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Arctic shipping hits a record as Hormuz and Bab Al Mandab get harder to rely on
More container ships, bulkers, and tankers are heading through the Arctic as traditional chokepoints come under pressure
The Gulf tanker crunch is turning ship pricing upside down
Availability is beating age in a tanker market starved for ships
EU cuts gas storage mandate to 80% as winter buffer shrinks
Brussels just lowered the winter storage bar to 80%, down from 90%, and the question is whether Europe clears even…
A Hormuz workaround is draining the global tanker fleet — and Europe and Asia are paying for it
Freight used to be almost incidental to the economics of the barrel, but now it can determine whether the trade…
Washington's new Iran sanctions push tests how much exposure China is actually willing to defend
China has absorbed roughly 90% of Iran’s oil exports, with Iranian crude accounting for around 1.4 mn bbl / d…
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…
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