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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…
Why is Iran’s oil struggling to sell?
A short-lived US waiver moved Iranian crude onto tankers — but sustainable Gulf barrels and renewed sanctions have left it…
No strait path to oversupply
Renewed hostilities are threatening the Gulf supply recovery underpinning forecasts for a massive oil glut
How the market that cried shortage is turning into a surplus
What happens next depends on the US-Iran agreement, Opec, and China
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