The Strait of Hormuz remains neither fully closed nor operating as a normal commercial corridor, with transits still described as extremely limited and shaped by security conditions
Gulf Aluminium Supply Shock
India LPG Crisis – Hormuz Disruption
This post provides a high-level view of crude tanker ordering trends, newbuilding momentum, and current freight market performance.
This post provides a high-level overview of Simandou’s early supply impact, iron ore trade dynamics, and current freight market performance.
This post provides a high-level overview of the ongoing Strait of Hormuz disruption, energy flow realignment, and current freight market volatility across dry bulk and tanker segments.
This post provides a high-level overview of the emerging global inventory squeeze, Asian reserve exposure, and current freight market performance.