China Turns Up the Heat on Maersk and MSC in the Panama Canal Port Fight
China has reportedly told Maersk and MSC to back away from operating the Balboa and Cristóbal terminals at either end of the…
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Russia’s Second Post-Sanctions LNG Run Reaches China
Russia has completed a second post-sanctions LNG delivery to China, this time from Gazprom’s Portovaya plant on the Baltic Sea, with ship-tracking…
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Sanctioned Ships Test the Blockade as Hormuz Traffic Creeps Back
Commercial traffic through Hormuz is still moving only in fragments as the new U.S. blockade on traffic to and from Iranian ports…
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MSC Reaches 1,000 Boxships and Resets the Scale Debate
Mediterranean Shipping Co has become the first container carrier in the world to operate 1,000 ships, crossing a threshold that no liner…
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France and Britain Shift Hormuz Planning Into Restart Mode
France and Britain are now moving the Hormuz response beyond general diplomacy and into structured multinational mission planning, with this week’s talks…
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Washington Draws a New Gulf Line Around Iranian Ports
The United States has begun enforcing a naval blockade on maritime traffic entering and exiting Iranian ports, starting Monday, April 13, 2026…
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Saudi Reopens the Red Sea Escape Route at Full Strength
Saudi Arabia has restored the East-West crude pipeline to its full 7 million barrels per day capacity after attacks linked to the…
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Asian LNG Demand Hits a Six-Year Low as Japan Stares at Summer Power Stress
Asian LNG imports have dropped to their lowest level since 2020 as the Middle East war, the shutdown of Hormuz-linked LNG flows,…
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Antwerp’s Spill Shock Freezes a Key European Gateway
An oil spill during a bunkering operation in Antwerp’s Deurganck Dock has triggered one of the port’s sharpest operational interruptions of the…
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Vale’s Ethanol VLOC Bet May Be the Most Important Long-Horizon Move in Bulk Shipping
Vale has moved from fuel-development talk to vessel commitment, signing a 25-year charter arrangement with China’s Shandong Shipping for two 325,000 dwt…
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Hormuz Is Open in Principle yet Still Fully Constrained
The Strait of Hormuz remains functionally constrained even after the ceasefire because the political pause has not yet restored normal commercial confidence,…
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Ceasefire on Paper, Gridlock in Practice
Shipping through the Strait of Hormuz remains close to a standstill even after the U.S.-Iran ceasefire, with the latest vessel-tracking data showing…
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First Barrels Back as Glencore and CPC Move to Restart Gulf Liftings
Glencore and Taiwan’s state refiner CPC have both chartered tankers to resume Middle East crude liftings into Asia after the U.S.-Iran ceasefire…
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Hormuz Redrawn Into a Permission-Based Corridor
Iran has recast traffic through the Strait of Hormuz from open commercial passage into a tightly controlled, permit-based system in which ships…
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Hapag-Lloyd Says the Shock Is Still Burning Cash Long After the Ceasefire
Hapag-Lloyd said the Middle East crisis is still costing it $50 million to $60 million per week, and that even if the…
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Hormuz Reopens on Paper but the Backlog Still Owns the Trade
Shipping remains cautious even after the new two-week U.S.-Iran ceasefire because the Strait of Hormuz is reopening into a market that is…
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Ceasefire, But Not Clearance
A two-week ceasefire between the United States and Iran has created a narrow opening for movement through the Strait of Hormuz, but…
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Black Sea Export Nerves Fray as Drone Strikes Revisit the Loading Chain
Drone attacks have pushed renewed pressure onto Russia’s Black Sea oil export system, with the latest strike wave centering on Novorossiysk and…
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Yamal’s China Return Opens a New Arctic LNG Route Question
Russia’s Yamal LNG project has sent its first cargo to China since November, according to ship-tracking data, marking a notable shift in…
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Trump Floats a Hormuz Toll as Strait Deadline Pressure Peaks
President Donald Trump has floated the idea of the United States charging ships a fee to pass through the Strait of Hormuz…
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