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Strait of Hormuz crossings drop 70% as tanker traffic shifts almost entirely to the Iranian route

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Strait of Hormuz crossings drop 70% as tanker traffic shifts almost entirely to the Iranian route

Daily Strait of Hormuz transits have fallen from 45 to just 13 as nearly all remaining traffic reroutes through Iran's unrecognised corridor.

The real iron ore story isn’t the price, but who sets it

The real iron ore story isn’t the price, but who sets it

India stands alone as Asia's demand growth engine as US-Iran hostilities reignite

Refined Products

India stands alone as Asia's demand growth engine as US-Iran hostilities reignite

Copper: the perfect squeeze?

Copper: the perfect squeeze?

Record oil-on-water volumes limit the next leg higher in crude

Record oil-on-water volumes limit the next leg higher in crude

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The real iron ore story isn’t the price, but who sets it

The real iron ore story isn’t the price, but who sets it

India stands alone as Asia's demand growth engine as US-Iran hostilities reignite

Refined Products

India stands alone as Asia's demand growth engine as US-Iran hostilities reignite

Copper: the perfect squeeze?

Copper: the perfect squeeze?

Record oil-on-water volumes limit the next leg higher in crude

Record oil-on-water volumes limit the next leg higher in crude

Europe’s solar capture rates hit record lows as market divergence widens

Europe’s solar capture rates hit record lows as market divergence widens

New pipelines bypassing the Strait of Hormuz could come online in 1-2 years

New pipelines bypassing the Strait of Hormuz could come online in 1-2 years

Russia's diesel export ban adds fresh fuel to rising prices

Refined Products

Russia's diesel export ban adds fresh fuel to rising prices

Aluminium's war premium: Middle East disruption drives supply chain shifts

Aluminium's war premium: Middle East disruption drives supply chain shifts

Arbitrage signals as leading indicators of flow allocation

Arbitrage signals as leading indicators of flow allocation

Tracking recent aluminum disruptions with Kpler

Tracking recent aluminum disruptions with Kpler

Heatwave drives 34% y/y increase in European gas generation in Week 26

Heatwave drives 34% y/y increase in European gas generation in Week 26

Dubai still searching for a bottom as Hormuz flows recover

Dubai still searching for a bottom as Hormuz flows recover

Hormuz sanctions risk starts before payment — the OFAC warning every operator needs to understand

Risk & Compliance

Hormuz sanctions risk starts before payment — the OFAC warning every operator needs to understand

Refining margins to remain supported through H2 as product supply lags crude flows

Refined Products

Refining margins to remain supported through H2 as product supply lags crude flows

94% of Hormuz transits are now outside the IMO lane — what that means for risk assessment

Risk & Compliance

94% of Hormuz transits are now outside the IMO lane — what that means for risk assessment

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