil prices.
Fake News & Oil Field Shutdowns – Middle East Latest
The latest update on the situation in the Middle East, characterised by fake news, oil production shutdowns, and oil prices that are far below where they should be.
US Naval Escorts “Unlikely” - Middle East Latest
Trump has pledged potential military escorts for commercial vessels to cross the Strait of Hormuz, but it will not be easy to implement...
What Is Driving The VLCC Market Surge?
VLCCs are now earning over USD 200,000 per day on the spot market...why?
The Reality of the Tanker Fleet
Although the tanker orderbook has grown rapidly of late, it still falls well short of what is required after years of under-ordering.