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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

LNG Weekly Report - Week 27
LNG market trends stabilize in Week 27, with Baltic indices mixed, uncertainty in the Strait of Hormuz affecting fleet availability, and softening TFDE rates reported amidst rising winter contract discussions.

LNG Weekly Report - Week 26
LNG spot rates display mixed trends this week, with long haul at USD 99,000, while market uncertainties persist amid improving Middle East dynamics and competing bearish pressures influencing future rate forecasts.

LNG Weekly Report - Week 25
LNG prices softened with spot rates under pressure in the Atlantic amid geopolitical tensions, while fresh cargo redirection to Europe impacts tonnage availability and could lead to further declines in freight rates.

LNG Weekly Report - Week 24
LNG shipping rates are rising with increased fixture activity in both Atlantic and East markets, as emerging July requirements signal tightening supply, amidst geopolitical tensions and demand for winter coverage.

LNG Weekly Report - Week 23
The LNG market shows active Pacific fixture sales amid limited Atlantic movements, with rising demand anticipated for late July, while low gas stockpiles in Asia and Europe hint at potential volatility heading into winter.

LNG Weekly Report - Week 22
LNG spot rates stabilized in the Atlantic at low-$100k, while TTF drifted to mid-$16s; JKM remained stable amid supply concerns, with increased interest in steam turbines and tighter availability in the East driving rates higher.

LNG Weekly Report - Week 21
Amid strong Asian cargo demand and rising volatility, the LNG market saw active trading in week 21, with ten spot fixtures and increasing term activity, highlighting owners' strengthened positions against a backdrop of shifting geopolitical factors.

LNG Weekly Report - Week 20
LNG market stability persists amid eight spot fixtures this week, with pressure on Atlantic rates from east ballasting, while bullish Q3 sentiment is supported by active term fixtures and rising interest in Pacific cargoes.

LNG Weekly Report - Week 19
LNG rates remain steady, with BLNGg 3 at USD 105,000 amid limited tonnage; Middle East tensions affect East of Suez cargo activity while multi-month fixtures are anticipated amid challenges in securing tonnage.

LNG Weekly Report - Week 18
LNG shipping rates remain elevated amid tensions in the Strait of Hormuz, with over ten multi-month fixtures recorded, leading to increased demand and bullish sentiment, despite potential seasonal pressures on rates ahead.

LNG Weekly Report – Week 17 2026
LNG markets show subdued fixing activity in Week 17, with tightening 2-stroke availability and fresh requirements from USG and West Africa, while period interest remains strong amid stable rate expectations for upcoming quarters.

LNG Weekly Report – Week 16 2026
LNG market shows mixed trends with BLNGg rates fluctuating, while geopolitical tensions at the Strait of Hormuz impact carrier routing; freight activity remains robust amid demand for summer deliveries.
