Geopolitics
Today · Brief
Strait of Hormuz: rising naval friction
Tanker insurers reprice MEG hull premiums; charterers preposition tonnage west of Fujairah.
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Geopolitics
Yesterday · Brief
Red Sea convoys reshape Suez throughput
AIS proxies suggest tanker traffic recovering, but container diversions persist.
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Geopolitics
This week · Brief
Russian product caps and shadow fleet
Replacement tonnage tightens clean Aframax availability into the Med.
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Geopolitics
This week · Brief
Venezuela: licence renewals and PDVSA logistics
What current licence terms imply for crude and product exports through year-end.
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Geopolitics
Last week · Brief
Libya: eastern field shut-ins reprice Med sweet
Sharara intermittency and the Es Sider differential to dated Brent.
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Geopolitics
Rolling
Panama Canal: water levels and tanker priority
Auction pricing and what it means for clean and LPG flows from USGC.
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