“OUR imagination has been constrained by all the talk of trade wars and deglobalisation, and by the view that the Iran conflict would unleash an energy crisis that would have …
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THE Strait of Hormuz crisis has produced no shortage of market distortions. Perhaps the most striking is the quiet re-emergence of shadow fleet tonnage into legitimate, mainstream energy trades. For …
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THE prospect of a shadow fleet tanker causing a major environmental disaster was never a question of if, but when. This week’s casualty involving Caroline Bezengi (IMO: 9224439) may prove …
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THE HORMUZ crisis increasingly feels more structural and less transitory, and the global oil deficit continues to ominously build. The shortfall has recently accelerated due to falling exports from the …
PREDICTIONS for when the Hormuz crisis will end seem to be moving in only one direction: further into the future. Recent forecasts from the Trump administration’s energy analysts suggest disruptions …
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THE number of people killed in the latest Red Sea attack has risen to six, after the Yemeni coastguard confirmed two members of the rescue team also died when attending …
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ADAPTING to geopolitical disruption has become part of the industry’s inner monologue. It is the story we tell ourselves and our customers: ships reroute, cargoes find alternative pathways, insurers adjust …
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