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Market Update

Iran war and the strait of Hormuz: Oil market implications six weeks in

Six weeks into the Iran war, the Strait of Hormuz remains the critical chokepoint. Here's what the supply shock means for crude prices, trade flows, and energy security.

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Reid I'Anson
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April 7, 2026
Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities
April 15, 2026
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Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities
Diesel market triage: US diesel diversions from Europe to Africa and Asia
April 12, 2026
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Diesel market triage: US diesel diversions from Europe to Africa and Asia
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CTAs capitalise on energy trends in turbulent Q1
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April 10, 2026
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[UPDATE] Running out of barrels: cumulative oil losses reach 430 mbbls
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Navigating the challenges of U.S. port security
July 26, 2024
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Aluminium prices fall to a 15-week low on record output in China
July 23, 2024
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Aluminium prices fall to a 15-week low on record output in China
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Lukoil effectively no longer able to transport crude via Ukraine
July 23, 2024
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Lukoil effectively no longer able to transport crude via Ukraine
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July 17, 2024
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Little upside to WoS gasoline cracks
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Little upside to WoS gasoline cracks
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Illicit Drug Precursor Shipments from China: A Growing Concern
July 10, 2024
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Illicit Drug Precursor Shipments from China: A Growing Concern
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July 9, 2024
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Jet demand is about to close the post-pandemic gap in WoS
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Hurricane Beryl rips through Houston as a category 1 storm
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Oil in transit to China plunges to 5-year low
June 26, 2024
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Oil in transit to China plunges to 5-year low
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What are the effects of sanctions on Russian oil exports?
June 25, 2024
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What are the effects of sanctions on Russian oil exports?
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EU reveals 14th sanctions package on Russia, with LNG included for the first time
June 24, 2024
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EU reveals 14th sanctions package on Russia, with LNG included for the first time
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2050 Energy mix scenarios: The impact of far-right and far-left governance
June 24, 2024
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2050 Energy mix scenarios: The impact of far-right and far-left governance
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June 24, 2024
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