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TODAY: Warships as a buy signal + Maersk’s Suez timeline
What we’re tracking this morning regionally and around the world
How oil majors’ trading desks came out ahead of the Hormuz shock
The windfall went to traders who already had the ships, storage, and balance sheet to act on what they saw…
Stranded fertilizer and costly diesel could cut global harvests in 2027
A rare El Niño could compound the damage in 2027, with Egypt and Saudi Arabia exposed on different fronts
Asyad Shipping doubles 9M earnings on higher freight rates
Stronger crude and liner shipping markets, alongside additions to its fleet, pushed Asyad Shipping’s 9M earnings to more than twice…
TODAY: Hormuz pushes UAE boxes to Khorfakkan + Tokyo to fund Doha’s Dreamliners
What we’re tracking this morning regionally and around the world
Oman won’t renew Salalah port concession, Neom and Ceva eye Europe-Gulf corridor, Humain tenders USD 1 bn data center
Stories on our radar this morning from around the region
Hormuz attacks hit a wartime peak just as oil flows were recovering
A fresh wave of Iranian attacks is driving tankers away from Hormuz, reversing a recovery in Gulf oil flows and…
TODAY: Saudi wants to pipe 10 mn bbl / d around Hormuz + Iraq’s first crude trucks could reach Syria soon
What we’re tracking this morning regionally and around the world
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