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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
Oil Weekly 14 July 2026
Brent crude prices exceeded USD 85 per barrel as US-Iran tensions escalate, raising concerns over oil supply disruptions, while IEA forecasts a 3.7 Mn bpd decline in global supply through 2026.
Oil Weekly 7 July 2026
Prices remain relatively low despite continued attacks in the Middle East.
Oil Weekly 30 June 2026
Prices are on the decline amid signs of Middle Eastern output growth.
Oil Weekly 23 June 2026
Prices respond to more developments in the Middle East war, and there is mixed messaging about the Strait of Hormuz.
Oil Weekly 16 June 2026
A Middle East peace deal announcement causes oil prices to nosedive.
Oil Weekly 9 June 2026
Prices rise and fall along with Middle East tensions, and focus on waterways grows.
Oil Weekly 2 June 2026
Oil prices fluctuated this week, driven largely by events in the Middle East, and are set to rise in the near term.
Oil Weekly 26 May 2026
Prices were on the decline last week until US strikes on Monday pulled them up, and fuel prices are rising.
Oil Weekly 19 May 2026
The lack of progress in the Middle East continues, and Russia has been granted another reduction in sanctions on its oil.
Oil Weekly 12 May 2026
Oil prices stay elevated, and tensions are escalating in the Middle East, further threatening oil supply.
Oil Weekly 5 May 2026
Violence erupts again in the Middle East, oil demand is on the decline, and China has a bold response to US sanctions.
Oil Weekly 28 April 2026
Prices continue to hit highs as diplomatic efforts stall, and the UAE stuns the world by leaving OPEC.