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Russia has nearly doubled its sanctioned LNG tanker fleet in under a year to keep gas flowing to China
Washington has stayed quiet on the buildup — and on China’s growing appetite for the fuel it enables
Gulf oil giants are racing into the biggest global scramble for gas assets in over a decade
The Gulf’s national oil companies are paying record premiums to own gas outside the Gulf
The world’s emergency oil cushion is mostly spent — just as conflict-driven disruptions keep growing
More than 43% of global oil supply comes from conflict zones, and the reserves built to cover the next shock…
Gulf energy earnings split along one line: who built a way around Hormuz before the war started
The war raised prices, but chokepoint exposure and shipping flexibility split the victors from the losers
Maersk’s CEO warns supply chains can’t handle the next shock
Rail, trucking, and barge capacity are falling behind the same networks, Clerc warns
Asia’s oil rebound is running cargoes and Chinese inventories
July imports recovered as the ceasefire released stranded cargoes and China slashed buying
Low water on the Rhine drives up freight costs and cuts inland cargo capacity
Switzerland is the most exposed link in that chain — as it receives around 30% of its mineral-oil products via…
Low water on the Rhine drives up freight costs and cuts inland cargo capacity
Switzerland is the most exposed link in that chain — as it receives around 30% of its mineral-oil products via…
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