News Flash | Sea and Job

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

Asia-Pacific refined products demand should hold above May’s trough and return to y/y growth by year-end, contingent on the course of the US-Iran conflict and Chinese crude buying. Neither outcome is possible without India. Historical data and our implied demand model...

As US-Iran war rages, who’s risking the Strait of Hormuz?

The Strait of Hormuz has become one of the world’s most dangerous waterways since March, when Iran began attacking shipping vessels as a pressure tactic in its ceasefire talks with the United States. Still, though a significant proportion of the global oil trade...

Iranian Retaliation Reaches Damietta: A New Front Opens Beyond the Gulf and the Red Sea

The conflict’s geographic footprint has expanded beyond the Gulf and Red Sea into the broader eastern Mediterranean energy corridor. A drone struck ENERGOS WINTER, a U.S.-managed LNG floating storage unit moored at Damietta, Egypt, on the evening of July 29, with fire...

Red Sea Light Ends Transiting Bem Fall After Dataset High

Red Sea-origin light ends (gasoline/blending components, naphtha and NGLs) passing through the Bab-el-Mandeb have dropped by over a third as of July 28 after hitting a Vortexa dataset high (2016-2026) of 1.6mb on July 6 as supply constraints extend beyond the Middle...

Asia-USWC container rates fall, rates to USEC steady to higher amid Middle East tensions

Rates for shipping containers from east Asia and China to the US West Coast fell this week and rates to the US East Coast were steady to higher, while rates for liquid chemical tankers ex-US Gulf were steady on most trade lanes with a slight uptick on the USG-Asia...

Brazil’s Iron Ore Exports Slowing Down in 2026

Brazil’s iron ore exports have been slowing down so far in the year. In its latest weekly report, shipbroker Banchero Costa said that “1H 2026 was another positive period for global seaborne iron ore trade. In Jan-Jun 2026, global loadings of iron ore increased by...

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

As US-Iran war rages, who’s risking the Strait of Hormuz?

Iranian Retaliation Reaches Damietta: A New Front Opens Beyond the Gulf and the Red Sea

Red Sea Light Ends Transiting Bem Fall After Dataset High

Asia-USWC container rates fall, rates to USEC steady to higher amid Middle East tensions

Brazil’s Iron Ore Exports Slowing Down in 2026

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