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India crude imports to rebound in September and October
28 August 2025 Vortexa India crude imports fall in August due to lower arrivals into Nayara Energy refinery. We expect crude flows into...
Aug 282 min read


Tariffs threats and trade tensions lift the Asian sour market as gluts emerge in the West of Suez
14 August 2025 Kpler Despite a notable deterioration in supply-demand fundamentals since last month’s Crude View, we have...
Aug 142 min read


Russia’s far east ports go dark in AIS interference outbreak
14 August 2025 Lloyd's List RUSSIA’s far east is the latest area to experience severe disruption to Automatic Identification System...
Aug 141 min read


China and U.S. Booking Trends Shift Ahead of November Tariff Deadline Extension
14 August 2025 VIZION With the U.S.–China tariff hike postponed 90 days to November 10, 2025, importers have a brief window under the...
Aug 142 min read
When Compliance Fails Upstream: Lessons from Maritime Supplier Crackdowns
31 July 2025 Windward Sanctions enforcement in the maritime domain is no longer confined to rogue vessels and bad-faith operators. It...
Jul 312 min read


Bracing for the impact of a Brazil trade war
31 July 2025 ImportGenius.com From morning coffee to BBQ burgers to wastewater treatment, the blanket 50% tariff on Brazilian goods...
Jul 312 min read


Chevron’s Venezuela comeback will spark heavy crude price correction
31 July 2025 Kpler It didn’t take long for Washington to reverse its stance on Venezuela, much like many of its policy shifts these...
Jul 312 min read


China’s Iranian crude imports near record high, again
17 July 2025 Vortexa China imported over 1.7 mbd of Iranian crude in June—just shy of the March record. But what’s different this time?...
Jul 172 min read


Does Peak Season Still Exist? A 10-Year Look at Shipping Seasonality Amid Black Swan Disruptions
17 July 2025 VIZION Global container shipping has undergone a structural shift over the past decade, reshaping not only how goods move...
Jul 172 min read


Iran shipments to Houthis a masterclass in AIS manipulation
17 July 2025 Lloyd's List The Houthis have a robust weapons supply chain and there are limited options for interrupting these networks...
Jul 172 min read


Strait of Hormuz: Risk perception drives up freight rates, but transits continue
26 June 2025 Vortexa Since the Israel-Iran conflict started in the early hours of June 13, the vulnerability of the Strait of Hormuz...
Jun 262 min read


Strait of Hormuz Scenarios: Dry Bulk and Geopolitical Risk in the Middle East
26 June 2025 Signal Escalating tensions between Iran and Israel are analysed for their potential effects on dry bulk markets,...
Jun 263 min read


Caution, U-turns and rising rates, but tanker traffic continues largely unscathed for now
26 June 2025 Lloyd's List Tanker traffic through the Strait of Hormuz paused in the wake of US military strike on Iran’s nuclear...
Jun 262 min read


Refinery Closures Are Accelerating
12 June 2025 Gibsons Total global refining capacity has been in an upwards trend for a long time, and years with declines are rare,...
Jun 123 min read


Key US sectors at mercy of proposed 50% EU tariffs
12 June 2025 ImportGenius From tiny pharmaceutical compounds to massive machinery, a trade war with Europe would send ripples throughout...
Jun 123 min read


Red Sea traffic remains 60% lower than normal volumes
12 June 2025 Lloyd's List Traffic through the Red Sea chokepoints remains a far cry from normal levels, with last month’s US-Houthi...
Jun 121 min read


Soybean flows are changing, but who reaps the rewards?
29 May 2025 Signal On the whole, soybean export volumes in 2025 do not look dissimilar to those of recent years. As a result, it...
May 293 min read


The End of An Era?
29 May 2025 POTEN & PARTNERS U.S. crude oil exports have reached a plateau Ever since President Obama lifted the 41-year-old U.S. crude...
May 292 min read


Ageing VLCCs are an unlikely source of support to market for now, but could be squeezed out in the near future
29 May 2025 Vortexa The utilisation of ageing VLCCs is supportive of crude freight for now, but they will soon be squeezed out of the...
May 292 min read


Carbon Pricing
15 May 2025 E.A. Gibson Shipbrokers Ltd Undoubtedly, the most significant development at MEPC 83 was the establishment of the IMO Net...
May 153 min read
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