Infrastructure 
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TODAY: Red Sea, you up?
What we’re tracking this morning regionally and around the world
Egypt seeks new investors for Berenice and logistics zones
The ministry is also planning additional logistics zones along the Nile
TODAY: Is the tanker market now pricing risk more than cargoes?
What we’re tracking this morning regionally and around the world
Hormuz standoff persists, while Red Sea earnings spike
The earnings gap between idling and active vessels has widened significantly as Red Sea freight rates decouple from voyage distance
The war creates an unexpected boom in Egypt’s exports to Europe, Africa
The USD 9 bn Gulf market is effectively shut, but new markets are requesting more Egyptian goods
TODAY: Rising freight costs reshape Egypt’s export flows. Plus: Hormuz standoff drives Red Sea gains
What we’re tracking this morning regionally and around the world
Trump earmarks USD 20 bn to ensure safe passage through Hormuz, but maritime specialists are skeptical
Protecting the high volume of tankers transiting the region is viewed as impractical, as it would require a massive deployment…
The Hormuz crisis moves onshore as production halts
KPC declares force majeure, Iraq shuts down another field, Aramo reroutes barrels
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