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Rail, trucking, and barge capacity are falling behind the same networks, Clerc warns
Author Archives: logisticseditor
Posted inThe Lede
XRG takes a stake in Venezuela’s offshore Loran gas field in BP-led agreement
The acquisition brings Gulf capital to Venezuela’s energy sector for the first time
Posted inTrade
Saudi crude through Sidi Kerir more than doubles as Houthi threats hit Yanbu-Asia
Buyers are sending rerouted barrels west, hinting at a deeper disruption
Posted inEarnings Watch
Hormuz disruption boosts AD Ports’ net income, hits DP World’s
AD Ports posted a boost in 2Q, while DP World saw its net income dip
Posted inAlso on Our Radar
Iraqi trucks reach Turkmenistan for the first time under TIR system
This is the furthest an Iraqi carrier has run since the country switched on TIR last year
Posted inThe Lede
Reopening Hormuz is no longer the only question — the terms of passage matter too
We game out possible futures for Hormuz
Posted inFunds + Flows
Al Rajhi Capital and LogiPoint launch SAR 5 bn logistics fund for South Jeddah
The project will span 1.9 mn sqm, including nearly 1.5 mn sqm of leasable space
Posted inEarnings Watch
Higher revenue, lower net income for Talabat in 2Q
Talabat now expects full-year 2026 revenue growth of 16-18%
Posted inThe Lede
A second Hormuz shock is hitting Gulf fertilizer producers with empty buffers
Weak vessel returns, shrinking storage, and risk across both Hormuz and the Red Sea are pushing the Gulf fertilizer crisis closer to plant-level cuts
Posted inEarnings Watch
Adnoc L&S’ earnings surge, Turkish Airlines holds the line
Middle East disruptions drag on Adnoc L&S and Turkish Airlines’ earnings