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Market Update

Geopolitics fuel grain market volatility

Grain flows via the Strait of Hormuz have stalled, fertiliser prices are squeezing grower decisions, and China's $17 billion trade commitment raises more questions than answers. Kpler analysts break down what it all means for grain markets in 2026.

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May 29, 2026
The Hormuz risk question has changed and compliance frameworks haven't caught up
June 19, 2026
Risk & Compliance
The Hormuz risk question has changed and compliance frameworks haven't caught up
Maritime product update: Vessel Commercial Operator in Container Intelligence
June 18, 2026
Shipping & Logistics
Maritime product update: Vessel Commercial Operator in Container Intelligence
Key agricultural commodities and aluminium fall as the US-Iran conflict risks a dangerous new phase
June 11, 2026
Market Update
Key agricultural commodities and aluminium fall as the US-Iran conflict risks a dangerous new phase
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June 10, 2026
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Chevron’s Venezuela comeback will spark heavy crude price correction
July 29, 2025
Market Update
Chevron’s Venezuela comeback will spark heavy crude price correction
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Milder temperatures in Europe, high LNG inventories in China and steady LNG supply to weigh on global gas prices next week
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Milder temperatures in Europe, high LNG inventories in China and steady LNG supply to weigh on global gas prices next week
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EFS Squeezes west-to-east crude arb as Trump tariffs add new uncertainty
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Dry bulk earnings diverge as Capesize weakens and smaller segments hit multi-month highs
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Crude spectrum splinters: light and heavy grades tighten, medium crudes face structural headwinds
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Hormuz flows remain constrained, but signs point to near-term recovery
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TMX crude exports decline for third straight month on supply tightness
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Record midwest runs and inventory draws squeeze WTI-brent spread
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Record midwest runs and inventory draws squeeze WTI-brent spread
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