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 Simandou’s early supply impact, iron ore trade dynamics, and current freight market performance.
This post provides a high-level view of crude tanker ordering trends, newbuilding momentum, and current freight market performance.
India's LPG supply is under pressure as Hormuz transits stay restricted. Allied's weekly view on gas flows, tanker availability and freight rates.
Gulf Aluminium Supply Shock
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
Weekly Market Report: Iron Ore Market Review – Geopolitics, Freight Risk and China’s Policy-Driven Inventory Build – Week 11 2026
Weekly Market Report: Hormuz Disruption and the Emerging Fertiliser Shock – Week 10 2026
Iran–U.S. Escalation